Conseiller en finance personnelle junior

Conduct client consultations on private pension, savings, and financial planning solutions including 3a/3b plans and ETF portfolios. Analyze individual needs to prepare tailored proposals, manage case files within the CRM, and schedule both online and in-person appointments based on geographic zones. Build and maintain structured, long-term client relationships focused on quality service without selling insurance products. Perform duties with flexible hybrid hours and remote work options available. Candidates must possess French language skills at B2+ level.