Financial Security Advisor – Build your business within a business!

Bedard Resources; Saint-Jérôme; On-site; CAD 40,000 - 80,000; Full time

Job summary

Join a leading force in the financial industry as a financial advisor, where you can build your own business and guide clients to success. This innovative company offers a unique opportunity to develop your professional future with comprehensive support and cutting-edge tools. Enjoy an exponential income potential based on your performance, along with various benefits including a group insurance plan and continuous training. If you have an entrepreneurial spirit and a passion for helping others achieve their financial goals, this is the perfect opportunity for you to thrive in a dynamic environment.

Benefits

Tax Benefits

Financial Support

Group Insurance Plan

Recognition Program

Employee Assistance Program

Access to Virtual Care

Social Activities

Continuous Training

Digital Tools

Guaranteed Client Buyback

Qualifications

• Hold or be willing to obtain life insurance and group savings licenses.
• Strong entrepreneurial spirit and results-oriented.

Responsibilities

• Prospect and develop your client base through networking.
• Provide tailored financial advice and strategies.

Skills

Financial Analysis

Client Relationship Management

Entrepreneurial Spirit

Sales Skills

Communication Skills

Education

Life Insurance License (PQAP)

Group Savings License

Tools

Digital Tools for Business Management

Job description

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

What if you could turn your ambition into a flourishing career? As a financial advisor for an award-winning company, one of the top players in the field in Canada, you’ll have the unique opportunity to build your own business within a leading force in the financial industry. 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!

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

• 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.
• 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.
• 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 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 know how to build solid, lasting relationships by offering personalized and high-quality service.
• 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.

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.

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.