Personal Finance Advisor
On-site · Mont-Laurier, Quebec, Canada or Ferme-Neuve, Quebec, Canada
Mont-Laurier, Quebec, Canada or Ferme-Neuve, Quebec, CanadaOn-siteFull TimeMid LevelAssociates DegreeEnterprise
Type
Full Time
Level
Mid Level
Education
Associates Degree
Company size
Enterprise
Job Summary
Personal Finance Advisor responsible for developing and maintaining lasting relationships with members and clients, listening to needs, advising on investments, loans and insurance products, managing satisfaction and service quality, staying informed on market trends, participating in outreach and community representation, and working with partners to design integrated financial strategies.
Required Qualifications
- College diploma in a related field
- Minimum of three years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Understanding of the philosophy and fundamentals of financial services cooperatives
- Policies, legislation and standards related to products and services offered by the caisse Desjardins business processes
- Service standards
- Techniques used to assess and monitor individual financing applications
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