Financial Security Advisor – For Rising Talents

Bedard Resources; Saint-Jean-sur-Richelieu; On-site; CAD 50,000 - 90,000; Full time

Job summary

An established industry player in the financial security market is seeking motivated financial advisors to join their dynamic team. This role offers an entrepreneurial environment where you can grow your client base and make a significant impact. You'll receive solid support and strategic advice, along with access to cutting-edge technology to enhance your services. The company provides an ambitious playing field for innovation, along with financial incentives and continuous training to foster your professional development. If you're ready to thrive in a results-oriented environment and build lasting client relationships, this opportunity is perfect for you.

Benefits

Tax Benefits

Financial Support up to $26,000

Group Insurance Plan

Stock Ownership Plan

Recognition Program

Employee Assistance Program

Access to Virtual Care

Social Activities

Continuous Training

Cutting-edge Digital Tools

Qualifications

• 2-3 years experience as a financial advisor is required.
• Hold a valid driver's license and insurance licenses.

Responsibilities

• Prospect to expand your network and develop your client base.
• Provide impartial, high-quality financial advice to clients.
• Analyze clients’ profiles to offer tailored strategies.

Skills

Client Relationship Management

Financial Analysis

Interpersonal Skills

Results Orientation

Entrepreneurial Mindset

Autonomy

Education

License in Personal Insurance (PQAP)

Mutual Fund Investments License

Job description

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 (2nd in Canada) 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.

Tasks

• Prospect to expand your network and develop your client base.
• Establish and maintain strong relationships with clients.
• Analyze clients’ profiles and financial goals to offer tailored strategies.
• Provide impartial, high-quality financial advice.
• Identify optimal solutions for life insurance, disability, and critical illness.
• Provide clear information on clients’ asset performance and investments.
• Adopt a professional and objective approach in all recommendations.
• Perform any other related tasks.

Advantages

• 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.
• Guaranteed client buyback upon retirement (minimum 5 years).

Job requirements

• Hold a license in personal insurance (PQAP) and mutual fund investments.
• Valid driver’s license and availability to meet with clients.
• Two to three years of experience as a financial advisor.
• Intermediate proficiency in English required (approximately 20% of the time), as some clients may be English-speaking.

Desired profile

• You have great autonomy and an entrepreneurial mindset: you are capable of managing and developing your own client base by taking initiative.
• You have excellent interpersonal skills: you know how to build strong, lasting relationships with clients by offering personalized and high-quality service.
• You are highly results-oriented: you are motivated to achieve and exceed your goals, with a strong ability to manage prospecting and grow your client portfolio.
• You have a thirst for learning and development: you are ready to thrive in a dynamic environment and continuously acquire new skills.