Remote Bilingual Financial Advisor (EN/FR)

Co-operators; Laval; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian financial services co-operative seeks a Financial Independent Advisor to help clients achieve their financial goals. The role involves building strong relationships, providing expert guidance on financing, and actively contributing to business growth. Bilingual proficiency in English and French is essential, along with a life insurance license. This opportunity offers a competitive compensation package and growth potential.

Benefits

Training and development opportunities

Community engagement opportunities

Competitive compensation package and benefits

Qualifications

• 2 to 3 years of experience in life insurance sales and business development.
• Required life insurance license with the Autorité des marches financiers (AMF).
• In-depth knowledge of life and wealth insurance products.

Responsibilities

• Acquire knowledge of clients' financial situations to create financial plans.
• Advise on estate planning and collaborate on resources.
• Cultivate community relationships to enhance business opportunities.

Skills

Life insurance sales

Client relationship management

Strong communication skills

Critical thinking

Education

College or university degree in a related field

Job description

A leading Canadian financial services co-operative seeks a Financial Independent Advisor to help clients achieve their financial goals. The role involves building strong relationships, providing expert guidance on financing, and actively contributing to business growth. Bilingual proficiency in English and French is essential, along with a life insurance license. This opportunity offers a competitive compensation package and growth potential.