Caisse Alliance Looking for Personal Finance Advisor at North Bay, ON Full Time

Job Offer West Ferris Branch

Personal Finance Advisor – (internal/external posting)

Contest number: 2210-0306

Employer and Position Summary

The Caisse Alliance is a francophone financial cooperative. It employs over 350 employees in 30 branches of 24 Northern Ontario communities. The Caisse has over $2B in assets and offers quality financial services to approximately 50,000 members. It is proud to support the economic development of its region and remains a strong example of cooperation.

Reporting to the Manager, Personal Lending and Wealth Management, the Personal Finance Advisor is responsible for prospecting, soliciting, developing, and maintaining business relationships with a clientele in need of support with mortgage financing. They promote and sells products and services offered with the objective of growing the Caisse’s business. It ensures consistency and between sales objectives, sound and prudent risk management, portfolio profitability and member and partner satisfaction.

Specific Responsibilities

• Solicit, develop and maintain a personalized business relationship with an existing or potential clientele in order to promote and sell the Caisse’s products and services;

• To act as a consultant, i.e. to be the privileged link between the branch and its members, thus enabling the latter to achieve their financial objectives;

• Responding to the financing needs of the members in their portfolio and advising them on the best strategies to adopt in order to make their personal finances grow for various projects;

• Identify and analyze the needs of members, develop an adapted solution and prepare an integrated service offer;

• Recommending strategies or solutions aimed at achieving the objectives of the branches and the Caisse, such as increasing business volume, sound risk management, portfolio profitability and the improvement of business relationships;

• Monitor and identify business development opportunities to support the competitiveness of the products and services offered;

• Be attentive to the needs of members in order to ensure their complete satisfaction, seize business opportunities and, if necessary, referring them to the people able to meet their needs;

• Respect the policies, practices and standards in effect as well as the various laws governing the distribution of financial products and services.

Sought Profile

Education: College diploma in business administration, commerce, or accounting or in a related field

AND/OR Experience: 2 years experience in personal financial services, administration, accounting or finance

Main skills:

• Proficient in both official languages (oral and written);

• Have a good business sense;

• Interpersonal communication skills;

• Be customer and results oriented;

• Possess good analytical skills;

• Able to make quality decisions;

• Knowing how to define priorities;

• Ability to negotiate;

• Knowing the policies, laws and standards related to the products and services offered by the Caisse.

Working conditions

Branch: West Ferris (North Bay)

Employee Status: Permanent positions, full time, 36.5 hrs/week

Compensation: According to the N6 level ($ 54,262 – $ 67,029) of the current salary scale

Those interested in applying should submit their resume, no later than 4:00 p.m. on November 1st, 2022, to the attention of Ms. Kendra-Leigh Laflèche, Human Resources Assistant.

Be sure to include the contest number in your application to be considered.

We offer equal opportunity to all. Accommodations are available upon request for candidates who take part in every step of the hiring process.

Applicants are subject to a surety bond pending approval by the insurer. To work at the Caisse, you must at least understand French (be able to understand what you are being told, be able to read and write, but not necessarily master the language when speaking, writing, etc.)

Job Types: Full-time, Permanent

Salary: $54,262.00-$67,029.00 per year

Benefits:

• Company pension
• Dental care
• Employee assistance program
• On-site parking
• Vision care

Schedule:

• Monday to Friday

Education:

• DCS / DEC (preferred)

Language:

• English (required)
• French (required)

Application deadline: 2022-11-01