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Financial Security Advisor

No. 683
March 22, 2023
$55,000 to $60,000 per year (depending on experience)
Job category
Administrative Support
Type of job
Day shift, hybrid, full time
Are you an enthusiastic person with excellent customer service skills? Are you interested in financial security and would like to take your career to the next level? We have a very exciting opportunity waiting for you! Our client is a reputable financial group that is looking for a Financial Security Advisor for its Candiac location.


  • Manage the various files in an efficient manner by following up with clients.
  • Communicate easily with all the people involved.
  • Update the various client files.
  • Assist the work team with administrative support.
  • Participate in the organization of events.
  • Perform any other related tasks.
  • If you are ready to take on new challenges, we want to meet you!


  • Employee benefits.
  • Hybrid mode.
  • 3 to 4 weeks of vacation, depending on experience.
  • Friendly environment.
  • 8 sick days.
  • Group activities every 3 months.
  • Annual performance bonus.
  • Preferential banking services.
  • On-site parking.

Job requirements

  • 1 to 3 years of experience in insurance (individual or group).
  • Proficiency in CRM software and Office suite.
  • Intermediate to advanced level of English.
  • Professional experience in customer service.

Desired profile

  • Ability to synthesize information.
  • Thorough and professional.
  • Good stress management.
  • Self-motivated: demonstrates adequate initiative.
  • Reliable and diligent: likes teamwork.
  • Dynamic and outgoing: open-minded.

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