Financial Security Advisor

Beneva

Quebec, Canada
Entrepreneurial mindset
Client relationship management
Financial security planning
Your role will be to accompany clients in planning their financial security

Job Summary

  • Your role will be to accompany clients in planning their financial security.
  • We offer a highly competitive remuneration, commensurate with your efforts, and financial support at the beginning of your career.
  • You will have access to a full range of products such as life insurance, disability insurance, critical illness insurance, segregated funds, RRSPs, TFSAs, RRIFs, annuities, etc.

Matching Summary

Your role will be to accompany clients in planning their financial security.

Skills & Requirements

Must-have

  • Entrepreneurial mindset
  • Client relationship management
  • Financial security planning
  • Personal insurance products
  • Retirement planning services

Nice-to-have

  • Passion for customer service
  • Strong communication skills
  • Analytical and synthesis skills
  • Community involvement

Key Requirements

  • Entrepreneurial spirit
  • Sales and advisory experience
  • Licensing for financial products

Work Rights

Not specified

Tailored Resume

Cover Letter