Personal Finance Advisor

Full-time Other-General

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.

Qualifications

• Bachelor's degree in a related field.
• 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.
• Knowledge of current financial, economic, political and legislative events.
• Knowledge of all products and services aimed at caisse members and tho...