Advise members and clients on investments, loans, and insurance while building lasting relationships in personal finance. Use interpersonal savvy to understand needs and recommend suitable solutions.
As a personal finance advisor, you will serve individual members and businesses through tailored financial guidance. You will balance satisfaction, business objectives, profitability, and prudent risk management. The role includes integrated strategies developed with partners and experts.
Key Responsibilities: Advise members and clients on appropriate financial strategies
Identify expected results with members and clients
Manage relationships and assess satisfaction and service quality
Follow up and identify areas for improvement
Represent the caisse through community outreach activities
Requirements: Bachelor's degree in a related field
Minimum one year of relevant experience
Mutual fund representative certificate from Autorité des marchés financiers
Knowledge of French is required
Alternative qualification and experience combinations may be considered
Apply financial expertise, relationship management, and investment knowledge to help members and clients reach their financial goals.

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📌 Personal Finance Investment Advisor (Quebec City)
🏢 Relevance
📍 Quebec City