Personal Finance Advisor

Required

As a Personal Finance Advisor at Caisse Desjardins Ontario, you’re responsible for developing and maintaining a lasting, trust-based business relationship with members and clients to ensure their satisfaction. Your role is to listen to the needs of members and clients, offer advice tailored to their financial situation, and help them choose appropriate solutions to help them achieve their financial goals. You drive results by preparing offers, and recommending investments, loans and insurance.

Responsibilities

• Advise members and clients on the best strategies and determine target outcomes.
• Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
• Stay on top of financial services industry news, market trends and best practices in your field.
• Participate in outreach activities and be present in the c...