Personal financial advisor
Location
beloeil, qc
Job Type
Full-time
Category
Finance
Posted
June 01, 2026
Several opportunities are currently available in Richelieu-Yamaska region.
Make a real difference in the financial lives of our members.
Are you passionate about finance, motivated by connecting with others and naturally good at supporting people in their life projects? If so, this position is for you!
Required
As a personal finance advisor, you play a key role in supporting our members and clients with their financing, savings and insurance needs. You’re the person they trust, who understands their goals, offers good advice and guides them toward financial solutions that are right for them. More specifically, you will be required to:
- Meet the savings and credit needs of members, including mortgages.
- Manage business relationships, assess satisfaction and service quality, follow up on these relationships and identify areas for improvement.
- Advise our members and clients on personali...