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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 be essential in crafting tailored financial strategies that align with individual goals.
Qualifications- Education: Completion of secondary (high) school graduation certificate is required.
- Experience: No prior experience necessary; comprehensive training will be provided.
- Assess and identify clients' financial objectives and aspirations.
- Review and analyze clients' financial documentation.
- Create customized financial plans that cater to clients' needs.
- Provide informed recommendations on cash management, insurance, investment strategies, retirement planning, and estate management.
- Dependable and trustworthy.
- Strong interpersonal communication skills.
- Exceptional verbal communication abilities.
- Proactive and self-motivated.
- Awareness of interpersonal dynamics.
- Highly organized and detail-oriented.
- Hybrid work model.
- Health Benefits: Includes dental and healthcare plans.
- Financial Incentives: Commission-based earnings, life insurance, and a Registered Retirement Savings Plan (RRSP).
This position requires a commitment of 40 to 50 hours per week, with a focus on delivering exceptional service to clients.
