Job Information
Personal Finance Advisor
Ottawa, Canada 25 Days Ago
Overview
Job Category: Banking/Finance
Job Type: Full-Time
Posted: 2019-11-11
Requirements
Job Status
Start Publishing: 2019-11-11
Stop Publishing: 2020-01-10
Ottawa, Canada
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Description

The person in this position is responsible for prospecting, soliciting, developing and maintaining business relationships with a clientele composed mainly of individual members and businesses with savings of 25,000 dollars to 50,000 dollars or mortgage financing. He/she promotes and sells products and services and stimulates business growth. As needed, the incumbent is assigned to overseeing financing for individual members served by the caisse or partners. The incumbent represents, engages, and negotiates on behalf of the caisse in agreements that have moderate impact on the caisse. He/she ensures consistency and balance between sales objectives, sound and prudent risk management, portfolio profitability and client, member and partner satisfaction.



Qualifications
    • College diploma in a related field
    • Two years of relevant experience

Please note that other combinations of qualifications and relevant experience may be considered

    • For vacant positions available in Quebec, please note that knowledge of French is required  

Specific knowledge

Proficiency written and spoken English and French

Accountability, Collaborates, Customer Focus, Innovation


Key competencies for the job

Drive results, Interpersonal Savvy

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