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, create relations, offer complete financial plans and help clients reach their financial goals call out to you? We have a great opportunity for you!

Our client who has offices all over the Canadian territory is looking for a financial consultant/planner for their Laval office. 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.

Apply now! 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 Regional Director:

Description of responsibilities:

  • Establish and follow sales targets;
  • Work closely with colleagues to evaluate business opportunities;
  • Develop business plans;
  • 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.

Benefits of the position:

  • Permanent job – opportunity to act as an independent worker or consultant in a team;
  • 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 energetic environment leading to success;
  • Group insurance plan and group retirement program.

The ideal candidate will:

  • Have excellent entrepreneurial skills.
  • Have a high level of achievement and independence.
  • Be positive and resilient.
  • Have excellent social skills.
  • Have excellent analytical skills.
  • Be able to prospect.

Requirements:

  • University degree in Accounting and/or Finances.
  • Experience in the financial industry.
  • Excellent prospecting skills.
  • Experience in a related sector.
  • Bilingualism, necessary (spoken and written).

Other important information:

Salary: Variable based on results and status - uncapped

Schedule: Monday to Friday

Status: Permanent

Please send your resume to Jason Lavigne


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Bédard Ressources Inc

Nous sommes une agence de placement spécialisée dans le recrutement de personnel et les ressources humaines. Avec une expertise de plus de 35 ans, nous offrons des emplois permanents et des emplois temporaires dans divers domaines tels que l’administration, le crédit, le secteur industriel ainsi que des postes de cadres...

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