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Financial Security Advisor in Montreal

Company: Greatway Financial Inc.

Location: montreal, London

Posted: June 06, 2026

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Position Details

Explore a rewarding career as a Financial Security Advisor in Montreal, QC, with a flexible hybrid work structure. You'll connect with clients to provide customized financial and insurance solutions that meet their unique needs.

In this full-time role, you'll assess client financial goals through comprehensive needs analyses and present tailored product proposals. You'll also engage in policy reviews, maintain client relationships with regular check-ins, and stay updated on industry trends. Commitment to ongoing training and collaboration with colleagues adds to a satisfying career experience.

Key Responsibilities:
• Assess financial goals with comprehensive needs analyses
• Create and present tailored insurance proposals
• Assist clients through applications and policy reviews
• Foster client relationships via regular follow-ups
• Participate in training and share best practices

Requirements:
• Strong knowledge...