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. 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*
Competitive salary and annual bonus
4 weeks of flexible vacation starting in the first year
Defined benefit pension plan that provides predictable, stable 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
Representative’s certificate in damage insurance (AMF)
Knowledge of French is required
Trade Union (If applicable)
Personal Finance Advisor • Chaleurs,des,Caisse Desjardins de la Baie
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleague...Voir plus
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleague...Voir plus
A leading Canadian financial institution is seeking a Banking Advisor in Chicoutimi, Saguenay–Lac-Saint-Jean.This varied role allows for client engagement and provides opportunities for career deve...Voir plus
Compensation: Between $49000 - $60700 per year.A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as ...Voir plus
A major financial institution is seeking a Financial Planner in Saguenay to advise clients and create personalized financial strategies.You will identify client investment needs, offer solutions, a...Voir plus
Advisory services, Personal banking.A career as a National Bank Financial Planner means you'll be a financial planning expert who advises clients and drafts financial plans to meet their life goals...Voir plus
Join as a Banking Advisor where analytical and customer-centric skills meet.Provide essential financial advice to personal and small business clients while ensuring exceptional service and complian...Voir plus
A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your clients and colleague...Voir plus
Enhance customer service as a dedicated Customer Experience Advisor.Provide exceptional banking solutions and guidance while collaborating with team members to ensure optimal client satisfaction an...Voir plus
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Voir plus
Offer tailored financial advice as a Financial Counsellor to active military families.Engage clients in effective money management conversations while ensuring adherence to ethical standards and re...Voir plus
SUN LIFE FINANCIAL ADVISOR page is loaded## SUN LIFE FINANCIAL ADVISORlocations: Blainville, Quebectime type: Full timeposted on: Posted Todayjob requisition id: JR You are as unique as your backgr...Voir plus
Delivering with Uber is an alternative to a part-time or full-time job and can get you earning cash quickly.Delivering with Uber allows you to earn quick cash while maintaining the flexibility your...Voir plus
Become a key Banking Advisor and transform client experiences with your analytical skills.Offer personalized financial solutions, including investments and insurance, while ensuring compliance and ...Voir plus
Advisory services, Personal banking.A career as a Banking Advisor at National Bank is a varied role that allows you to live your ambitions and have a positive impact on your own life as well as the...Voir plus
The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr...Voir plus
Become a key player as a temporary client advisory agent, dedicated to enhancing banking experiences for members.Equip clients with the knowledge and tools for financial independence in a full-time...Voir plus
The Mullings Group has been retained by our client, Haywood Securities, in the search for a seasoned.Licensed Investment Advisor Assistant.This is a career-track position for a professional who thr...Voir plus
