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
*
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
Mutual fund representative certificate – Autorité des marchés financiers
Strong communication skills in both French and English, both oral and written due to the nature of the duties or work tools or because the position involves interactions with english-speaking partners, members and/or clients
Available to work one evening per week
Trade Union (If applicable)
Personal Finance Advisor • Laval
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynamic colleagues—experts in their fie... Show more
Explore a rewarding Advisor role in Investment and Financing within the Laval area, where you will focus on delivering individualized financial solutions.Empathy and service excellence will be your... Show more
Req#JR00034450 FC096 Pointe-Claire.Financial advisors love to build long-term relationships with people and help them plan financially for the various stages of life.They make an impact in their co... Show more
Shape customer financial futures as a Personal Banker dedicated to personalized investment and banking solutions.Connect deeply with clients to enhance their financial confidence and loyalty.As a P... Show more
What if you could redefine what's possible?.We are the home of ambitious, passionate, and innovative world shapers.With an unmatched breadth and depth of engineering, advisory and science‑based exp... Show more
Private Client Advisor / Wealth Advisor / Investment Specialist.Salary: $180,000 - $250,000 Yr 1 (base plus uncapped commissions and bonus structure, benefits and career growth).Industry: Financial... Show more
You are as unique as your background, experience and point of view.Here, you’ll be encouraged, empowered and challenged to be your best self.You'll work with dynamic colleagues - experts in their f... Show more
Join Wealthsimple as a Lead Advisor, where you will redefine high net worth client financial services.This hybrid role encourages a client-first approach free from sales targets.As part of the Weal... Show more
Led by Camille Estephan, Diligence Wealth Management has earned recognition as the top-performing office within the Manulife Wealth Inc.Canada, consistently, and by a wide margin.That level of perf... Show more
Are you eager to kick-start a career in an industry brimming with limitless growth potential and income opportunities? If you are an entrepreneurial, self‑driven individual ready to invest the effo... Show more
This range is provided by Mercor.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.Financial Advisors to collaborate with a top AI research lab.In... Show more
A leading financial services firm is seeking a Wealth Advisor/Financial Planner to provide exceptional client experiences and investment advice.This role involves developing financial planning stra... Show more
Senior Account Advisor - Personal Lines.Be among the first 25 applicants.Senior Account Advisor - Personal Lines.We are seeking a talented individual to join our Account Management team at Marsh as... Show more
Location: Montreal, QC (Hybrid - 4 days/week in the office).Duration: 06 Months Contract on T4 (possibility of extension or temporary to permanent).Bilingualism (French/English): Bilingual - Both w... Show more
Centre d'expertise de Gestion privée 1859,.National Bank, means acting as a financial planner and tax specialist for.This job allows you to have a positive impact on our.Provide support and guidanc... Show more
A career as an expert advisor in the team of the Centre d'expertise de Gestion privée 1859, at National Bank, means acting as a financial planner and tax specialist for GP1859's clients.This job al... Show more
Pursue a fulfilling role as a Wealth Advisor at CC&L Private Capital, one of Canada’s foremost independent investment managers.This unique opportunity allows you to craft personalized financial str... Show more
A prominent financial institution in Montreal seeks a Banking Advisor to provide personalized service to personal and small business clients.Responsibilities include advising on financial products,... Show more
RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies.We are part of the Rippleffect Group (formerly Fat Media Group) and are Compa... Show more
A leading financial institution in Montreal is seeking a Senior Private Banker to support high-net-worth clients by offering complex financing solutions and strategic advice.The ideal candidate wil... Show more
){kind=logo}
