Conseiller/ère en solutions financières (junior)

Analyze client needs to propose savings and pension plans (3a/3b, ETFs, funds) while conducting online or in-person meetings. Manage CRM documentation and develop portfolios through recommendations and ongoing follow-up. This junior role focuses exclusively on financial solutions and pension planning without insurance product sales. Candidates must be French-speaking (B2+) residents of the Lausanne/Leman region with a valid G-permit. The position offers free VBV training leading to certification, flexible hybrid schedules, and a career path from junior to senior levels within Convit Central GmbH.