Support clients pursuing financial goals as a Financial Security Advisor, using communication skills and tailored advisory services from home or offices.
iA Financial Group seeks proactive, meticulous individuals interested in finance and advisory services. You will develop client relationships, understand financial products, and define protection and savings needs. The work supports clients while building a business strategy.
Key Responsibilities:
- Understand the range of financial products
- Develop business and marketing strategies
- Define clients' protection and savings needs
- Offer tailored advisory services
- Follow up with clients by phone, email, and personally
Requirements:
- Good social and communication skills
- Ability to explain complex topics clearly
- Interest in finance and advisory services
- Attentive approach to clients' needs
- Rigorous, disciplined, and organized work style
Build client trust through financial product knowledge, clear communication, disciplined planning, and personalized advisory services.
Financial Security Advisor Client Advisory in Boisbriand employer: iA Financial Group (Industrial Alliance)
iA Financial Group is an exceptional employer that fosters a collaborative and innovative work culture, offering hybrid work options that promote work-life balance. Employees benefit from continuous professional development opportunities and are encouraged to contribute to meaningful policy advancements in employment law, making it a rewarding environment for those looking to make a significant impact in their field.
Contact Details:
iA Financial Group (Industrial Alliance) Recruitment Team
