Financial Services Advisor - La Salle, Canada - Caisse Financial Group

Caisse Financial Group

Verified Company

La Salle, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

Your next jobyour new joie de vivre
Manitoba's oldest financial cooperative is inviting you to become part of its people.

We're currently looking for people to fill the following position in La Salle.

FINANCIAL SERVICES ADVISOR
(Full-time, permanent)

More about the position
As a Financial Services Advisor, you forge and maintain lasting relationships with current and potential Caisse members. You actively promote customer loyalty, acquire and maintain a dedicated customer base.

You provide advice to members regarding their financial matters and offer investment and credit related products according to the members' needs while actively promoting the sale of related services.

What you bring:

Previous experience as a Credit Officer or Financial Services Advisor would be an asset
Relevant financial service experience at a caisse, credit union or bank
Experience in managing a lending portfolio and mortgage accreditation would be an asset
Excellent skills in sales and crossselling techniques
Strong communication skills
Demonstrates interest and a positive attitude towards his or her own training and career evolution
Ability to put into practice principles of financial planning and offer advice to members by presenting them with financial solutions which will allow them to meet their objectives
Good knowledge of Microsoft Office products
Written and verbal French fluency would come in handy but is not required

Salary is according to experience/qualifications and is accompanied by a comprehensive benefits package and incentive plan. We proudly provide a welcoming, diverse and caring workplace, work-life balance, career development, health and safety, among other rewards.

Job Types:
Full-time, Permanent

Benefits: