Financial Security Advisor

Official internal title

Status

Regular

Summary

Beneva (Conseil Financier Beneva) is currently looking for passionate entrepreneurs/intrapreneurs to support its growth ambitions across all regions of Quebec.

As a financial security advisor, you will support clients in planning and optimizing their financial security. You will play a key role by offering them solutions tailored to personal insurance, investments and retirement planning.

What you are looking for

• An environment in which you can become a successful entrepreneur
• Control over your schedule and your activities
• Work in which your advisory service in personal insurance, investments and retirement planning will be recognized and appreciated by your clients and your community
• Easy access to the company's existing clients
• Support in business development and in identifying target markets

Your talents and qualifications

• A minimum of 4 years of experience in the labour market in Quebec
• Hold at least an AEC or a DEC in a relevant field
• Advanced mastery of the French language, both spoken and written
• Analytical and synthesis skills
• Good interpersonal skills and a desire to help people
• Sense of responsibility, organization and planning
• Ability to develop and maintain good relationships with people

What we offer

• A hybrid work environment
• Highly competitive compensation commensurate with your efforts
• Financial support at the start of your career
• Initial and ongoing training allowing you to build your knowledge and skills
• A referral program and access to members of affinity groups with which we have partnerships
• Personalized coaching and on-the-ground support

Beneva is committed to the employment equity program and encourages members of designated groups, namely women, persons with disabilities, Indigenous peoples and visible minorities, to submit their applications.

True to its raison d'être, Beneva places people at the heart of its actions and contributes to the well-being of the community. It supports its clients at every stage of their lives, for both their insurance and their financial services.

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@beneva.ca