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Détails du poste

Work-Life Balance Professional Environment Job Description Financial Security Advisor Company History A leading player in the Canadian financial industry. We have been supporting Canadians and earning their trust for over 125 years. With over 7,000 employees across the country and a leadership team comprised of dedicated and innovative managers, we hold a special place in the minds of our 25,000 representatives and 4 million clients. We are a reputable employer that values each of its employees. We place great importance on continuous improvement and encourage the sharing of ideas and teamwork in a high-performance environment. Our daily actions reflect our brand promise: we're committed to you. Job Description: Are you an entrepreneur at heart? Do you enjoy teamwork, helping others, and have excellent communication skills? We are looking for proactive and meticulous individuals who would like to pursue a career as financial security advisors. Your role will be to support your clients in achieving their financial goals. If you are interested in advisory services, are action-oriented, and want to make a difference in people's lives, don't hesitate to seize this opportunity! Job Responsibilities: Acquire a solid understanding of our range of financial products; Develop a business and marketing strategy to grow your client base; Establish and define your clients' protection and savings needs; Contribute to the achievement of their financial goals; Create value by offering advisory services tailored to your clients; Conduct regular client follow-ups by phone, email, and in person; Stay informed about product and strategy trends financial. Desired Skills: Good social and communication skills. Confidence in your abilities and boldness. Interest in finance. Ability to explain complex topics clearly and simply. Ability to take on challenges. Attentiveness to others and their needs. Desire to learn. Rigorous and disciplined at work. Strong planning skills. Integrity. Being a Financial Security Advisor for iA Financial Group means: Experiencing the benefits of self-employment and receiving the support you need to achieve your professional goals. More Specifically, You Will Have Access To: A flexible schedule that facilitates work-life balance; A compensation system that rewards your performance. Benefits: Start-up assistance: throughout your AMF and PQAP certification training. Multidisciplinary team: You benefit from the experience and expertise of professionals in the network. Continuing education: We offer ongoing support and training to help you reach your full potential. Employee benefits: Access to a group insurance plan and a retirement plan. Marketing: You have access to a wide range of marketing tools to create a customized business strategy and personalize your communication materials. Technological tools: You have access with several tools and services to propel your business development, including a equipment rental and purchase program, a customer relationship management (CRM) system, an intranet, a newsletter service, and remote technical support, etc. Work Location: You can work alternately from home or at our offices according to a flexible schedule. Continuous Action Leads to Success

Ce que vous ferez

The role involves developing business and marketing strategies to grow a client base and providing tailored financial advisory services. Responsibilities include defining clients' protection and savings needs and conducting regular follow-ups to help them achieve financial goals.

Exigences

Candidates should be proactive, meticulous individuals with a strong interest in finance and excellent communication skills. The role requires the ability to explain complex topics simply and a commitment to continuous learning and professional discipline.

Avantages

• Start-up assistance • Certification training support • Multidisciplinary team support • Continuing education • Group insurance plan • Retirement plan • Marketing tools • Equipment rental and purchase program • CRM system • Intranet • Newsletter service • Remote technical support

Compétences indiquées

• Résolution de problèmes · Souhaitée
• Vente · Souhaitée
• Financial planning · Souhaitée
• Communication Skills · Souhaitée
• Client Relationship Management · Souhaitée
• discipline · Souhaitée

Autres compétences pertinentes

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Communication skills
• Financial planning
• Business strategy
• Marketing strategy
• Client relationship management
• Financial advisory
• Planning skills
• Integrity
• Discipline
• Active listening
• Problem solving
• Sales

Domaines d’emploi

• Sales
• Finance & Accounting
• Consulting
• Customer Service & Support