Financial Advisor
5 days ago
Temporary position for 16 months
The work mode arrangement for the position is full-time on site
About the RoleAs a personal finance advisor, you will be responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they are satisfied. Your role is to listen to members' and clients' needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals.
Key Responsibilities- Advise members and clients on the 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
- Competitive salary and annual bonus
- 4 weeks of flexible vacation starting in the first year
- Defined benefit pension plan that provides predictable, stable income throughout retirement
- Group insurance including telemedicine
- Reimbursement of health and wellness expenses and telework equipment
- Bachelor's degree in a related field
- A minimum of one year of relevant experience
- Knowledge of French is required
- Knowledge of current financial, economic, political and legislative events
- Notions of compliance with legislation respecting the distribution of financial products and services
- Techniques used to assess and monitor individual financing applications
Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning
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