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

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

Job summary

Join a leading financial advisory firm in Canada, where your expertise will be valued and your ambition can flourish. As a financial advisor, you will guide clients in making informed decisions about their financial future. With a strong support system, ongoing training, and a high-potential business environment, you'll have the opportunity to build a successful practice that reflects your vision. This role offers competitive income potential and recognition for your results, making it an ideal opportunity for driven individuals looking to make a significant impact in their clients' lives.

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

Continuous training and mentoring

Cutting-edge digital tools

Social activities organized by the company

Guaranteed client buyback upon retirement

Qualifications

• 12+ years experience as a financial advisor.
• Strong knowledge of life insurance and mutual funds.

Responsibilities

• Prospect and expand client base while maintaining strong relationships.
• Analyze clients’ financial profiles to propose tailored strategies.

Skills

Financial Advisory

Client Relationship Management

Insurance Knowledge

Analytical Skills

Communication Skills

Education

Valid life insurance license (PQAP)

Experience as a financial advisor

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 Sherbrooke.
• 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.

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.

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.