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

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

Job summary

Join a leading financial firm as a financial advisor and transform your ambition into a successful career. This role offers the chance to build your own business while receiving comprehensive support, including financial backing and cutting-edge tools. You'll guide clients through their financial journeys, providing tailored solutions and establishing lasting relationships. With a focus on personal growth and professional development, this opportunity in Rouyn-Noranda is perfect for self-driven individuals ready to excel in a dynamic environment. Embrace the chance to make a significant impact in the financial industry!

Benefits

Financial Support in First Year

Group Insurance Plan

Stock Ownership Plan

Recognition Program

Employee Assistance Program

Access to Virtual Care

Social Activities

Continuous Training and Mentoring

Cutting-edge Digital Tools

Guaranteed Client Buyback upon Retirement

Qualifications

• Minimum of 12 years’ experience as a financial advisor.
• Strong entrepreneurial spirit with ambition to grow a practice.

Responsibilities

• Prospect and expand your network to grow your client base.
• Provide high-quality financial advice tailored to clients.

Skills

Financial Analysis

Client Relationship Management

Sales Skills

Insurance Knowledge

Entrepreneurial Spirit

Education

Valid Life Insurance License

Experience as a Financial Advisor

Tools

Digital Tools for Business Management

Job description

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

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 environment values your ideas, your knowledge, and places people at the heart of every decision.

Tasks

1. Prospect and expand your network to grow your client base.
2. Establish and maintain strong client relationships.
3. Analyze clients’ financial profiles and objectives to propose tailored strategies.
4. Provide high-quality financial advice.
5. Identify optimal solutions for life, disability, and critical illness insurance.
6. Clearly communicate asset performance and investment information to clients.
7. Maintain a professional, objective approach in all recommendations.
8. Perform any other duties related to the role.

Advantages

1. Opportunity to ensure continuity of service with an established client portfolio.
2. Enjoy tax benefits.
3. Exponential income potential based on performance and results.
4. Financial support up to $26,000 in the first year and over $56,000 during the first 36 months.
5. Group insurance plan and stock ownership plan (RRSP or non-registered account).
6. Recognition program with awards, financial incentives, and exclusive trips.
7. Employee, advisor, and family assistance program (PAECF).
8. Access to virtual care via a recognized platform.
9. Social activities organized by the company to strengthen team cohesion.
10. Continuous training and mentoring to support your professional development.
11. Cutting-edge digital tools to simplify business management.
12. Collaborate with a dynamic, well-established team based in Rouyn-Noranda.
13. A high-potential territory rich in business development opportunities.
14. Guaranteed client buyback upon retirement (minimum 5 years).

Job Requirements

1. Valid license in life insurance (PQAP) and mutual funds.
2. Minimum of 12 years’ experience as a financial advisor.
3. Valid driver’s license and availability to meet with clients.
4. Intermediate English proficiency (used approximately 20% of the time, due to some English-speaking clients).

Desired Profile

1. Strong entrepreneurial spirit with the ambition to grow a practice that reflects your vision.
2. Self-driven in managing your business and seizing opportunities for continued growth.
3. Known for building lasting relationships through a human, personalized approach.
4. Committed to excellence and consistently achieving or exceeding goals.
5. Open to learning and evolving, knowing that expertise is built throughout a career.

What if you could turn your ambition into a thriving career? As a financial advisor for an award-winning company, one of the top in its field in Canada, you’ll have the unique opportunity to build your own business within this major player in the financial industry. We’re not just hiring advisors, we’re developing 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!

Published on April 28, 2025

Are you exceptional in sales and deal closure, with a recognized talent for structuring high-performing financial solutions? Do you know how to build trust with every client and maximize every opportunity? Join a dynamic and collaborative team where your expertise in finance and insurance will be a key strategic lever.

An amazing opportunity in Rouyn-Noranda: work with a well-known dealership where your expertise will play a key role in providing financial support to clients and optimizing sales.