Hybrid Personal Finance Advisor

Posted 3 weeks ago

Apply now

About the role

  • Develop and maintain lasting and trusting business relationships with members and clients
  • Listen to members’ and clients’ needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals
  • Drive results by recommending investments, loans and insurance products
  • Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
  • Stay up-to-date on the financial services industry, market trends and best practices in your field
  • Participate in outreach activities and represent the caisse in the community

Requirements

  • Bachelor's degree in a related field
  • A minimum of one year of relevant experience
  • Mutual fund representative certificate – Autorité des marchés financiers
  • Knowledge of French is required
  • Knowledge of current financial, economic, political and legislative events
  • Understanding of the philosophy and fundamentals of financial services cooperatives
  • Debt management
  • Notions of compliance with legislation respecting the distribution of financial products and services

Benefits

  • Competitive salary and annual bonus
  • 4 weeks of flexible vacation starting in the first year
  • Defined benefit pension plan that provides predictable, stable income throughout retirement
  • Group insurance including telemedicine
  • Reimbursement of health and wellness expenses and telework equipment

Job title

Personal Finance Advisor

Job type

Experience level

Junior

Salary

Not specified

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job