Personal Finance Advisor - Remote

Overview

As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, ensuring their satisfaction while offering tailored financial advice.

In Short

• Advise members and clients on financial strategies.
• Manage business relationships and assess client satisfaction.
• Stay updated on financial services industry trends.
• Participate in outreach activities representing the caisse.
• Recommend investments, loans, and insurance products.
• Work with partners to design integrated strategies.
• Drive results while balancing satisfaction and business objectives.
• Available to work Monday to Friday, including evenings.
• Knowledge of French is required.
• Minimum of one year of relevant experience required.

Requirements

• Bachelor's degree in a related field.
• Mutual fund representative certificate – Autorité des marchés financiers.
• Understanding of financial services cooperatives.
• Knowledge of compliance legislation regarding financial products.
• Techniques for assessing individual financing applications.
• Interpersonal savvy is essential.
• Ability to drive results.
• Available for flexible working hours.
• Knowledge of current financial and economic events.
• Experience in client relationship management.

Benefits

• Competitive salary and annual bonus.
• 4 weeks of flexible vacation starting in the first year.
• Defined benefit pension plan.
• Group insurance including telemedicine.
• Reimbursement of health and wellness expenses.
• Telework equipment reimbursement.
• Equity, diversity, and inclusion commitment.
• Positive workplace environment.
• Support for accessible recruitment processes.
• Opportunities for professional growth.