Conseiller en sécurité financière

Résumé du poste

The role involves guiding clients through the planning and optimization of their financial security. Key duties include proposing tailored solutions for life insurance, investments, and retirement planning.

Détails du poste

The role involves guiding clients through the planning and optimization of 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 skills are required.

Ce que vous ferez

The role involves guiding clients through the planning and optimization of 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 skills are required.

Avantages

• Hybrid work environment
• Competitive remuneration
• Early career financial support
• Initial and continuous training
• Referral program
• Affinity group partnerships
• Personalized coaching and field support

Compétences indiquées

• Sens de l’organisation · Souhaitée
• Planning · Souhaitée
• Financial planning · Souhaitée
• Client Relationship Management · Souhaitée
• Business development · Souhaitée

Autres compétences pertinentes

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

• Financial Planning
• Life Insurance
• Investment Planning
• Retirement Planning
• Business Development
• Client Relationship Management
• Analytical Skills
• Synthesis Skills
• Organization
• Planning
• French Proficiency

Domaines d’emploi

• Finance & Accounting
• Sales
• Consulting

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