Financial Security Advisor – Independent in Canada Creek, Nova Scotia at Jobgether

This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for a Financial Security Advisor – Independent based in Canada.

This opportunity is designed for an entrepreneurial financial professional who wants to build and manage their own advisory practice while benefiting from the support of an established organization.
The role focuses on helping clients achieve their financial security goals through personalized insurance and wealth solutions.
You will develop long-term relationships, provide trusted advice, and create tailored strategies based on each client’s unique situation.
As an independent advisor, you will have the flexibility to manage your business while accessing proven tools, technology, coaching, and resources.
The position combines client engagement, business development, community presence, and financial planning expertise.
You will play a key role in helping individuals and families protect their future while growing your own professional success.

As an independent Financial Security Advisor, you will be responsible for building and managing your advisory practice while delivering high-quality financial guidance and developing strong client relationships. Your responsibilities will include:

• Assessing clients’ financial situations, understanding their goals, and developing personalized financial and investment strategies.
• Advising clients on life insurance, wealth protection, and estate planning solutions while leveraging internal and external resources when needed.
• Providing product recommendations, preparing quotes, identifying opportunities for additional solutions, and completing risk assessments according to established guidelines.
• Building and maintaining strong relationships within the community to increase visibility, generate referrals, and expand business opportunities.
• Managing client interactions with professionalism, confidentiality, and discretion, particularly when supporting individuals facing personal or financial challenges.
• Using available technology, tools, and processes to deliver an efficient and personalized client experience.
• Developing business strategies, improving operational effectiveness, and maintaining a client-focused approach to grow your portfolio.
• Managing your independent business operations, including applicable administrative responsibilities, taxes, and business expenses.

The ideal candidate is a motivated financial services professional with strong relationship-building abilities, business development experience, and a passion for helping clients achieve financial confidence. Required qualifications and skills include:

• Active life insurance licence issued by the Autorité des marchés financiers (AMF).
• 1 to 2 years of experience in life insurance sales, financial services, advisory, or business development.
• Strong knowledge of life insurance and wealth protection products.
• Experience with underwriting practices is considered an asset.
• College or university education in a related discipline is an asset.
• Strong communication, negotiation, and influencing skills with the ability to build trust with clients and partners.
• Entrepreneurial mindset with the ability to manage priorities, develop a business portfolio, and pursue growth opportunities.
• Strategic thinking, problem-solving abilities, and resilience when working toward business objectives.
• Fluency in both English and French, with the ability to support primarily bilingual client relationships and teams across Quebec.

The role provides the opportunity to operate independently while receiving support, resources, and development opportunities, including:

• Competitive earning potential through an independent business model.
• Flexible scheduling with the ability to manage your own working hours.
• Remote work flexibility from anywhere in Quebec.
• Access to virtual tools, technology, and operational support.
• Warm leads generated through referral programs.
• Dedicated coaching and ongoing guidance to support professional and business growth.
• Training and development opportunities to strengthen advisory and entrepreneurial skills.
• Opportunities to contribute to and support local communities.
• Ability to manage business expenses and operate with the flexibility of an independent contractor.