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Offert pour la plupart des postes chez Kaleido.
Does freedom and managing your own business sound good? Do you always put people first? Are your trademarks your compelling personality, can-do energy, integrity and professional approach? With skills like these, the position of scholarship plan representative with Kaleido is likely a perfect fit for you. If you care about education and helping families establish a financial plan to put their children through school, we would love to meet you!
As a scholarship plan representative, you will build and maintain your own client base through various marketing and prospecting activities. You will contribute to promoting the registered education savings plan (RESP), a financial product gaining in popularity!
To thrive in this role, you must:
- enjoy being your own boss;
- manage your own schedule and be independent;
- have methodical, organized work practices;
- demonstrate professionalism;
- have people skills and establish relationships of trust with potential clients;
- enjoy stimulating challenges on a daily basis;
- appreciate innovation and continuous improvement.
Your functions will include:
- meeting families likely to want an RESP for children (parents, grandparents or relatives);
- advising families and informing them about the many benefits of investing in an RESP with Kaleido;
- getting to know your clients and assessing their needs;
- participating in various promotional, recognition and development activities;
- following our career launch and continuing education programs;
- exemplifying a flawless professional image.
Becoming a representative for Kaleido means:
- freedom and entrepreneurship;
- meaningful work and an inspiring mission;
- performance-based compensation;
- numerous recognition activities and incentives throughout the year;
- pride in working for a solid organization with nearly 1.5 billion in assets under management.
Join our team and take on new challenges in a CAREER THAT GIVES YOU MORE!
- Ability to work well independently
- Outgoing, ambitious and goal-oriented
- Meet the education and experience requirements set by the l’Autorité des marchés financiers to provide services as a Scholarship Plan Representative
- Must have your own vehicle
- Previous experience in sales and knowledge of financial products (asset)
IMPORTANT NOTE: The office address on the map is not the exact work location. Representatives work from home or from the homes of their clients.
Level of education
Work experience (years)
Fr : Advanced
En : Advanced
Fr : Advanced
En : Advanced
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