At a Glance
- Tasks: Help clients achieve financial goals with tailored advisory services and strategic planning.
- Company: Join a supportive team at iA Financial Group, where entrepreneurship thrives.
- Benefits: Enjoy flexible hours, performance rewards, and comprehensive training.
- Other info: Access to marketing tools and ongoing support for your professional growth.
- Why this job: Make a real difference in people's lives while growing your career in finance.
- Qualifications: Strong communication skills, confidence, and a desire to learn about finance.
The predicted salary is between 47250 - 57750 $ per year.
Financial Security Advisor
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 and financial developments
- 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 i A 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: benefit from the experience and expertise of professionals in the network
- Continuing education: ongoing support and training to help you reach your full potential
- Employee benefits: access to a group insurance plan and a retirement plan
- Marketing: access to a wide range of marketing tools to create a customized business strategy and personalize your communication materials
- Technological tools: access to 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.
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