About the role

  • Financial Planner at Meridia analyzing clients' financial situations. Advising on solutions related to life insurance, savings, and retirement planning in a collaborative environment.

Responsibilities

  • Analyze clients' situations: finances, taxation, assets, and objectives.
  • Develop client relationships: retain clients, identify new opportunities, and respond to needs.
  • Advise and propose solutions: life insurance, savings, investments, retirement planning, and protection (e.g., disability coverage).

Requirements

  • No experience required — just motivation and curiosity.

Benefits

  • Comprehensive training provided
  • Motivating compensation based on your commitment
  • Freedom and autonomy
  • Potential for rapid advancement

Job title

Financial Planner

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

No Education Requirement

Location requirements

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