Personal Finance Advisor

As a personal finance advisor, develop and maintain lasting and trusting business relationships with members and clients to ensure satisfaction. Listen to needs, offer advice, and help choose solutions to meet financial goals.

Requirements

• Advise members and clients on best strategies and work with them to identify expected results
• Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
• Stay up-to-date on the financial services industry, market trends and best practices in your field
• Participate in outreach activities and represent the caisse in the community

Benefits

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