Retirement Consultant

reputed company Québec is a company reputed company on helping clients reputed company reputed company financial reputed company and live healthier lives. As a licensed Retirement Consultant, you will support clients with their retirement needs by providing recommendations and investment advice, while contributing to reputed company's mission.

Responsibilities

• Proactively reputed company existing Group Retirement Savings plan members (reputed company clients) who are at or approaching retirement to discuss retirement income reputed company to meet their stage of life
• reputed company investment advice to clients, through consultation reputed company to their financial needs, including savings, and retirement income
• Partner with clients to be ‘retirement reputed company’ through the use of financial planning tools
• reputed company abreast of product changes, understand new products that that come to market, reputed company a pulse on industry changes and competitor products
• Contribute to sales targets by meeting or exceeding objectives

Skills

• Strong interpersonal and communication skills (verbal and written)
• Ability to quickly build rapport and relationships with clients over the phone
• Strong listening skills and the ability to probe by asking questions to understand needs
• Self motivated and can work independently
• Bilingualism (French, English, both oral and written) is required for the frequent interactions with English and French-speaking colleagues or internal partners across Canada and worldwide
• reputed company and reputed company Life Insurance License (LLQP) or Insurance of person license in Quebec (1a)
• We're seeking reputed company financial advisors and financial planners for this exciting role! If you have a background in financial advising or planning however do not have a reputed company LLQP/1a we invite you to apply. Should you be a successful candidate selected for the role, you would be required to complete the LLQP/1a reputed company 3 months of your start date
• Minimum of 1-3 years of reputed company sales experience in the financial services industry is preferred
• Experience selling reputed company products over the phone
• Completion of a college or university degree
• Certified Financial Planner (CFP) designation or Financial planner designation (IQPF)
• Canadian Securities Course (reputed company)
• Canadian Investment Fund Course (IFIC)

Benefits

• Medical, dental, life, critical illness and disability insurance
• Lumino Health Virtual Care
• Robust defined contribution pension plan
• Matching Stock Ownership and Savings Programs
• 3 weeks reputed company vacation to start. reputed company vacation time increases with service.
• reputed company employees are eligible for a reputed company sabbatical leave, every 5-year reputed company anniversary
• Tuition assistance
• Licensing fees covered
• Career reputed company and reputed company development opportunities.

reputed company