Financial Solutions Consultant - Hybrid Role, Québec

Elevate your career as a Financial Solutions Consultant, specializing in building secure financial futures for clients. Thrive in a hybrid work environment while providing expert guidance in savings and retirement plans.

As a Financial Solutions Consultant, you will be essential in delivering personalized financial advice to help clients navigate their financial decisions. Your expertise will aid members in enhancing their savings and understanding retirement options. Focus on collaboration to successfully support operational projects and client engagement.

Key Responsibilities:• Deliver personalized advice to group savings plan members • Encourage members to increase their contributions for maximum benefits • Guide the consolidation of assets for financial efficiency • Assist with retirement planning and income options • Utilize CRM tools for improved clientrelationship management

Requirements:• Bachelor’s degree in finance or relevant field • Minimum two years of experience in financial services • Ability to simplify financial concepts for diverse clients • Strong communication in both English and French • Highly autonomous with excellent organizational skills

Your financial acumen will greatly impact our clients' confidence in their financial futures. #J-18808-Ljbffr