Prepare and execute strategies to attract and connect with new Clients
Conduct meetings with prospective and existing Clients
Review Clients' current financial state and gather information about future goals
Build financial roadmaps to help Clients achieve their goals
Recommend and implement suitable insurance and investment products
Continue meeting with Clients to keep plans up to date as life situations change
Stay current with industry changes through ongoing training and professional development
Obtain professional accreditations and designations throughout the career, such as CFP
Stay connected within the community through networking, marketing, and referrals
Requirements History of achievement in professional, academic, athletic, or other areas
Enjoys engaging, developing, and maintaining relationships with people
Disciplined and self-motivated
Goal-oriented with a robust work ethic
Continuous learner with a deep interest in helping others
Excellent communication skills
College/University degree
Some professional experience
Bilingualism in French and English, both oral and written, required
Must be legally entitled to work in Canada




LLQP and/or Mutual Fund license or course/exam completion is an asset (optional)
Core Competencies Demonstrates expertise in building financial roadmaps and recommending suitable insurance and investment products while maintaining strong client relationships. Proficient in bilingual communication in French and English, with a commitment to continuous professional development and industry knowledge.
Highest-signal resume keywords CFP Certification
Bilingualism in French and English
LLQP License
Client Relationship Management
Financial Planning
ATS Optimization Keywords Hard Skills Financial Roadmap Development
Insurance Product Recommendation
Investment Product Recommendation
Client Financial Review
Goal Setting
Soft Skills Excellent Communication Skills
Self-Motivated
Goal-Oriented
Relationship Building
Continuous Learner
Certifications & Qualifications CFP Certification
LLQP License
Mutual Fund License
Industry Keywords Client Engagement
Financial Services
Professional Development
Networking
Marketing

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📌 Financial Advisor (Quebec City)
🏢 Jobtailor
📍 Quebec City