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A financial services company in Canada is seeking a Financial Security Advisor. This role includes recommending investment products, guiding clients in their financial decisions, and offers training from the company. Competitive salary with benefits and a flexible schedule are included. Candidates should be sociable and customer service-oriented, ready to embrace challenges.
Did you know that 80% of active Sales Representatives / financial advisors have not studied finance?
Are you looking for a new challenge with a flexible schedule and the possibility of working from home? No experience required, we train you from A to Z! License paid by the company, full benefits, group insurance, and group RRSP. Come meet us and take the personality test to see if you have the job profile!
Being a financial security advisor is a constructive job that aims to recommend financial solutions and advise people in achieving their financial goals, their choices of savings, investment products, insurance, and more…
Your mission : Ensure that customers feel confident and secure regarding their future.
The partnership with senior advisors, an existing clientele, an assistant are just a few resources available to help you develop your clientele.
Join a company that promotes teamwork, a high-performance environment, continuous improvement, respect for individuals and distributors, and a service-oriented mindset.
Description of tasks: Recommend and advise clients on their choice of savings and investment products, guide them in selecting mortgages, life insurance, mortgage insurance, and more.
Advantages : Support from a dedicated management team, free access to premises, competitive salary including commissions and bonuses (based on personal objectives), access to a team of financial planners for complex files, and trainers to enhance your product knowledge.
For more information or to apply, contact us!
As a consultant, being customer service-oriented is essential. Do you possess any of these qualities?
If so, this career might be for you.