Role Overview

As a wealth management advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients to ensure their satisfaction. Your role focuses on listening to members’ and clients’ needs, offering advice that fits their financial situation, and helping them choose appropriate solutions to meet their financial goals. You work closely with a client base of individual members and business owners. Interpersonal savvy is essential.

Responsibilities

• Advise members and clients on the best strategies and work with them to identify expected results.
• Manage business relationships, assess 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.
• Participate in outreach activities and represent the caisse in the community.
• Develop strategies and reco...