Personal Finance Advisor

As a personal finance advisor, you're responsible for developing and maintaining lasting business relationships with members and clients, listening to their needs and offering advice to help them achieve their financial goals.

Requirements

• Bachelor's degree in a related field
• A minimum of one year of relevant experience
• Knowledge of French
• Knowledge of current financial, economic, political and legislative events
• Knowledge of products and services offered by the caisse and its competitors
• Understanding of debt management, compliance with legislation and the philosophy and fundamentals of financial services cooperatives

Benefits

• Competitive salary and annual bonus
• Flexible vacation starting in the first year
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment