Heritage Protection Advisor

Employezz

Location: Quebec City, Quebec, Canada

Category: Finance

Salary: 70,000 - 95,000 CAD / yearly

Full-time

Job Description

Seeking a Heritage Protection Advisor to work closely with a team of financial planning and management professionals. This role involves assessing protection needs, proposing relevant products, and ensuring accurate completion of paperwork.

Responsibilities

Manage client files and conduct virtual meetings with clients
Evaluate protection needs and recommend suitable products
Verify completed forms for accuracy
Follow up on client files related to insurance solutions and risk management

Qualifications

Minimum 1 year experience as a financial security advisor
Financial Services AEC or equivalent experience
Proficiency in Word and Excel
Analytical mindset, attention to detail, and numerical accuracy
Exemplary professional ethics and positive attitude

Perks & Benefits

2 days telecommuting per week after the second week
3 weeks vacation + 4 holiday days
2 personal days and 3 sick days
$500 gift card annually
Group insurance with various programs from day 1
Telemedicine and EAP
Employer-contributed retirement plan from day 1
Free parking
Monthly social activities

Why Join Us?

Join us for a rewarding opportunity where your expertise is valued, with no pressure to seek new clients. Enjoy a collaborative environment with seasoned professionals in financial planning and management.