Talking about money is rarely just about numbers. More often, it means discussing a goal someone wants to achieve, a home they hope to buy, a family they want to protect, or a retirement they are preparing for.

Our client, a well-established financial services firm in Boisbriand, is looking for a Financial Services Advisor – Insurance and Investments who is in the profession for the right reasons: to understand clients, clearly explain their options, and help them make better financial decisions for their future.

This opportunity is ideal for someone who is comfortable working with clients, demonstrates sound judgment, and has a strong entrepreneurial mindset. Someone who enjoys building relationships, growing a client base, and working in an industry where trust is earned over time. Above all, someone who can make financial matters feel less overwhelming and far more accessible.

The responsibilities include

-       Assess clients’ overall financial situation, including income, assets, liabilities, and risk tolerance, to develop suitable financial strategies.

-       Prepare personalized financial plans covering retirement, taxation, estate planning, and wealth management.

-       Recommend individual insurance solutions, including life, disability, and critical illness insurance, based on identified protection needs.

-       Provide investment advice regarding mutual funds, savings solutions, and investment portfolios, and monitor their performance.

-       Support clients in implementing financial strategies and optimizing their long-term financial position.

-       Conduct regular account reviews and adjust recommendations based on changing goals and market conditions.

-       Develop and manage a client portfolio by building lasting, trust-based relationships.

-       Actively prospect for new clients and contribute to business development initiatives.

-       Ensure compliance with all regulatory and documentation requirements, including AMF regulations and client recordkeeping.

-       Perform any other related duties.

What are the advantages of this position?

-       An entrepreneurial model focused on autonomy, allowing you to build and retain a client base that can grow with you throughout your career.

-       Comprehensive group insurance, including telemedicine services.

-       RRSP and DPSP plans with a 2.5% employer contribution.

-       Three weeks of vacation and five paid sick days from the start of employment.

-       Two remote workdays per week after the probationary period.

-       Licensing fees covered by the firm, including life insurance, mutual fund, and group annuity licensing.

-       A relaxed work environment with a strong team spirit.

-       A fully equipped kitchen offering coffee, smoothies, matcha, and snacks.

-       Bright, well-designed offices that provide a pleasant work environment.

-       A socially responsible company that gives back to the community.

-       An easily accessible workplace located near Highways 15, 640, and 13.

-       In-house training and professional development opportunities.

Requirements

-       Experience in consultative sales or business development is considered an asset.

-       Excellent interpersonal skills and the ability to build trusted relationships with clients.

-       Strong analytical skills and the ability to understand clients’ financial needs and objectives.

-       Ability to explain financial concepts clearly and in accessible language.

-       Results-driven mindset and strong motivation to achieve performance objectives.

-       Autonomy, strong organizational skills, and the ability to manage priorities effectively.

-       Professional rigour and a strong commitment to regulatory compliance.

-       LLQP life insurance licence and mutual fund registration are considered assets.

Compensation: Annual compensation with performance-based bonuses.

Schedule: Full-time.

Employment status: Permanent.