Financial Security Advisor

1 month ago


SaintEustache, Quebec, Canada Industrielle Alliance Groupe Financier Full time
Join Our Team as a Financial Security Advisor

We are seeking a proactive and rigorous individual to support our clients in achieving their financial goals.

As a Financial Security Advisor, you will be responsible for acquiring a solid knowledge of our range of financial products, creating a business and marketing strategy to develop your clientele, and establishing and defining your clients' protection and savings needs.

You will contribute to the achievement of their financial goals, create value by offering advisory services tailored to your clients' needs, and perform periodic customer follow-ups by telephone, email, and in person.

We are looking for someone with good social and communication skills, confidence in their abilities, and a desire to learn and grow with our company.

Benefits of Working with Us
  • A flexible schedule that makes it easier to balance work and family life;
  • A compensation system that rewards you for your performance;
  • Start-up assistance: we support you throughout your certification training;
  • Multidisciplinary team: you benefit from the experience and know-how of professionals from our network;
  • Continuing education: we offer support and training at all times to help you reach your full potential;
  • Benefits: access to a group insurance plan and a retirement plan;
  • Marketing: you have a wide range of marketing tools to create a customized business strategy and personalize your communication materials;
  • Technological tools: you have access to several tools and services to boost your business development;
  • Workplace: you can work alternately from home or at our offices according to a flexible schedule.
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