Personal Finance Advisor

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 ...