Financial Consultant (associate) #1906

Are you someone who is devoted and passionate about financial planning? Do you have the entrepreneurial spirit in you? Does an opportunity to work directly with clients, develop new relations, offer complete financial plans and help clients reach their financial goals call out to you? Take action!

Our client who has offices all over the Canadian territory is looking for a financial consultant/planner (associate) for their office in the North Shore. Our client is a first in class organization whose goal is to offer a unique, complete, positive and inspiring financial planning experience that also support Canadian communities.

An environment that encourages team work, personal growth and pursuit of excellence is waiting for you!

The position will be under the supervision of the Senior Consultant:

Description of responsibilities:

• Work closely with the Senior Consultant to evaluate business opportunities
• Develop the current clientele and do the necessary follows ups
• Offer a financial and tax plan for individuals, entrepreneurs, professionals involved
• Establish financial and tax strategies according to desired investments, retirement, mortgage loans, estate planning, tax planning and insurances
• Offer diversity and a financial equilibrium based on the client’s risk tolerance
• Help your client to reach their goals

The benefits of the position:

• Permanent job
• A company that plays a crucial role in improving clients’ financial well-being
• Company culture that provides training and support to their employees
• Adaptability and independence that your own business will use
• Collaborative, learning and dynamic environment leading to success
• Group insurance plan and group retirement program

The ideal candidate will:

• Be positive and resilient
• Have excellent social skills
• Have excellent analytical skills
• Be able to prospect
• Be able to work in a team
• Have a high level of achievement and self-efficiency

Requirements:

• University degree in Accounting and/or Finances
• Experience in the field of finance
• Excellent prospecting skills and following up on the clientele
• Experience in a related sector
• Bilingualism, necessary (spoken and written)

Other important information:

• Salary: Variable according to the results and status – uncapped
• Schedule: Monday to Friday
• Status: Permanent

Bedard Resources offers you:

Please send your resume to Jason Lavigne

• In business since 1996.
• We tailor to all industries.
• We have 10 convenient locations.
• Our services are free for job seekers.
• Your application will remain confidential at all time.