About this role
Role Overview
- Develop and maintain lasting and trusting business relationships with members and clients
- Listen to members’ and clients’ needs, offer advice that fits their financial situation
- Help clients choose appropriate solutions to meet financial goals
- Drive results by recommending investments, loans, and insurance products
- Serve as a financing expert advisor and resource person for the caisse
- Work with various partners and experts to design integrated strategies
Requirements
- College diploma in a related field
- A minimum of two years of relevant experience
- Mutual fund representative certificate – Autorité des marchés financiers
- Knowledge of French is required
- Available to work one evening per week
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