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Financial Security Advisor

2 weeks ago

SaintLaurent, Canada Hatitac Services Financiers Full time

'''Duties:'''
- Provide financial advice and guidance to clients based on their financial goals and objectives
- Assess clients' financial situations by gathering information about their income, assets, debts, and expenses
- Develop personalized financial plans for clients, taking into account their risk tolerance, time horizon, and investment preferences
- Recommend appropriate investment strategies and products to help clients achieve their financial goals
- Monitor and review clients' investment portfolios on an ongoing basis, making adjustments as needed
- Stay up-to-date on market trends, economic conditions, and regulatory changes that may impact clients' investments
- Build and maintain strong relationships with clients through regular communication and meetings
- Collaborate with other professionals, such as tax advisors and estate planners, to provide comprehensive financial planning services

'''Requirements:'''
- Fluent in Mandarin or Cantonese; basic proficiency in English or French.
- Passion for the sales industry, enjoys competitive and challenging work.
- Highly empathetic, eager to help others, enjoys making friends, and skilled in communication and problem-solving.
- Excellent interpersonal and communication skill

Company Offers:

- We provide guidance for the Quebec financial license examination, LLQP and assistance for newcomers to enter the North American financial industry.
- We offer comprehensive training and development guidance for newcomers, and provide assistance during the internship period to help you become a formal financial advisor smoothly.
- Flexible working hours, self-employed commission income with lucrative commissions. The average annual income in Canada after three years of practice exceeds CAD 100,000, with no upper limit.
- We organize various group activities, dining rewards, peer exchange meetings, and excellent advisor trips to Northern Europe every year, awaiting you.

Note: This job description is not intended to be all-inclusive. The employee may perform other related duties as negotiated to meet the ongoing needs of the organization.

Type d'emploi : Temps plein, Temps partiel, Permanent

Rémunération : Jusqu'à 150 000,00$ par an

Heures prévues : au minimum 28 par semaine

Avantages:

- Assurance Dentaire
- Assurance Maladie Complémentaire
- REER Collectif

Flexible Language Requirement:

- Français non requis

Horaires de travail:

- Du Lundi au Vendredi
- Fins de semaine au besoin

Types de paie supplémentaire:

- Commissions
- Primes

Lieu du poste : Télétravail hybride à Saint-Laurent, QC H4T 1V6