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

Bedard Ressources; Rouyn-Noranda; On-site; CAD 51,000 - 61,000; Full time

Job summary

A financial services company in Rouyn-Noranda seeks an experienced financial advisor to expand its client base and provide tailored financial advice. The ideal candidate will have over 12 years of experience, strong client relationship skills, and a valid life insurance license. This role offers significant income potential and comprehensive benefits, including group insurance and continuous training.

Benefits

Tax benefits

Financial support up to $26,000 in the first year

Group insurance plan

Recognition program

Continuous training and mentoring

Qualifications

• Valid life insurance and mutual funds license required.
• Minimum 12 years of financial advising experience.
• Intermediate English proficiency needed.

Responsibilities

• Prospect and grow client network.
• Provide tailored financial advice.
• Maintain strong client relationships.

Skills

Client relationship management

Financial analysis

Insurance solutions identification

Communication skills

Entrepreneurial spirit

Education

Valid license in life insurance (PQAP)

Experience as a financial advisor (12 years)

Job description

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 Rouyn-Noranda.

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.