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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

Full time

3 days ago
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Job summary

An established industry player is seeking a seasoned Financial Advisor to join their dynamic team in Sept-Îles. This is a unique opportunity to leverage your expertise and existing client portfolio while gaining access to cutting-edge digital tools and comprehensive training. You'll be empowered to build meaningful relationships and deliver high-quality financial solutions that truly make a difference in your clients' lives. With a strong focus on professional development and a culture that values your contributions, this role offers an exciting path for those ready to thrive in a results-oriented environment.

Benefits

Group Insurance Plan
Stock Ownership Plan
Recognition Program
Employee Assistance Program
Access to Virtual Care
Social Activities
Continuous Training
Dynamic Team Collaboration
Guaranteed Client Buyback

Qualifications

  • 25+ years of experience in financial advisory.
  • Strong ability to foster lasting client connections.

Responsibilities

  • Prospect and develop a client base while providing tailored financial advice.
  • Analyze clients' profiles and offer optimal insurance solutions.

Skills

Financial Advisory
Client Relationship Management
Analytical Skills
Entrepreneurial Spirit
Communication Skills

Education

Life Insurance License
Group Savings License

Tools

Digital Management Tools

Job description

Join us at our LinkedIn space at the SIIQ in Montreal on May 14 and 15!

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 among the best 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.

Are you someone who is passionate about the full accounting cycle? Are you looking for a new challenge in a dynamic environment? A new opportunity awaits you! Our client is a manufacturing company with over 60 years of experience. We are looking for an accounting technician for their Montreal location.

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 become part of a leading company, one of the best in its field in Canada, that values your expertise to strengthen and grow a high-potential book of business. This is an environment where your ideas matter, your knowledge is valued, and people remain at the heart of every decision.

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