Financial Security Advisor
Are you an entrepreneur at heart? Do you enjoy teamwork, helping others, and have excellent communication skills? We are looking for proactive and meticulous individuals who would like to pursue a career as financial security advisors. Your role will be to support your clients in achieving their financial goals. If you are interested in advisory services, are action-oriented, and want to make a difference in people's lives, don't hesitate to seize this opportunity!
Job Responsibilities
Acquire a solid understanding of our range of financial products
Develop a business and marketing strategy to grow your client base
Establish and define your clients' protection and savings needs
Contribute to the achievement of their financial goals
Create value by offering advisory services tailored to your clients
Conduct regular client follow-ups by phone, email, and in person
Stay informed about product and strategy trends and financial developments
Desired Skills
Good social and communication skills
Confidence in your abilities and boldness
Interest in finance
Ability to explain complex topics clearly and simply
Ability to take on challenges
Attentiveness to others and their needs
Desire to learn
Rigorous and disciplined at work
Strong planning skills
Integrity
Being a Financial Security Advisor for iA Financial Group means
Experiencing the perks of self-employment and receiving the support you need to achieve your professional goals.
More specifically, you will have access to:
A flexible schedule that facilitates work-life balance
A compensation system that rewards your performance
Benefits
Start-up assistance: throughout your AMF and PQAP certification training
Multidisciplinary team: benefit from the experience and expertise of professionals in the network
Continuing education: ongoing support and training to help you reach your full potential
Employee benefits: access to a group insurance plan and a retirement plan
Marketing: access to a wide range of marketing tools to create a customized business strategy and personalize your communication materials
Technological tools: access to several tools and services to propel your business development, including a equipment rental and purchase program, a customer relationship management (CRM) system, an intranet, a newsletter service, and remote technical support, etc.
Work Location
You can work alternately from home or at our offices according to a flexible schedule.
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📌 Sales Representative (Quebec City)
🏢 Katimavik
📍 Quebec City
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