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.

📌 Personal Finance Investment Advisor (Victoriaville)
🏢 Relevance
📍 Victoriaville