Financial Security Advisor

16 hours ago

Montreal, Quebec, Canada Cabinet d'assurance Banque Nationale Full time
About the Role

As a Financial Security Advisor at Cabinet d'assurance Banque Nationale, you will be a trusted partner for our clients' individual insurance protection needs. Your expertise will help them navigate the complexities of financial security and provide tailored solutions to meet their evolving needs.

Key Responsibilities
  • Provide comprehensive protection advice to clients, taking into account their current and future needs.
  • Follow up with clients to adapt and optimize their financial situation, ensuring they have the right insurance coverage.
  • Participate in networking and synergy activities with our branch network to stay up-to-date on industry developments and best practices.
  • Collaborate with colleagues to support the company's vision of putting people first in all interactions.
  • Ensure compliance with regulatory requirements and risk management protocols.
Benefits
  • Access to a unique partnership with National Bank, offering business opportunities with targeted clienteles.
  • Business relationships with Canada's largest insurers, providing access to a wide range of insurance solutions.
  • Specialized support for administrative management of files, including innovative technological tools.
  • Access to a dedicated administrative support team and tax and financial planning professionals.
  • Competitive compensation package, including commissions and bonuses.
Requirements
  • Hold a current financial security advisor licence.
  • Experience in the insurance industry, with a strong understanding of compliance and risk management rules.
Preferred Skills
  • Interest in technology and ability to adapt to different situations.
  • Caring, inclusive, and respectful behavior, with a desire to establish and maintain long-term customer relationships.
  • Goal-oriented and entrepreneurial attitude, with a focus on delivering exceptional results.

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