Financial Security Advisor
Apply nowResponsibilities
- Develop a personalized relationship with the client ;
- Maintain existing customers and create new contacts ;
- Identify and assess customer needs to provide relevant and specialized advice ;
- Propose partners' financial products and services according to the opportunities detected in relation to the growth objectives ;
- Conduct financial analysis.A
Requirements
- Training in pooled funds ;
- Training in group insurance ;
- AMF licences in personal insurance and group savings ;
- Minimum 2 to 3 years of experience ;
- Experience as a financial planner (asset) ;
- Interest in financial analysis ;
- Knowledge of Équisoft CRM (asset) ;
- Excellent command of French ;
- Functional English (asset) ;
- Interpersonal, leadership and good communication ;
- Sense of organization and teamwork.
Advantages
- Group insurance after 3 months ;
- Pension fund with employer participation ;
- Vacation to discuss ;
- Family business ;
- Possibility of change ;
- Bonus commissions ;
- Continuing education.