Enable job alerts via email!

Financial Advisor - A major book of business is ready for you to take on

Bedard Resources

Sept-Îles

On-site

CAD 60,000 - 100,000

Full time

18 days ago

Boost your interview chances

Create a job specific, tailored resume for higher success rate.

Job summary

Une entreprise de premier plan au Canada recherche un conseiller financier expérimenté pour rejoindre son équipe dynamique à Sept-Îles. Ce poste vous offre l'opportunité de développer un portefeuille de clients tout en bénéficiant de ressources et d'outils puissants. Vous aurez la chance de fournir des conseils financiers personnalisés et de bâtir des relations solides avec vos clients. En plus d'un revenu exponentiel basé sur vos performances, vous profiterez de programmes de reconnaissance, d'une formation continue et d'un environnement où votre expertise est valorisée. Si vous êtes autonome, orienté vers les résultats et prêt à faire une différence dans la vie de vos clients, cette opportunité est faite pour vous.

Benefits

Plan d'assurance groupe
Plan de propriété d'actions
Programme de reconnaissance
Assistance aux employés
Activités sociales organisées
Formation continue et mentorat
Outils numériques de pointe
Territoire riche en opportunités

Qualifications

  • Minimum de 25 ans d'expérience en tant que conseiller financier requis.
  • Doit détenir ou être prêt à obtenir une licence d'assurance vie.

Responsibilities

  • Prospecter pour développer votre réseau et votre clientèle.
  • Fournir des conseils financiers impartiaux et de haute qualité.

Skills

Conseil financier
Développement de clientèle
Analyse des objectifs financiers
Compétences interpersonnelles
Autonomie

Education

Licence d'assurance vie (PQAP)
Licence d'épargne collective

Tools

Outils numériques avancés

Job description

With over 25 years of experience, you have built a solid reputation founded on rigor, expertise, and trusted relationships. Today, you're ready to take the next step—seeking more diverse solutions to provide your clients with even more comprehensive service. Here, you’ll join a leading company—ranked second in its field in Canada—offering you the opportunity to build on an existing book of business while gaining access to more powerful tools and products. It’s a chance to strengthen and grow a high-potential portfolio, backed by a structure that truly values your expertise. In this environment, you'll not only continue to make a meaningful impact on your clients' lives, but also thrive in a culture where people are at the heart of every decision. A place where you can align your work with your passions—and leave a lasting mark on your clients' journey.

Tasks
  • Prospect to expand your network and develop your client base.
  • Establish and maintain strong relationships with clients.
  • Analyze clients’ profiles and financial goals to offer tailored strategies.
  • Provide impartial, high-quality financial advice.
  • Identify optimal solutions for life insurance, disability, and critical illness.
  • Provide clear information on clients’ asset performance and investments.
  • Adopt a professional and objective approach in all recommendations.
Advantages
  • Opportunity to ensure continuity of service with an established client portfolio
  • Enjoy tax benefits.
  • An exponential income opportunity based on your performance and results.
  • Group insurance plan and stock ownership plan (RRSP or non-registered account).
  • Recognition program with awards, financial incentives, and exclusive trips.
  • Employee, advisor, and family assistance program (PAECF).
  • Access to virtual care via a recognized platform.
  • Social activities organized by the company to strengthen team cohesion.
  • Continuous training and mentoring to support your professional development.
  • Cutting-edge digital tools to simplify the management of your business.
  • Collaborate with a dynamic, well-established team based in Sept-Iles.
  • A high-potential territory rich in business development opportunities
  • Guaranteed client buyback upon retirement (minimum 5 years).
Job Requirements
  • Hold or be willing to obtain a life insurance license (PQAP) and group savings license.
  • Minimum of 25 years’ experience as a Financial Advisor required.
  • Valid driver's license and availability to meet with clients.
  • Intermediate proficiency in English, as 20% of the time may involve working with English-speaking clients.
Desired Profile
  • You are a seasoned professional in the financial sector, recognized within your team for your expertise and your ability to foster meaningful, lasting connections.
  • You have a strong entrepreneurial spirit, whether you already have a business or simply want to build one.
  • You are autonomous and ready to take initiatives to develop your client base and grow your business.
  • You have a strong results orientation and are motivated to reach and exceed your goals.
  • You are curious and ready to learn in a dynamic environment where continuous training is part of the journey.
Get your free, confidential resume review.
or drag and drop a PDF, DOC, DOCX, ODT, or PAGES file up to 5MB.

Similar jobs

Financial Security Advisor - A major book of business is ready for you to take on

Bedard Resources

Sept-Îles

On-site

CAD 60.000 - 100.000

2 days ago
Be an early applicant