Retirement Financial Strategist - Montreal - beBeeRetirement

    beBeeRetirement
    beBeeRetirement Montreal

    1 week ago

    Full time

    Job title: Retirement Consultant

    Description

    As a seasoned professional, you will support clients with their retirement needs by speaking with them over the phone and providing tailored recommendations that meet their financial goals.

    1. You will proactively contact existing Group Retirement Savings plan members who are at or approaching retirement to discuss income options and create personalized plans for long-term success.

    2. You will provide informed advice to clients, through consultation related to their financial needs, including savings strategies and retirement planning.

    3. You will collaborate with clients to be 'retirement ready' through the use of advanced financial tools and expert guidance.


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