Does freedom and managing your own business sound good?Do you always put people first? Are your trademarks your compellingpersonality, can-do energy, integrity and professional approach?
With skills like these, the position of scholarshipplan representative with Kaleido is likely a perfectfit for you. If you care about education and helping familiesestablish a financial plan to put their children through school, wewould love to meet you!
As a scholarship plan representative , youwill build and maintain your own client base through variousmarketing and prospecting activities.
You will contribute topromoting the registered education savings plan (RESP), a financialproduct gaining in popularity!
Tothrive in this role, you must :
enjoy being your own boss;
manageyour own schedule and be independent;
havemethodical, organized work practices;
havepeople skills and establish relationships of trust with potentialclients;
enjoy stimulating challenges on adaily basis;
appreciate innovation andcontinuous improvement.
Your functions will include :
meeting familieslikely to want an RESP for children (parents, grandparents orrelatives);
advising families and informingthem about the many benefits of investing in an RESP withKaleido;
getting to know your clients andassessing their needs;
participating invarious promotional, recognition and developmentactivities;
following our career launch andcontinuing education programs;
exemplifying aflawless professional image.
Becoming a representative for Kaleidomeans :
meaningful work and aninspiring mission;
numerous recognition activitiesand incentives throughout the year;
pride inworking for a solid organization with nearly 1.5 billion in assetsunder management.
Join our team andtake on new challenges in a CAREER THAT GIVES YOU MORE!
Abilityto work well independently
Outgoing, ambitiousand goal-oriented
Meet the education andexperience requirements set by the l’Autorité desmarchés financiers to provide services as aScholarship Plan Representative
Must have yourown vehicle
Previous experience in sales andknowledge of financial products (asset)
IMPORTANT NOTE : The office address on themap is not the exact work location. Representatives work from homeor from the homes of their clients.