financial services representative

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.

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: 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