Financial Security Advisor – For Rising Talents

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

Job summary

An established industry player is seeking a dynamic financial advisor who thrives in an entrepreneurial environment. This role offers the opportunity to build a robust client base while receiving solid support and strategic guidance. With access to cutting-edge technology and continuous training, you'll be empowered to innovate and excel in your field. Enjoy a compensation structure that rewards your performance and results, along with various perks designed to foster professional growth and team cohesion. If you're ready to make a significant impact in the financial security market, this position is perfect for you.

Benefits

Tax Benefits

Exponential Income Opportunity

Financial Support in First Year

Group Insurance Plan

Recognition Program

Employee Assistance Program

Access to Virtual Care

Social Activities

Continuous Training

Guaranteed Client Buyback

Qualifications

• 2-3 years of experience as a financial advisor required.
• Hold a valid license in personal insurance and mutual funds.

Responsibilities

• Prospect and develop your client base while providing tailored financial advice.
• Analyze clients' profiles and offer optimal solutions for their needs.

Skills

Financial Analysis

Client Relationship Management

Entrepreneurial Spirit

Communication Skills

Problem Solving

Education

License in Personal Insurance (PQAP)

Mutual Fund Investments License

Tools

Digital Tools for Business Management

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 a strong entrepreneurial spirit, whether you already have a business or simply want to build one.
• You are autonomous and ready to take initiatives to develop your client base and grow your business.
• You know how to build solid, lasting relationships by offering personalized and high-quality service.
• You have a strong results orientation and are motivated to reach and exceed your goals.
• You are curious and ready to learn in a dynamic environment where continuous training is part of the journey.