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

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

Job summary

Une entreprise de premier plan, classée 2ème au Canada, recherche un conseiller financier passionné pour rejoindre son équipe. Ce rôle offre l'opportunité de bâtir votre propre réseau tout en bénéficiant d'un portefeuille de clients établi. Vous serez soutenu par une formation continue et des outils numériques de pointe, vous permettant de guider vos clients vers le succès financier. Si vous êtes un entrepreneur dans l'âme, prêt à saisir des opportunités de croissance, cette carrière pourrait être votre tremplin vers un avenir prospère. Rejoignez une équipe dynamique et contribuez à un environnement où vos idées comptent!

Benefits

Plan d'assurance groupe

Programme de reconnaissance

Activités sociales

Formation continue

Outils numériques avancés

Support financier jusqu'à 26 000 $

Plan de propriété d'actions

Assistance virtuelle

Cohésion d'équipe

Rachat garanti de clients à la retraite

Qualifications

• Licence en assurance vie et fonds mutuels requise.
• 12 ans d'expérience en tant que conseiller financier.

Responsibilities

• Prospecter et élargir le réseau pour développer la clientèle.
• Fournir des conseils financiers de haute qualité.

Skills

Conseils financiers

Analyse des profils financiers

Établissement de relations clients

Communication claire

Esprit entrepreneurial

Education

Licence valide en assurance vie

Expérience minimum de 12 ans en tant que conseiller financier

Tools

Outils numériques avancés

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 Saint-Jérôme.
• 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.

What if you could turn your ambition into a flourishing career? As a financial advisor for an award-winning company, ranked the 2nd largest in its field in Canada, you will have the unique opportunity to create your own business within this major player in the financial sector. We are not just recruiting advisors; we are training long-term entrepreneurs. Your mission: guide your clients to success by understanding their financial goals, offering tailored solutions, and supporting them every step of the way. There are people today who have money and need an expert to guide them. That’s where you come in. As a self-employed worker, you have the opportunity to build your own network, develop, and manage your professional future. It’s a business within a business, and we provide all the tools you need to succeed. We’re looking for someone with energy, a true team spirit, and a belief in the power of co-development!