We are looking for an Insurance and Savings Solutions Specialist to join our client's agile and human team and contribute to the growth of their/your clientele. You will evolve in a stimulating and supportive environment, where your professional ambitions can be fully expressed.

Responsibilities

- Prospect and autonomously grow a new business portfolio through networking and references
- Analyze the financial needs and short, medium and long term objectives of clients
- Recommend personalized solutions in life insurance, disability insurance, critical illness insurance and savings
- Support clients in planning their retirement and achieving their financial goals
- Ensure rigorous monitoring and offer an exceptional customer experience

Profile sought
- Excellent interpersonal skills and sense of customer service
- Strong interest in financial services, insurance and savings




- Entrepreneurial spirit and orientation results
- Autonomy, discipline and organizational skills
- Experience in sales, consulting or business development (an asset)

What we offer
- Comprehensive training and support
- Personalized coaching and mentoring
- Support in obtaining the necessary permits and certifications
- Opportunities for advancement towards management and leadership positions
- Tools (creation of your website, marketing support, etc.) and resources
- Access to a full range of insurance and savings solutions
- Flexibility and autonomy
- High compensation potential

Only those selected for an interview will be contacted.

We subscribe to the principle of employment equity.

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📌 Analyst, Derivatives Administration and Settlement (Temporary – 12 months) (Montreal)
🏢 PSP Investments
📍 Montreal