Financial Associate
3 weeks ago
Position Overview
This is a full-time hybrid position for a Financial Associate at Services Financiers Hélix, offering flexibility for remote work. The Financial Associate will play a key role in delivering financial guidance, conducting financial needs assessments, and coordinating meetings for Senior Advisors.
Key Responsibilities:
- Expand your clientele by networking within your community and personal connections
- Engage with prospects and clients to assess their financial objectives
- Offer reliable advice on suitable life and health insurance solutions to mitigate risks
- Provide tailored, ongoing financial strategies to assist clients in achieving their long-term retirement aspirations
- Develop and enhance your business through client referrals
Required Qualifications:
- Expertise in Financial Analysis, Investment Management, and Financial Consulting
- Strong Client Relationship Management and Communication abilities
- Familiarity with financial products and services
- Meticulous attention to detail and robust analytical capabilities
- Capacity to work autonomously as well as collaboratively
- Proficiency in financial software and analytical tools
- Bachelor's degree in Finance, Economics, Business, or a related discipline
- Bilingual proficiency in French and English is essential; knowledge of Cantonese and/or Mandarin is a valuable asset
- Completion of LLQP studies is considered a significant advantage
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