Conseiller en sécurité financière

Beneva; Laval; On-site; CAD 40,000 - 60,000; Full time

Benefits offered by this job

Highly competitive compensation based on effort

Financial support at the start of your career

Initial and ongoing training

Personalized coaching and field support

Job summary

Beneva seeks a Financial Security Advisor to guide clients in financial planning, insurance, and investments, offering competitive compensation and strong support for career growth. The role emphasizes customer service, relationship management, and entrepreneurship within a supportive environment.

Qualifications

• Passion for customer service and client relationship management.
• Strong communication and organizational skills.
• Ability to analyze and synthesize information effectively.

Responsibilities

• Guide clients in financial security planning.
• Provide valued advice on insurance and investments.
• Assist in business development and client market identification.

Skills

Customer Service

Communication

Organization

Analytical Skills

Relationship Building

Job description

Beneva (Conseil Financier Beneva) is currently seeking passionate entrepreneurs/intrapreneurs to strengthen its growth plans across Quebec!

Your role will involve guiding clients in financial security planning.

What we are looking for:

• An environment where you can become a successful entrepreneur
• Control over your schedule and activities
• A role where your advice on insurance, investments, and retirement planning is valued by clients and your community
• Easy access to existing clients
• Support in business development and target market identification

Your talents and qualifications:

• Passion for customer service
• Strong communication skills
• Sense of responsibility, organization, and planning
• Analytical and synthesis skills
• Ability to build and maintain good relationships

What we offer:

• Highly competitive compensation based on effort
• Financial support at the start of your career
• Initial and ongoing training to enhance your skills
• A full range of products including life insurance, disability insurance, critical illness insurance, mutual funds, RRSPs, TFSAs, RRIFs, annuities, etc.
• Referral programs from other sectors and access to affinity groups through partnerships
• Personalized coaching, field support, and guidance from an experienced manager to accelerate your growth
• Tools to be fully effective in remote or in-person client meetings

Join us!

Beneva is committed to employment equity and encourages women, persons with disabilities, Indigenous peoples, and visible minorities to apply.

True to its purpose, Beneva puts people at the heart of its actions and contributes to community well-being, supporting clients throughout all life stages with insurance and financial services.

Follow us on Instagram!

@beneva.ca

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales

Industry

• Insurance

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