Bilingual Retirement Consultant
Core
Licensed Retirement Consultant helping existing Group Retirement Savings plan members achieve financial goals via phone-based consultative conversations.
Role type
Senior IC financial sales consultant
Builds
Long-term client relationships and assets under management for existing Group Retirement Savings plan members
Domain
Financial services / Wealth management / Retirement planning
Deliverable
client delivery
Required skills
consultative sales, relationship building, financial advice, investment recommendations, regulatory compliance, bilingual communication (French/English)
Preferred skills
CFP designation, Financial Planner (IQPF), Canadian Securities Course (CSC), Canadian Investment Funds Course (IFIC), college or university degree
Technologies
None stated
Responsibilities
Conduct proactive outbound and inbound client conversations to identify sales opportunities; Recommend tailored retirement and wealth solutions based on client goals; Educate clients on complex financial concepts; Meet and exceed individual sales objectives; Stay informed on industry trends and regulatory requirements.
Seniority
Mid-level, hands-on IC
