Overview

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. You work closely with a client base of young people and individual members, and 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 work with partners to design integrated strategies that meet the members’ and clients’ needs.

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess member/client satis...