Personal Finance Advisor

The work mode arrangement for the position is full‑time on site. As a personal finance advisor, you’re responsible for developing and maintaining lasting, trusting business relationships with members and clients to ensure they’re satisfied.

You listen to members’ and clients’ needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals. You work closely with a client base of young people and individual members, so interpersonal savvy is essential. You drive results by recommending investments, loans, and insurance products, serving as a financing expert advisor and resource person for the caisse. You balance member/client satisfaction, business objectives, profitability, and prudent risk management, and you work with various partners and experts to design integrated strategies that meet the needs of members and clients.

More specifically, you will be required to:

• Advise members and clie...