Financial Advisor

4 days ago


TroisRivières, Quebec, Canada Bedard Resources Full time
What if you could turn your ambition into a flourishing career? As a financial advisor for an award-winning company, ranked the 2nd largest in its field in Canada, you will have the unique opportunity to create your own business within this major player in the financial sector. We are not just recruiting advisors; we are training long-term entrepreneurs. Your mission: guide your clients to success by understanding their financial goals, offering tailored solutions, and supporting them every step of the way. There are people today who have money and need an expert to guide them. That's where you come in. As a self-employed worker, you have the opportunity to build your own network, develop, and manage your professional future. It's a business within a business, and we provide all the tools you need to succeed. We're looking for someone with energy, a true team spirit, and a belief in the power of co-development

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 or be willing to obtain a life insurance license (PQAP) and group savings license.
- Valid driver's license and availability to meet with clients.
- Intermediate proficiency in English, as 20% of the time may involve working with English-speaking clients.

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.

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