Financial Services Advisor – Insurance and Investments #237

Bedard Ressources · Boisbriand, Quebec, Canada

Location

Boisbriand

Job Type

Permanent

Posted

July 17, 2026

Job Description

Tasks
 Assess clients’ overall financial situation, including income, assets, liabilities, and risk tolerance, to develop suitable financial strategies.
 Prepare personalized financial plans covering retirement, taxation, estate planning, and wealth management.
 Recommend individual insurance solutions, including life, disability, and critical illness insurance, based on identified protection needs.
 Provide investment advice regarding mutual funds, savings solutions, and investment portfolios, and monitor their performance.
 Support clients in implementing financial strategies and optimizing their long-term financial position.
 Conduct regular account reviews and adjust recommendations based on changing goals and market conditions.
 Develop and manage a client portfolio by building lasting, trust-based relationships.
 Actively prospect for new clients and contribute to business development initiati...
        

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