Personal Finance Advisor developing and maintaining relationships with clients to achieve financial goals. Advising on investments, loans, and insurance products in a hybrid work environment.
Responsibilities
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
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