Personal Finance Advisor

As a personal finance advisor at Caisse Desjardins d'Amos, 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 of young people and individual members. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans, and insurance products. You serve as a financing expert advisor and resource person for the caisse. 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:

• College diploma in a related field.
• A minimum of two years of relevant experience.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Knowledge of French is required.
• Please note that other combinations of qualifications and relevant experience may be considered.

Action oriented, Customer Focus, Differences, Drive results, Interpersonal Savvy, Nimble learning.