Financial Associate

3 weeks ago


Montreal, Quebec, Canada Services Financiers Hélix Full time

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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