Personal Finance Advisor (L'Île-Perrot)

Full-time Human Resources

As a personal finance advisor, you are responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure they are satisfied. You listen to their needs, offer them advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses, requiring interpersonal savvy to drive results by recommending investments, loans, and insurance products. Your expertise balances member/client satisfaction, business objectives, profitability, and prudent risk management while collaborating with partners to design integrated strategies.

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 improveme...