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Sirius Personnel: Financial Advisor

Sirius Personnel

This is a Full-time position in Montreal, QC posted February 14, 2021.

Sirius Personnel is a Placement and Headhunting Agency that Specializes in Sales and Marketing Professionals in Montreal.

(www.Siriuspersonnel.Com)Profile: Our client is looking for an established financial planner to provide excellent service and sales.

We are looking for someone comfortable selling estate planning, protection planning and cash management solutions to clients.

You have a book of business, you value being an entrepreneur, know how to work independently and truly care about your clients.

You are a high-achiever, competitive, possess high integrity and value work-life synergy.Territory: Province of QuebecWorkplace: Work from home but an office is provided for youProducts/Services: Financial servicesSalary: Base of $80,000-$100,000 but could be higher, depends on your book of businessCommissions/Bonus: Depends on the size of your book of businessCar allowance: N/AExpenses reimbursement: N/AOther Benefits:Life insuranceDentalMedical planCritical life insuranceFunctions:Provide guidance to clientsAttend client meetings online and where possible, in-personDo a full assessment of clients needsdevelop sound plansSuggest appropriate financial tools for clients to make their financial goalsComplete appropriate paperwork to finalize dealsManage and review accountsImplicate our specialists such as notaries, fiscalists, CPAs etc, as neededMaintain updated recordsRequirements:Development vs Maintenance: 50% vs 50%Road vs Office: 50% vs 50%, according to your needsLanguages: French and EnglishEducation: Bachelor’s degree or equivalent education and/or CFP or F.PI designationTraining: Full training providedOvernight Travel: As neededYears’ of experience: At least 3 years experience in the fieldOther requirements:Impeccable customer serviceDedicated to your clientsProactive mindsetCareer-mindedPossess business acumenTransferable contacts Contacts with high-net worth individual is an assetTransferable Knowledge:Knowledge of financial instruments