Advise members and clients on investments, loans, and insurance while building trusting business relationships through personalized financial guidance.
As a Personal Finance Advisor, you serve individual members and businesses by understanding their needs and financial situations. You recommend appropriate solutions, balance satisfaction with business objectives, profitability, and prudent risk management, and work with partners to design integrated strategies.
Key Responsibilities:
- Advise members and clients on suitable financial strategies
- Identify expected results with members and clients
- Recommend investments, loans, and insurance products
- Manage relationships and assess service quality
- 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
- Interpersonal savvy and customer focus
Use financial expertise, relationship management, and product knowledge to help members and clients pursue appropriate goals.