Financial Security Advisor - Build Your Success, One Client at a Time

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

Job summary

Join a leading financial advisory firm where your ambition can flourish. As a financial advisor, you'll play a pivotal role in guiding clients toward their financial success. This self-employed position offers extensive support, ongoing training, and a chance to build your own client base. With a strong focus on personalized service, you'll leverage your interpersonal skills to establish lasting relationships. Enjoy competitive compensation, tax benefits, and a dynamic work environment that values your expertise. If you're ready to take charge of your professional future and thrive in a rewarding career, this opportunity is for you.

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 a life insurance license and group savings license.
• Valid driver's license and availability to meet clients.

Responsibilities

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

Skills

Interpersonal Skills

Client Relationship Management

Financial Analysis

Entrepreneurial Mindset

Results Orientation

Education

Life Insurance License (PQAP)

Group Savings License

Job description

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

What if you could transform 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 play a key role in helping your clients make informed decisions for their financial future. Your mission: understand their financial goals, offer tailored solutions, and guide them toward success.As a self-employed professional, you will build your own business and manage your professional future. Whether you are just starting out or looking to give your career a new boost, our client offers all the support you need to build and grow your client base. Ongoing training, customized coaching, and highly advantageous compensation await you.

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 great autonomy and an entrepreneurial mindset: you are capable of managing and developing your own client base by taking initiative.
• You have excellent interpersonal skills: you know how to build strong, lasting relationships with clients by offering personalized and high-quality service.
• You are highly results-oriented: you are motivated to achieve and exceed your goals, with a strong ability to manage prospecting and grow your client portfolio.
• You have a thirst for learning and development: you are ready to thrive in a dynamic environment and continuously acquire new skills.

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 among the best) 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.

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.