Technical advisor

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.

Responsibilities:

1. Advise members and clients on the best strategies and work with them to identify expected results
2. Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement
3. Stay up-to-date on the financial services industry, market trends and best practices in your field
4. Participate in outreach activities and represent the caisse in the community

What we offer:

1. Competitive salary and annual bonus
2. 4 weeks of flexible vacation starting in the first year
3. Defined benefit pension plan that provides predictable, stable income throughout retirement
4. Group insurance including telemedicine
5. Reimbursement of health and wellness expenses and telework equipment

What you bring to the table:

1. Bachelor's degree in a related field
2. A minimum of one year of relevant experience
3. Please note that other combinations of qualifications and relevant experience may be considered
4. Knowledge of French is required
5. Knowledge of current financial, economic, political and legislative events
6. Notions of compliance with legislation respecting the distribution of financial products and services
7. Understanding of the philosophy and fundamentals of financial services cooperatives
8. Policies, legislation and standards related to products and services offered by the caisse
9. Techniques used to assess and monitor individual financing applications
10. Drive results, Interpersonal Savvy

LI-Hybrid

Trade Union