As a Personal Finance Advisor, nurture client relationships while advising on financial strategies and market trends. Work weekdays with one evening dedicated to enhancing service quality and outreach. This role emphasizes developing lasting and trusting relationships with clients and members.

You will assess satisfaction levels, advise on strategic financial decisions, and keep up with industry trends. Your participation in outreach activities reflects the caisse's commitment to the community. Key Responsibilities:
Cultivate solid relationships with clients and members
Guide clients on the best financial strategies
Assess and improve service quality and client satisfaction
Stay informed about financial market trends
Represents the caisse in outreach activities Requirements:
Bachelor’s degree in a relevant field
A minimum of one year of experience in finance
Mutual Fund Representative Certificate (AMF)
Proficient in French communications
Must be available Monday to Friday, evenings included Leverage your expertise in relationship management and client advising as a dedicated Finance Advisor.

📌 Community Driven Personal Finance Advisor Dolbeau Mistassini (Canada)
🏢 Jobtailor
📍 Canada