Conseiller en sécurité financière

Job summary

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.

Job details

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.

What you’ll do

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.

Requirements

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.

Benefits

• 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

Listed skills

• Organization · Preferred
• interpersonal skills · Preferred
• Planning · Preferred
• Financial planning · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

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

Job areas

• Finance & Accounting
• Sales
• Consulting

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