Develop and maintain lasting and trusting business relationships with members and clients
Listen to members’ and clients’ needs and offer appropriate financial advice
Manage business relationships, assess member/client satisfaction and service quality
Stay up-to-date on the financial services industry and market trends
Participate in outreach activities and represent the caisse in the community

Bachelor's degree in a related field
A minimum of two years of relevant experience
Mutual fund representative certificate from the Ontario Securities Commission
Strong communication skills in both French and English, both oral and written
Knowledge of current financial, economic, political and legislative events
Understanding of compliance with legislation respecting the distribution of financial products and services
Understanding of the philosophy and fundamentals of financial services cooperatives

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

Personal Finance Advisor

Key skills