Personal Finance Advisor
Core
Develop and maintain trusting business relationships with young people and individual members to provide tailored financial advice and recommend investments, loans, and insurance products.
Role type
Personal Finance Advisor (Client-facing IC)
Builds
Integrated financial strategies and client satisfaction outcomes for a credit union/caisse
Domain
Financial Services / Personal Finance
Deliverable
client delivery
Required skills
Financial product knowledge, debt management, compliance with financial distribution legislation, computer system data integration, financing application assessment
Preferred skills
Knowledge of cooperative financial services philosophy, market trend analysis, service standards
Technologies
Computer systems for financial data integration
Responsibilities
Advise members on strategies to identify expected results, manage business relationships and assess satisfaction, participate in community outreach activities, stay updated on industry trends and best practices
