Join Greatway Financial Inc. as an Independent Financial Advisor in Québec, QC, where you will provide tailored financial protection strategies centered around life insurance. This full-time position is ideal for those dedicated to enhancing client financial security.
In this role, you will assess clients' goals and financial conditions, utilizing your expertise in Financial Planning and Retirement Planning. Your responsibilities will include building a sustainable client base, recommending appropriate insurance solutions, and conducting regular reviews to ensure alignment with client needs, all while adhering to ethical standards and compliance.
Key Responsibilities:
• Meet clients to evaluate their financial goals and needs
• Customize insurance and financial strategies to suit clients




• Build client relationships and maintain communication
• Conduct reviews of plans to stay aligned with client objectives
• Collaborate with internal support teams and training sessions
Requirements:
• Proficient in Financial Planning and Investment knowledge
• Experience in Financial Advisory with a client-focused approach
• Eligible for life insurance licensing in Québec
• Solid communication and presentation skills
• Motivated individual with time management abilities
Elevate client financial security through dedicated advisory services at Greatway Financial in Québec.
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📌 Greatway Financial Independent Advisor Role (Quebec City)
🏢 Greatway Financial
📍 Quebec City