Financial Advisor – Business Book Takeover. Put your expertise to work

Bedard Resources; Gatineau; On-site; CAD 26,000 - 56,000; Full time

Job summary

Join a top-tier company that values your expertise and offers a supportive environment for financial advisors. In this role, you'll leverage your skills to build and maintain strong client relationships while providing high-quality financial advice. With opportunities for exponential income growth based on your performance, you'll enjoy a range of perks including financial support, a group insurance plan, and continuous training. This role is perfect for self-driven individuals with an entrepreneurial spirit who are committed to excellence and looking to make a significant impact in their clients' lives. Embrace this chance to thrive in a high-potential territory rich in business development opportunities.

Benefits

Group insurance plan

Stock ownership plan

Recognition program with awards

Financial support up to $26,000

Continuous training and mentoring

Access to virtual care

Social activities organized by the company

Qualifications

• Must hold a valid life insurance license and have extensive experience as a financial advisor.
• Strong client relationship skills and a commitment to excellence are essential.

Responsibilities

• Prospect and expand your network to grow the client base.
• Analyze clients’ financial profiles to propose tailored strategies.

Skills

Financial Analysis

Client Relationship Management

Insurance Knowledge

Entrepreneurial Spirit

Communication Skills

Education

Valid license in life insurance (PQAP)

Minimum of 12 years’ experience as a financial advisor

Tools

Digital Tools for Business Management

Job description

You’ve built a solid reputation based on rigor, active listening, and a genuine desire to guide your clients. Your strength lies not only in the offer itself but in your ability to clarify, guide, and give meaning to every solution. You’re considering a new environment—one that provides you with real tools, tangible recognition for your results, and competitive advantages aligned with your level of commitment. Here, you don’t start from scratch. You build on your existing strengths and join a path designed for long-term performance. You'll be part of a top-tier company (ranked 2nd in Canada) that leverages your expertise to strengthen and grow a high-potential business book. This is an environment where your ideas matter, your knowledge is valued, and people remain at the heart of every decision.

Tasks

• Prospect and expand your network to grow your client base.
• Establish and maintain strong client relationships.
• Analyze clients’ financial profiles and objectives to propose tailored strategies.
• Provide high-quality financial advice.
• Identify optimal solutions for life, disability, and critical illness insurance.
• Clearly communicate asset performance and investment information to clients.
• Maintain a professional, objective approach in all recommendations.
• Perform any other duties related to the role.

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.
• Financial support up to $26,000 in the first year and over $56,000 during the first 36 months.
• 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 Gatineau.
• A high-potential territory rich in business development opportunities.
• Guaranteed client buyback upon retirement (minimum 5 years).

Job requirements

• Valid license in life insurance (PQAP) and mutual funds.
• Minimum of 12 years’ experience as a financial advisor.
• Valid driver’s license and availability to meet with clients.
• Intermediate English proficiency (used approximately 20% of the time, due to some English-speaking clients).

Desired profile

• Strong entrepreneurial spirit with the ambition to grow a practice that reflects your vision.
• Self-driven in managing your business and seizing opportunities for continued growth.
• Known for building lasting relationships through a human, personalized approach.
• Committed to excellence and consistently achieving or exceeding goals.
• Open to learning and evolving, knowing that expertise is built throughout a career.