At Tremblay Solutions Financières, we are looking for a passionate and motivated junior financial security advisor to join our team. This role is designed to provide client support, manage administrative tasks, and work closely with our senior advisor to deliver exceptional service.

Key Responsibilities:

• Assist in managing client files (insurance and investments).

• Prepare documents for client meetings, including quotes, reports, and financial analysis.

• Answer client questions regarding their insurance policies or investments.

• Collaborate to schedule client appointments and manage the calendar (using Calendly, if applicable).

• Proactively follow up with clients for documents, questions, or updates.

• Participate in resolving administrative issues, including submitting forms and following up with providers.

• Support business development by preparing promotional material or identifying leads.

Qualifications:

• Experience:

Minimum of 1-2 years...