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Financial Planning Specialist

2 months ago

Victoriaville, Quebec, Canada Marjolaine Dion C.O. et RH Full time
Financial Advisor Job Description

At Marjolaine Dion C.O. et RH, we are seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you will play a crucial role in helping our clients achieve their financial goals and objectives.

Key Responsibilities:
  • Financial Planning: Develop and implement comprehensive financial plans for clients, taking into account their unique needs and circumstances.
  • Financial Analysis: Analyze clients' financial records to identify areas for improvement and provide recommendations for optimization.
  • Client Communication: Build strong relationships with clients through effective communication and interpersonal skills.
  • Financial Product Knowledge: Stay up-to-date on various financial products and services, including insurance, investments, and retirement planning.
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:

Our company offers a hybrid work environment, with a mix of remote and in-office work. We also provide a range of benefits, including a dental plan, health care plan, and a registered retirement savings plan (RRSP).

What We Offer:
  • Commission: Earn a competitive commission based on your sales performance.
  • Life Insurance: Receive life insurance coverage as part of our benefits package.
  • RRSP: Contribute to a registered retirement savings plan (RRSP) to help you save for your future.

We are an equal opportunities employer and welcome applications from diverse candidates. If you are a motivated and detail-oriented individual with a passion for finance, we encourage you to apply for this exciting opportunity.