Personal Finance Advisor Carleton Sur Mer (Carleton-sur-mer)

As a personal finance advisor, youre responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure theyre satisfied. Your role is to listen to members and clients needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans and insurance products. You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management. 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 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 Market-market-competitive salary and annual bonus 4 weeks of flexible vacation starting in the first year Defined benefit pension plan that provides predictable, reliable income throughout retirement Group insurance including telemedicine Reimbursement of health and wellness expenses and telework equipment #LI-Hybrid What you bring to the table Bachelor''s degree in a related field A minimum of one year of relevant experience Please note that other combinations of qualifications and relevant experience may be considered Representatives certificate in damage insurance (AMF) Knowledge of French is required Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning Trade Union (If applicable) Apply on Kit Job: kitjob.ca/job/2pg8f0