Personal Finance Advisor

About the Role

As a personal finance advisor, you develop and maintain lasting and trusting business relationships with members and clients to ensure their satisfaction. You listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals.

• 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

What We Offer

• Competitive salary and annual bonus
• 4 weeks of flexible vacation starting in the first year
• Defined benefit pension plan that provides predictable,...