Join Greatway Financial Inc. as a full time Independent Financial Advisor in Québec, QC, where you'll offer personalized financial protection and advisory services. Build client relationships while promoting life insurance and strategic financial solutions.
This role requires expertise in Financial Planning and Retirement Planning to develop tailored strategies for clients' financial security. As a licensed advisor, you will analyze financial situations, recommend insurance solutions, and educate clients on long-term planning. Align with Greatway’s values by fostering trust and transparency with every interaction.
Key Responsibilities:
• Meet with clients to assess financial goals and current situations
• Recommend customized insurance and financial protection strategies
• Build and maintain an ongoing client base through prospecting
• Conduct regular reviews of client plans for market alignment
• Collaborate with support teams and participate in training programs
Requirements:
• Strong skills in Financial and Retirement Planning
• Experience in Financial Advisory with needs-based guidance
• Relevant life insurance licensing or eligibility in Québec
• Excellent interpersonal and communication skills
• Motivated and independent with a portfolio growth mindset
Foster client success with tailored financial strategies at Greatway Financial in Québec.
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📌 Financial Advisor at Greatway Financial (Quebec City)
🏢 Greatway Financial
📍 Quebec City
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