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

Bedard Resources; Saint-Jean-sur-Richelieu; On-site; CAD 26,000 - 56,000; Full time

Job summary

Join a forward-thinking company that values your expertise and offers a dynamic environment for growth. As a financial advisor, you will leverage your skills to build lasting client relationships and provide tailored financial solutions. With competitive compensation based on your performance, you will have access to cutting-edge tools and continuous training to enhance your professional development. This role promises an exciting opportunity to thrive in a high-potential market, backed by a supportive team and a commitment to excellence.

Benefits

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

Group insurance plan

Stock ownership plan

Recognition program with awards

Employee assistance program

Access to virtual care

Social activities for team cohesion

Continuous training and mentoring

Cutting-edge digital tools

Guaranteed client buyback upon retirement

Qualifications

• Strong entrepreneurial spirit with ambition to grow a practice.
• Valid license in life insurance and mutual funds required.

Responsibilities

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

Skills

Financial Analysis

Client Relationship Management

Financial Advisory

Insurance Knowledge

Entrepreneurial Spirit

Education

Valid license in life insurance (PQAP)

Minimum of 12 years’ 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 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.

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 Saint-Jean-sur-Richelieu.
• 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

• Candidate:
• 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.

Your professional background is starting to carry weight in the financial security market. Now, you need an environment designed to help you grow in value. What you really want is to continue your practice, keep building your client base, and make your mark—while benefiting from solid support and strategic advice to guide your progression. Simply put: an entrepreneurial approach with the structure and resources of a company.

If you're looking to put your skills to work for a leading player (among the best) in the field, backed by a forward-thinking vision and equipped with cutting-edge technology, you’re in the right place. There's no standing still here: you'll have access to an ambitious playing field, ideal for innovation and forward momentum. And of course, because your impact matters, you can expect compensation that matches the value you bring.