Join as a Financial Services Advisor focusing on member engagement and tailored financial advice. This role bridges individual needs with optimal financial solutions for both clients and businesses.

You will be responsible for crafting successful investment and loan strategies while ensuring risk management alignment. With your bachelor’s degree and a mutual fund representative certificate, you will drive results and navigate the financial landscape effectively. Building long-lasting relationships with clients and community outreach are also key aspects of this role.

Key Responsibilities:
• Develop lasting relationships through trust and integrity
• Listen to members and tailor financial advice accordingly
• Recommend loans, insurance, and investment products




• Manage service quality and client satisfaction assessments
• Participate in community outreach and represent the organization

Requirements:
• Bachelor’s degree in finance or related area
• At least one year of experience in financial services
• Mutual fund representative certificate essential
• Fluent in French required
• Robust interpersonal and customer-focused skills

Maximize your impact on member success through strategic financial advice and relationship building.
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📌 Financial Services Advisor - Member Focus (Quebec City)
🏢 Jobtailor
📍 Quebec City