Financial Advisor
4 days ago
Tasks
- Prospect to expand your network and develop your client base.
- Establish and maintain strong relationships with clients.
- Analyze clients' profiles and financial goals to offer tailored strategies.
- Provide impartial, high-quality financial advice.
- Identify optimal solutions for life insurance, disability, and critical illness.
- Provide clear information on clients' asset performance and investments.
- Adopt a professional and objective approach in all recommendations.
- Perform any other related tasks.
Advantages
- Enjoy tax benefits.
- An exponential income opportunity based on your performance and results.
- Financial support up to $26,000 in the first year and over $56,000 during the first 36 months.
- Group insurance plan and stock ownership plan (RRSP or non-registered account).
- Recognition program with awards, financial incentives, and exclusive trips.
- Employee, advisor, and family assistance program (PAECF).
- Access to virtual care via a recognized platform.
- Social activities organized by the company to strengthen team cohesion.
- Continuous training and mentoring to support your professional development.
- Cutting-edge digital tools to simplify the management of your business.
- Guaranteed client buyback upon retirement (minimum 5 years).
Job requirements
- Hold or be willing to obtain a life insurance license (PQAP) and group savings license.
- Valid driver's license and availability to meet with clients.
- Intermediate proficiency in English, as 20% of the time may involve working with English-speaking clients.
Desired profile
- You have a strong entrepreneurial spirit, whether you already have a business or simply want to build one.
- You are autonomous and ready to take initiatives to develop your client base and grow your business.
- You know how to build solid, lasting relationships by offering personalized and high-quality service.
- You have a strong results orientation and are motivated to reach and exceed your goals.
- You are curious and ready to learn in a dynamic environment where continuous training is part of the journey.
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