Conseiller en sécurité financière

Résumé du poste

The role involves accompanying clients in planning and optimizing their financial security. Key duties include proposing tailored solutions for life insurance, investments, and retirement planning.

Détails du poste

The role involves accompanying clients in planning and optimizing their financial security. Key duties include proposing tailored solutions for life insurance, investments, and retirement planning. Candidates must have at least 4 years of work experience in Quebec and hold at least an AEC or DEC in a relevant field. Advanced proficiency in French and strong interpersonal and analytical skills are required.

Ce que vous ferez

The role involves accompanying clients in planning and optimizing their financial security. Key duties include proposing tailored solutions for life insurance, investments, and retirement planning.

Exigences

Candidates must have at least 4 years of work experience in Quebec and hold at least an AEC or DEC in a relevant field. Advanced proficiency in French and strong interpersonal and analytical skills are required.

Avantages

• Hybrid work environment
• Competitive remuneration
• Early career financial support
• Initial and continuous training
• Referral program
• Access to affinity group members
• Personalized coaching and field support

Compétences indiquées

• Sens de l’organisation · Souhaitée
• interpersonal skills · Souhaitée
• Planning · Souhaitée
• Financial planning · Souhaitée
• Business development · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Planning
• Life Insurance
• Investment Management
• Retirement Planning
• Business Development
• Analytical Skills
• Interpersonal Skills
• Organization
• Planning
• Customer Relationship Management

Domaines d’emploi

• Finance & Accounting
• Sales
• Consulting

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