Overview

As a personal finance advisor, youre responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure theyre satisfied.

Your role is to listen to members and clients needs, offer them advice that fits their financial situation and help them choose appropriate solutions to meet their financial goals.

You work closely with a client base consisting mainly of individual members and businesses.

Interpersonal savvy is therefore essential.

You drive results by recommending investments, loans and insurance products.

You use your expertise to balance member/client satisfaction, business objectives, profitability and sound and prudent risk management.

You work with various partners and experts to design integrated strategies that meet the needs of members and clients.

Responsibilities

• Advise members and clients on the best strategies and work with them ...