Full-time

CA$150,000.00–CA$180,000.00 yearly

Permanent

Full time

CA$43,875.00 yearly

Full-time

Full time

CA$85,000.00 yearly

Full-time

Full time

Full-time

Full-time

Full-time

Full-time

Full-time

Make a difference in the lives of your clients while developing your career!

Are you passionate about human relations, advice and support? Do you want to support individuals and families in achieving their goals by offering them tailored solutions in terms of personal insurance, investments and retirement planning?

We are looking for an Insurance and Savings Solutions Specialist to join our client's energetic 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 current 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

Ready for a call with us?

Join a team that values excellence, entrepreneurship and professional development.

Only those selected for an interview will be contacted.

We subscribe to the principle of employment equity.
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📌 Associate Director, Balance Sheet Management, Insurance On Site Montreal (Canada)
🏢 National Bank
📍 Canada