24 Aug
|
iA Financial Group (Industrial Alliance)
|
Quebec City
24 Aug
iA Financial Group (Industrial Alliance)
Quebec City
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 setting.
We are looking for proactive individuals with solid 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:
• Solid 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.
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📌 Financial Security Advisor In Canada Quebec City
🏢 iA Financial Group (Industrial Alliance)
📍 Quebec City