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Financial Consultant

3 months ago

Victoriaville, Quebec, Canada Marjolaine Dion C.O. et RH Full time
Position Overview

As a Financial Consultant at Marjolaine Dion C.O. et RH, you will play a crucial role in assisting clients with their financial aspirations. Your expertise will guide them in navigating their financial landscape effectively.

Qualifications
  • Education: Secondary (high) school graduation certificate
  • Experience: Will train
Key Responsibilities
  • Assess clients' financial objectives and aspirations
  • Examine clients' financial documentation
  • Create tailored financial strategies for clients
  • Provide insights on cash management, insurance options, investment strategies, retirement planning, and estate planning
Personal Attributes
  • Reliable and dependable
  • Strong interpersonal skills
  • Exceptional verbal communication
  • Proactive and initiative-driven
  • Awareness of interpersonal dynamics
  • Highly organized
Screening Criteria
  • Are you currently authorized to work in Canada?
Work Environment
  • Hybrid work model
Benefits
  • Health Benefits: Dental plan, Health care plan
  • Financial Incentives: Commission, Life insurance, Registered Retirement Savings Plan (RRSP)
Employment Details
  • Work Term: Permanent
  • Work Language: French
  • Hours: 40 to 50 hours per week