Sales Representative

KATIMAVIK; Laurentides; On-site; CAD 50,000 - 70,000; Full time

Benefits offered by this job

Flexible schedule

Employee benefits

Job summary

KATIMAVIK is looking for a dedicated Financial Security Advisor to support clients' financial goals. The role involves advising clients, understanding financial products, and developing marketing strategies. Ideal candidates should have excellent communication skills and a keen interest in finance.

This position offers flexibility to work from home or in offices, competitive compensation, and continuous education support. Join us to make a difference in people’s lives while enjoying a rewarding career.

Qualifications

• Strong communication skills and a proactive approach.
• Ability to develop business strategies and grow a client base.
• Willingness to learn and adapt to financial product trends.

Responsibilities

• Understand and promote financial products.
• Help clients define their protection and savings needs.
• Conduct regular follow-ups with clients.

Skills

Good social and communication skills

Confidence in abilities

Interest in finance

Ability to explain complex topics

Ability to take on challenges

Attentiveness to others

Desire to learn

Rigorous and disciplined

Strong planning skills

Integrity

Job description

Financial Security Advisor

Are you an entrepreneur at heart? Do you enjoy teamwork, helping others, and have excellent communication skills? We are looking for proactive and meticulous individuals who would like to pursue a career as financial security advisors. Your role will be to support your clients in achieving their financial goals. If you are interested in advisory services, are action-oriented, and want to make a difference in people's lives, don't hesitate to seize this opportunity!

Job Responsibilities

• Acquire a solid understanding of our range of financial products
• Develop a business and marketing strategy to grow your client base
• Establish and define your clients' protection and savings needs
• Contribute to the achievement of their financial goals
• Create value by offering advisory services tailored to your clients
• Conduct regular client follow-ups by phone, email, and in person
• Stay informed about product and strategy trends and financial developments

Desired Skills

• Good social and communication skills
• Confidence in your abilities and boldness
• Interest in finance
• Ability to explain complex topics clearly and simply
• Ability to take on challenges
• Attentiveness to others and their needs
• Desire to learn
• Rigorous and disciplined at work
• Strong planning skills
• Integrity

Being a Financial Security Advisor for iA Financial Group means

Experiencing the benefits of self-employment and receiving the support you need to achieve your professional goals.

More specifically, you will have access to:

• A flexible schedule that facilitates work-life balance
• A compensation system that rewards your performance

Benefits

• Start-up assistance: throughout your AMF and PQAP certification training
• Multidisciplinary team: benefit from the experience and expertise of professionals in the network
• Continuing education: ongoing support and training to help you reach your full potential
• Employee benefits: access to a group insurance plan and a retirement plan
• Marketing: access to a wide range of marketing tools to create a customized business strategy and personalize your communication materials
• Technological tools: access to several tools and services to propel your business development, including a equipment rental and purchase program, a customer relationship management (CRM) system, an intranet, a newsletter service, and remote technical support, etc.

Work Location

You can work alternately from home or at our offices according to a flexible schedule.