Sales Representative

iA Financial Group (Industrial Alliance); Saint-Eustache; Hybrid; CAD 55,000 - 70,000; Full time

Benefits offered by this job

Start-up assistance: AMF/PQAP training

Multidisciplinary team

Continuing education

Employee benefits: group insurance &退休

Marketing tools & CRM access

Remote technical support

Job summary

iA Financial Group (Industrial Alliance) is seeking proactive and meticulous individuals to pursue a career as financial security advisors. You will support clients in achieving financial goals, develop advisory strategies, and provide tailored financial guidance.

The role emphasizes self-employment benefits, teamwork within a multidisciplinary network, and ongoing training with AMF and PQAP certification support. A flexible home/office work arrangement is offered.

Qualifications

• 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.

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 financial.

Skills

Communication

Entrepreneurial mindset

Finance interest

Clear explanations

Challenge-driven

Empathy

Willing to learn

Planning skills

Integrity

Job description

Work-Life Balance Professional Environment

Job Description

Financial Security Advisor

Company History

A leading player in the Canadian financial industry. We have been supporting Canadians and earning their trust for over 125 years.

With over 7,000 employees across the country and a leadership team comprised of dedicated and innovative managers, we hold a special place in the minds of our 25,000 representatives and 4 million clients.

We are a reputable employer that values each of its employees. We place great importance on continuous improvement and encourage the sharing of ideas and teamwork in a high-performance environment.

Our daily actions reflect our brand promise: we're committed to you.

Job Description

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 financial

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.

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: You benefit from the experience and expertise of professionals in the network.
• Continuing education: We offer ongoing support and training to help you reach your full potential.
• Employee benefits: Access to a group insurance plan and a retirement plan.
• Marketing: You have access to a wide range of marketing tools to create a customized business strategy and personalize your communication materials.
• Technological tools: You have access with 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.

Continuous Action Leads to Success