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Financial Security Advisor - Build Your Business Within a Company!

Bedard Resources

Gatineau

On-site

CAD 26,000 - 56,000

Full time

30+ days ago

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Job summary

Join a leading financial services company as a financial advisor, where your entrepreneurial spirit can flourish. This role offers the unique opportunity to build your own business while receiving comprehensive training and support. You'll guide clients through their financial journeys, providing tailored solutions that meet their needs. With the potential for exponential income based on your performance, this position promises not just a job, but a chance to create a lasting impact in the financial sector. Embrace a dynamic environment where your ideas matter and your growth is prioritized.

Benefits

Tax Benefits
Financial Support in First Year
Group Insurance Plan
Recognition Program
Employee Assistance Program
Access to Virtual Care
Social Activities
Continuous Training and Mentoring
Cutting-edge Digital Tools
Guaranteed Client Buyback

Qualifications

  • Hold or be willing to obtain a life insurance and group savings license.
  • Strong results orientation and motivation to exceed goals.

Responsibilities

  • Prospect to expand your network and develop your client base.
  • Provide impartial, high-quality financial advice.
  • Analyze clients’ profiles to offer tailored strategies.

Skills

Entrepreneurial Spirit
Client Relationship Management
Financial Analysis
Communication Skills
Problem Solving

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, ranked among the best 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!

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.
  • Perform any other related tasks.
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.

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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