Personal Finance Advisor

As a personal finance advisor, you'll develop and maintain relationships with members and clients, offer advice and recommend investments, loans and insurance products to meet their financial goals.

Requirements

• Advise members and clients on best strategies and expected results
• Manage business relationships, assess satisfaction and service quality
• Stay up-to-date on financial services industry, market trends and best practices
• Participate in outreach activities and represent the caisse in the community

Benefits

• Competitive salary and annual bonus
• 4 weeks of flexible vacation
• Defined benefit pension plan
• Group insurance including telemedicine
• Reimbursement of health and wellness expenses and telework equipment