Personal Finance Advisor

Jobtailor

Full-time Other-General
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Location
paspébiac, qc, Canada
Posted
July 16, 2026

Job Description

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

Requirements

  • Bachelor's degree in a related field
  • A minimum of one year of relevant experience
  • Mutual fund representative certificate – Autorité des marchés financiers
  • Knowledge of French is required

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