Personal Finance Advisor developing and maintaining client relationships at Caisse populaire Desjardins du Centre-sud gaspésien. Advising clients on financial strategies and managing satisfaction and service quality.
Responsibilities
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
Requirements
Bachelor's degree in a related field
At least one year of relevant experience
Mutual Fund Representative Certificate – Autorité des marchés financiers (AMF)
French language proficiency required
Benefits
Competitive salary and annual bonus
4 weeks of flexible vacation beginning in the first year
Defined benefit pension plan providing predictable, stable income throughout retirement
Group insurance including telemedicine
Reimbursement for health and wellness expenses and telework equipment
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