Conseiller en sécurité financière

Beneva; Quebec; On-site; CAD 40,000 - 80,000; Full time

Job summary

An established industry player is seeking passionate entrepreneurs to join their team as financial security advisors. This role offers the chance to help clients secure their financial future while enjoying the freedom to manage your own schedule. With competitive compensation and comprehensive training, you will have the tools and support needed to thrive in a rewarding environment. Join a community-focused organization that values equity and encourages diverse applicants to contribute to client well-being and financial literacy. Embrace this opportunity to make a meaningful impact in people's lives!

Benefits

Highly competitive compensation

Financial support at the beginning of your career

Initial and ongoing training

Personalized coaching

Work tools for remote or in-person meetings

Qualifications

• Passion for customer service and strong communication skills.
• Ability to develop and maintain good relationships with clients.

Responsibilities

• Assist clients in planning their financial security.
• Provide advisory services in life insurance and investments.

Skills

Customer Service

Communication Skills

Organization

Analytical Skills

Relationship Building

Job description

Join to apply for the Conseiller en sécurité financière role at Beneva.

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

Official Internal Title:

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:

• Passion for customer service
• Strong communication skills
• 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

Join us!

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.

Follow us on Instagram!

@beneva.ca

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