Job Order: 3775

Job Description:

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 Quebec

Workplace: Work from home but an office is provided for you

Products/Services: Financial services

Salary: Base of $80,000-$100,000 but could be higher, depends on your book of business

Commissions/Bonus: Depends on the size of your book of business

Car allowance: N/A

Expenses reimbursement: N/A

Other Benefits:

• Life insurance
• Dental
• Medical plan
• Critical life insurance

Functions:

Functions:

• Provide guidance to clients
• Attend client meetings online and where possible, in-person
• Do a full assessment of clients needs
• develop sound plans
• Suggest appropriate financial tools for clients to make their financial goals
• Complete appropriate paperwork to finalize deals
• Manage and review accounts
• Implicate our specialists such as notaries, fiscalists, CPAs etc, as needed
• Maintain updated records

Job Requirements:

Requirements:

Development vs Maintenance: 50% vs 50%

Road vs Office: 50% vs 50%, according to your needs

Languages: French and English

Education: Bachelor's degree or equivalent education and/or CFP or F.PI designation

Training: Full training provided

Overnight Travel: As needed

Years’ of experience: At least 3 years experience in the field

Other requirements:

• Impeccable customer service
• Dedicated to your clients
• Proactive mindset
• Career-minded
• Possess business acumen

Transferable contacts Contacts with high-net worth individual is an asset

Transferable Knowledge:

• Knowledge of financial instruments

Contact Details:

Ms. Dawn Williams
dwilliams@siriuspersonnel.com
625 Rene Levesque West, Suite 1616
Montréal, Québec
H3B 1R2