Personal Finance Advisor, Assigned Clientele

Jobtailor

Full-time Other-General
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Location
rawdon, lanaudière, Canada
Posted
July 13, 2026

Job Description

• 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.

Requirements

  • Bachelor's degree in a related field
  • A minimum of one year of relevant experience
  • Knowledge of French is required
  • Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning

Soft Skills

  • Action Oriented
  • Drive Results
  • Nimble Learning

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