Location
l'île- errot, qc, Canada
Posted
July 11, 2026
Job Description
Overview
Develop and maintain lasting and trusting business relationships with members and clients. Listen to their needs, offer advice that fits their financial situation, and help clients choose appropriate solutions to meet their financial goals. Provide financing solutions for affluent individuals and businesses; recommend loans and insurance products. Act as a financing expert advisor and resource person, ensuring cross-sector strategies are applied to financing. Authorize credit in accordance with established rules, balance member/client satisfaction, business objectives, profitability and sound risk management, and work with various partners to design integrated strategies that meet member and client needs.
Responsibilities
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offering advice that fits their financial situation
- Help clients choos...