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 benefits of self-employment and receiving the support you need to achieve your skilled 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.