long-term wealth strategist - Montréal, QC - beBeeInvestmentAdvisor

    beBeeInvestmentAdvisor
    beBeeInvestmentAdvisor Montréal, QC

    21 hours ago

    Job title: Financial Consultant

    Description

    Financial Consultant Opportunity

    We are seeking a highly skilled and ambitious individual to join our team as a Financial Consultant. This role provides an excellent opportunity for professional growth and development, with the potential to make a real impact in the lives of our clients.

    As a Financial Consultant, you will be responsible for providing expert advice and guidance to individuals on their financial planning needs. You will work closely with clients to understand their goals and objectives, and develop tailored solutions that meet their specific requirements.


    About the Role:



    • You will have direct contact with existing group retirement plan members who are leaving or have left their employer retirement plan

    • You will engage in one-on-one conversations over the phone with group retirement plan members

    • You will educate members on various investment options

    • You will review and provide investment guidance on Group Retirement investments

    • You will prepare financial illustrations to help members plan for long term care funding

    Description of Responsibilities:


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