Personal Finance Advisor

Responsibilities

• 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.

Qualifications

• Bachelor's degree in a related field.
• A minimum of one year of relevant experience.
• Other combinations of qualifications and relevant experience may be considered.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Action-oriented, customer-focused, drive results, interpersonal savvy.

Benefits

• Competitive salary and annual bonus.
• 4 weeks of flexibl...