Personal financial advisor
About The Position
Several opportunities are currently available in Western Montérégie. Make a real difference in the financial lives of our members. Are you passionate about finance, motivated by connecting with others and naturally good at supporting people in their life projects? If so, this position is for you! As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You’re the person they trust, who understands their goals, offers good advice and guides them toward financial solutions that are right for them.
Requirements
- Passionate about finance
- Motivated by connecting with others
- Naturally good at supporting people in their life projects
Responsibilities
- Meet the savings and credit needs of members, including mortgages.
- Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
- Advise our members and clients on personalized strategies and work with them to set well-defined and measurable financial goals.
- Stay on top of the latest financial news and track market trends and best practices to enrich your advice and anticipate your clients’ needs.
- Proudly represent our financial institution to our partners and the public by participating in community activities.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
