Personal Finance Advisor

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure they’re satisfied. You listen to their needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals. Working closely with a client base consisting of young people and individual members, you must be interpersonal savvy, drive results by recommending investments, loans and insurance products, and serve as a financing expert advisor and resource person for the caisse. Your expertise balances member/client satisfaction, business objectives, profitability and sound, prudent risk management. You collaborate with various partners and experts to design integrated strategies that meet the needs of members and clients.

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected...