Financial Security Advisor

2 weeks ago


Quebec City, Canada Beneva Full time

Job Posting Title:
Financial security advisor

Worker Type:
Regular

**Job Description**:
Beneva (CFB) est présentement à la recherche d’entrepreneurs/intrapreneurs passionnés pour consolider ses plans de croissance dans toutes les régions du Québec

Votre rôle sera d’accompagner les clients dans la planification de leur sécurité financière.

Vous recherchez:
- Un environnement dans lequel vous pouvez devenir un entrepreneur à succès- Le contrôle sur votre horaire et de vos activités- Un travail où votre service-conseil en matière d’assurance de personnes, de placements et de planification de la retraite sera reconnu et apprécié par vos clients et votre communauté- Un accès facile aux clients existants de l’entreprise- De l’aide au développement des affaires et à l’identification de clients et marchés cibles

Vos talents et qualifications:
- Passion pour le service client- Fortes aptitudes de communication- Sens des responsabilités, de l’organisation et de la planification- Esprit d’analyse et de synthèse- Capacité de développer et entretenir de bons rapports avec les gens

Nous offrons:
- Rémunération hautement compétitive, à la hauteur de vos efforts- Support financier en début de carrière- Formation initiale et formation continue vous permettant de parfaire vos connaissances et vos compétences dans votre entreprise- Gamme complète de produits tel que l’assurance-vie, l’assurance invalidité, l’assurance maladie grave, fonds distincts, REER, CELI, FERR, rentes, etc- Programme de référencement provenant d’autres secteurs de l’entreprise et accès aux membres des groupes d’affinité avec lesquels nous avons des partenariats- Coaching personnalisé, accompagnement sur le terrain et soutien d’un gestionnaire expérimenté vous permettant d’accélérer la croissance de votre entreprise- Outils de travail vous permettant d’être complètement efficace pour vos rencontres clients à distance ou en personne

Joignez-vous à nous

True to its purpose, Beneva places people at the heart of its actions and contributes to the well-being of the community. It accompanies its clients in all stages of their lives, both for their insurance and for their financial services.

Follow us on Instagram



  • Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Quebec City, Canada BMO Financial Group Full time

    VIRTUAL(R)61 - HomeRes - QC - BMO XXXXX Quebec,X0X 0X0 Language Requirements for role: Strong verbal and written language skills in both French and English Certifications: Must have completed Canadian Securities Course (CSC) Work from home Availability to work between 8:00AM and 6:00PM EST Monday to Friday (37.5 hours per week) **Advisor, BMO...


  • Quebec, Canada RBC Full time

    Remote work available in the following provinces: Quebec, Ontario and New Brunswick.As a Bilingual Licensed Financial Security Advisor, Client Care - Insurance, you will respond with professional and accurate service for all client concerns and escalations Insurance Life & Health. You will be responsible for providing effective problem resolution and...


  • Quebec, Canada RBC Full time

    Remote work available in the following provinces: Quebec, Ontario and New Brunswick.As a Bilingual Licensed Financial Security Advisor, Client Care - Insurance, you will respond with professional and accurate service for all client concerns and escalations Insurance Life & Health. You will be responsible for providing effective problem resolution and...


  • Quebec, Canada RBC Full time

    Remote work available in the following provinces: Quebec, Ontario and New Brunswick.As a Bilingual Licensed Financial Security Advisor, Client Care - Insurance, you will respond with professional and accurate service for all client concerns and escalations Insurance Life & Health. You will be responsible for providing effective problem resolution and...


  • Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Quebec City, Canada iA Groupe financier iA Financial Group Full time

    Enterprise architecture / _Permanent position_ / _Hybrid or telework_ / _Montreal or Quebec City_ / - French and English / Start date: as soon as possible_ Join a dynamic and innovative enterprise architecture team that plays a key role in implementing the company’s strategy. As a member of the enterprise architecture department, the Enterprise...


  • Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Advisor, Business

    6 days ago


    Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...

  • Private Wealth Advisor

    19 hours ago


    Quebec City, Canada National Bank of Canada Full time

    A career as a private wealth advisor in the Commercial & Private Banking 1859 team means acting as a preferred financial specialist for wealthy clients. This job allows you to have a positive impact on our organization, thanks to your skills in providing exceptional customer service, your ability to build strong trusting relationships and your knowledge of...


  • Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Quebec City, Canada Desjardins Full time

    At Desjardins, we believe in equity, diversity and inclusion. We're committed to welcoming, respecting and valuing people for who they are as individuals, learning from their differences, embracing their uniqueness, and providing a positive workplace for all. At Desjardins, we have zero tolerance for discrimination of any kind. We believe our teams should...


  • Quebec City, Canada National Bank of Canada Full time

    A career as a Wealth Associate at National Bank is a job that where you can capitalize on your entrepreneurial spirit and have a direct impact on clients. In this role, you will support clients during all their life events to help them achieve their financial goals, and you will build long-term, trust-based relationships. You will work at the Sainte-Foy...