Financial Security Advisor

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Financial Security Advisor

Sherbrooke
Insurance
22553

We are looking for a financial security advisor for one of our clients.
The opportunity for you to take up a new challenge and develop your professional career within a family company specializing in wealth management and personal insurance.

Permanent position, full time.

Apply now

Responsibilities

  • 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.

Are you the right fit for this opportunity? Apply today!

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