Conseiller en sécurité financière

Job summary

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.

Job details

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.

What you’ll do

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.

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 skills are required.

Benefits

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

Listed skills

• Financial planning · Preferred
• Business development · Preferred
• Client Relationship Management · Preferred
• Organization · Preferred
• Planning · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

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

Job areas

• Finance & Accounting
• Sales
• Consulting

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