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Financial Consultant
3 months ago
As a Financial Consultant at Marjolaine Dion C.O. et RH, you will play a crucial role in guiding clients towards achieving their financial aspirations. Your expertise will help clients navigate the complexities of financial planning.
Qualifications- Education: Secondary (high) school graduation certificate
- Experience: Will train
- Assess clients' financial objectives and aspirations
- Review and interpret clients' financial documentation
- Create tailored financial strategies for clients
- Provide insights on cash flow management, insurance options, investment strategies, retirement planning, and estate management
- Dependable
- Strong interpersonal skills
- Exceptional verbal communication
- Proactive
- Awareness of interpersonal dynamics
- Well-organized
- Work Arrangement: Hybrid
- Health Benefits: Dental plan, Health care plan
- Financial Incentives: Commission, Life insurance, Registered Retirement Savings Plan (RRSP)
Expect to work between 40 to 50 hours per week.
Language RequirementThe primary working language is French.