Become a trusted Personal Finance Advisor focused on developing client relationships and offering tailored financial solutions. This role supports both individual members and businesses in achieving their financial goals.

In this position, you will leverage your expertise to advise clients on investments, loans, and insurance products. With at least one year of relevant experience and a bachelor’s degree, your work will significantly impact member satisfaction, financial objectives, and risk management strategies. The role requires knowledge of the financial services industry and solid interpersonal skills.

Key Responsibilities:
• Develop and maintain relationships with clients and members
• Offer personalized financial advice based on client needs




• Recommend relevant investment products and insurance solutions
• Manage client satisfaction and improve service quality
• Stay updated on market trends and financial best practices

Requirements:
• Bachelor’s degree in a related field
• Minimum one year of relevant experience
• Mutual fund representative certificate required
• Proficiency in French is essential
• Customer-focused and action-oriented mindset

Leverage your financial expertise to help clients navigate their financial journeys effectively.
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📌 Personal Finance Advisor for Client Solutions (Quebec City)
🏢 Jobtailor
📍 Quebec City