Conseiller en sécurité financière

Beneva; Quebec; On-site; CAD 50,000 - 70,000; Full time

Job summary

Beneva recherche des entrepreneurs passionnés pour renforcer ses plans de croissance à travers le Québec. Le rôle consiste à assister les clients dans la planification de leur sécurité financière, tout en offrant un environnement flexible et un soutien pour développer votre propre entreprise.

Benefits

Formation initiale et continue

Coaching personnalisé et soutien sur le terrain

Accès à une large gamme de produits financiers

Support au développement commercial

Outils de travail efficaces

Qualifications

• Responsable et organisé, avec des compétences analytiques solides.
• Aptitude à créer et maintenir de bonnes relations professionnelles.

Responsibilities

• Assister les clients dans la planification de leur sécurité financière.
• Offrir des services de conseil en assurance, investissements et planification de retraite.
• Développer une clientèle ciblée et soutenir leur croissance.

Skills

Sens des responsabilités

Compétences organisationnelles

Capacités analytiques

Capacité à entretenir des relations

Job description

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

Status : Regular

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

Your role will be to assist clients in planning their financial security.

We are looking for :

• An environment where you can become a successful entrepreneur
• Control over your schedule and activities
• A role where your advisory services in life insurance, investments, and retirement planning are recognized and appreciated by your clients and community
• Easy access to existing clients of the company
• Support in business development and identifying target clients and markets

Your skills and qualifications :

• Sense of responsibility, organization, and planning
• Analytical and synthesis skills
• Ability to develop and maintain good relationships with people

We offer :

• Highly competitive compensation, commensurate with your efforts
• Financial support at the beginning of your career
• Initial and ongoing training to enhance your knowledge and skills
• A comprehensive range of products such as life insurance, disability insurance, critical illness insurance, mutual funds, RRSPs, TFSAs, RRIFs, annuities, etc.
• Referral programs from other sectors of the company and access to affinity groups with which we have partnerships
• Personalized coaching, field support, and assistance from an experienced manager to accelerate your business growth
• Work tools enabling you to be fully effective in remote or in-person client meetings

Beneva is committed to employment equity and encourages members of targeted groups—including women, persons with disabilities, Indigenous peoples, and visible minorities—to apply.

Fidelity to its mission, Beneva places people at the heart of its actions and contributes to community well-being. It supports its clients throughout all stages of their lives, both for insurance and financial services.

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