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Financial Services Specialist

2 months ago

Victoriaville, Quebec, Canada Marjolaine Dion C.O. et RH Full time
Job Summary

We are seeking a skilled Financial Advisor to join our team at Marjolaine Dion C.O. et RH. As a key member of our financial services team, you will be responsible for providing expert financial guidance to our clients.

Key Responsibilities
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique goals and objectives.
  • Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations for optimization.
  • Cash Management: Help clients manage their cash flow and make informed decisions about investments and savings.
  • Insurance and Retirement Planning: Provide guidance on insurance coverage, retirement planning, and estate planning to ensure clients' financial security.
Requirements
  • Education: Secondary (high) school graduation certificate
  • Experience: Will train
  • Personal Suitability: Dependability, efficient interpersonal skills, excellent oral communication, initiative, interpersonal awareness, and organized
Work Environment
  • Workplace: Hybrid
  • Hours: 40 to 50 hours per week
  • Language: French
Benefits
  • Financial Benefits: Commission, life insurance, and Registered Retirement Savings Plan (RRSP)
  • Health Benefits: Dental plan and health care plan