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

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

Job summary

Join a leading company in the financial sector that values your expertise and offers a supportive environment for growth. This role emphasizes building strong client relationships and providing tailored financial advice. With a focus on innovation and a commitment to excellence, you will have access to cutting-edge tools and a high-potential territory for business development. Enjoy competitive compensation and numerous perks, including financial support and continuous training. If you're passionate about making a significant impact in the financial security market, this opportunity is for you.

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 organized by the company

Continuous training and mentoring

Cutting-edge digital tools

Guaranteed client buyback upon retirement

Qualifications

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

Responsibilities

• Prospect and expand your network to grow your client base.
• Provide high-quality financial advice and solutions.
• Analyze clients’ financial profiles to propose strategies.

Skills

Financial advising

Client relationship management

Financial analysis

Insurance solutions

Entrepreneurial spirit

Education

Valid life insurance license

Mutual funds license

12 years of 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 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 center 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.
• Communicate asset performance and investment information clearly 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.
• Exponential income potential 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 your business management.
• Collaborate with a dynamic, well-established team based in Thetford Mines.
• 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.

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 want to put your skills to work for a top-tier player, one of the best in its field in Canada, driven by a modern vision and powered by cutting-edge technology, you’re looking in the right place. Standing still isn’t an option here: you’ll have access to an ambitious playing field that fosters innovation and forward thinking. And of course, because your impact matters, you can expect compensation that truly reflects the value you bring.

Are you someone who is passionate about the full accounting cycle? Are you looking for a new challenge in a dynamic environment? A new opportunity awaits you! Our client is a manufacturing company with over 60 years of experience. We are looking for an accounting technician for their Montreal location.