22 Aug
|
iA Financial Group (Industrial Alliance)
|
Sainte-Thérèse
22 Aug
iA Financial Group (Industrial Alliance)
Sainte-Thérèse
Join iA Financial Group as a Financial Security Advisor, where you can balance work-life while helping clients achieve their financial goals. This role combines entrepreneurial spirit with teamwork in a supportive environment.
We are looking for proactive individuals with robust communication skills to excel in this client-focused position. Your responsibilities will include understanding diverse financial products, developing strategies to expand your client base, and conducting follow-ups through phone, email, and in-person interactions. If you enjoy advising others and wish to impact lives positively, this position is perfect for you.
Key Responsibilities:
• Understand our range of financial products thoroughly • Develop a strategic marketing approach to acquire clients • Identify clients' financial protection and savings needs • Create tailored advisory services to meet client goals • Conduct regular follow-ups to ensure client satisfaction
Requirements: • Strong communication and social skills • Interest in finance and client advisory • Ability to explain complex topics clearly • Discipline and planning skills are essential • Integrity and willingness to learn
Impact your community by guiding clients through their financial journey with iA Financial Group. #J-18808-Ljbffr
📌 Financial Security Advisor in Canada (Sainte-Thérèse)
🏢 iA Financial Group (Industrial Alliance)
📍 Sainte-Thérèse