Financial Advisor

Jobtailor; Quebec; On-site; CAD 65,000 - 95,000; Full time

Job summary

Jobtailor is seeking an experienced financial advisor to attract new clients, conduct meetings, and review clients' financial states to set and update goals. You will build customized roadmaps and recommend insurance and investment products while staying current with industry changes.

The role emphasizes ongoing professional development, community networking, and attainment of accreditations such as CFP, LLQP, or mutual fund licenses.

Qualifications

• Must have strong communication and relationship-building abilities.
• Fluency in French and English is required for client interactions.
• Demonstrated drive, discipline, and ongoing professional development.
• Relevant certifications/licensing are assets (CFP, LLQP, mutual fund).

Responsibilities

• Prepare and execute strategies to attract and connect with new Clients.
• Conduct meetings with prospective and existing Clients.
• Review Clients' current financial state and gather information about future goals.
• Build financial roadmaps to help Clients achieve their goals.
• Recommend and implement suitable insurance and investment products.
• Continue meeting with Clients to keep plans up to date as life situations change.
• Stay current with industry changes through ongoing training and professional development.
• Obtain professional accreditations and designations throughout the career, such as CFP.
• Stay connected within the community through networking, marketing, and referrals.

Skills

Excellent communication skills

Bilingual: French & English

Self-motivated

Goal-oriented

Relationship building

Continuous learner

Education

College/University degree

Job description

• Prepare and execute strategies to attract and connect with new Clients


• Conduct meetings with prospective and existing Clients


• Review Clients' current financial state and gather information about future goals


• Build financial roadmaps to help Clients achieve their goals


• Recommend and implement suitable insurance and investment products


• Continue meeting with Clients to keep plans up to date as life situations change


• Stay current with industry changes through ongoing training and professional development


• Obtain professional accreditations and designations throughout the career, such as CFP


• Stay connected within the community through networking, marketing, and referrals

Requirements

• History of achievement in professional, academic, athletic, or other areas


• Enjoys engaging, developing, and maintaining relationships with people


• Disciplined and self-motivated


• Goal-oriented with a strong work ethic


• Continuous learner with a deep interest in helping others


• Excellent communication skills


• College/University degree


• Some professional experience


• Bilingualism in French and English, both oral and written, required


• Must be legally entitled to work in Canada


• LLQP and/or Mutual Fund license or course/exam completion is an asset (optional)

Core Competencies

Demonstrates expertise in building financial roadmaps and recommending suitable insurance and investment products while maintaining strong client relationships. Proficient in bilingual communication in French and English, with a commitment to continuous professional development and industry knowledge.

Highest-signal resume keywords

• CFP Certification


• Bilingualism in French and English


• LLQP License


• Client Relationship Management


• Financial Planning

ATS Optimization Keywords

Hard Skills

• Financial Roadmap Development


• Insurance Product Recommendation


• Investment Product Recommendation


• Client Financial Review


• Goal Setting

Soft Skills

• Excellent Communication Skills


• Self-Motivated


• Goal-Oriented


• Relationship Building


• Continuous Learner

Certifications & Qualifications

• CFP Certification


• LLQP License


• Mutual Fund License

Industry Keywords

• Client Engagement


• Financial Services


• Professional Development


• Networking


• Marketing