Financial Services Independent Advisor

📋 Description

• Build and manage an independent financial services advisory practice with autonomy.
• Develop client relationships and grow portfolio through prospecting, networking, referrals, and
• Provide insurance and wealth solutions tailored to clients and their families.
• Maintain engagement to strengthen loyalty, retention, and long-term outcomes.
• Represent the organization professionally, upholding client-first standards and regulatory
• Manage sales pipeline, priorities, and activity with discipline and accountability.

🎯 Requirements

• Valid Insurance of Persons license in Quebec, or ability to obtain and maintain licensing and
• Experience in financial services, insurance, banking, wealth management, or business development is
• Experience running a business or in independent/community-based sales is highly relevant.
• Proven ability to establish trusted relationships and convert them into growth.
• Strong sales and business-development mindset with prospecting and referrals skills.
• Client-facing experience with credibility, consultation, and long-term relationship management.

🎁 Benefits

• Opportunity to build and grow your own financial services portfolio with ownership and autonomy.
• Temporary onboarding income guarantee to support transition.
• Commission-based compensation after onboarding with uncapped earning potential.
• Uncapped earning potential based on performance.
• Flexible, remote-friendly work model with schedule autonomy.
• Comprehensive onboarding, training, mentorship, and ongoing development.