Elevate your career as a Personal Finance Advisor, building lasting relationships while advising clients in a trusted workplace. Work Monday to Friday, including one evening per week, to enhance client satisfaction.

As a Finance Advisor, you will develop client relationships, assess satisfaction, and stay informed on market trends. With your knowledge of the financial services industry, you will guide clients in choosing the best strategies that lead to their expected results. Participation in community outreach will enhance your role and visibility.

Key Responsibilities:
• Build and maintain relationships with members and clients
• Advise on financial strategies to achieve client goals
• Manage client satisfaction and service quality
• Stay updated on financial industry trends
• Represent the caisse in community outreach initiatives

Requirements:
• Bachelor’s degree in a related field
• Minimum one year of relevant experience
• Mutual Fund Representative Certificate (AMF)
• Fluency in French is essential
• Availability for adaptable work hours

Bring your relationship management and financial expertise to a fulfilling Advisor role.
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📌 Finance Advisor With Community Focus Quebec City
🏢 Jobtailor
📍 Quebec City