Job Summary As a personal finance advisor at Caisse Desjardins du Haut-Saint-Laurent, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure their satisfaction. You listen to members’ and clients’ needs, offer advice that fits their financial situation, and help them choose appropriate solutions to meet their financial goals. You work closely with a client base consisting mainly of individual members and businesses. Interpersonal savvy is therefore essential. You drive results by recommending investments, loans, and insurance products, and balance member/client satisfaction, business objectives, profitability, and sound risk management. You collaborate with partners and experts to design integrated strategies that meet the needs of members and clients. 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. Benefits Competitive salary and annual bonus. 4 weeks of flexible vacation starting in the first year. Defined benefit pension plan providing predictable, stable income throughout retirement. Group insurance including telemedicine. Reimbursement of health and wellness expenses and telework equipment. Benefits apply based on eligibility criteria. Qualifications Bachelor's degree in a related field. A minimum of one year of relevant experience. Other combinations of qualifications and relevant experience may be considered. Mutual fund representative certificate – Autorité des marchés financiers. Knowledge of French is required. Action oriented, customer focus, differences, drive results, interpersonal savvy, nimble learning. #J-18808-Ljbffr