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Financial Security Advisor

The role involves providing financial education to families and presenting financial solutions after obtaining the necessary licenses. It also includes developing a client base and potentially leading and supporting a team.

  • Hybrid
  • Montréal, QC
  • Posted Aug 14, 2026
  • Apply by Sep 13, 2026
  • 1 position

Job summary

FRANÇAIS Je développe actuellement mon équipe en services financiers au Québec et je recherche des personnes motivées souhaitant explorer une occasion d’affaires flexible, à temps partiel ou à temps plein. Le rôle comprend : • Participer à la formation et obtenir les permis requis • Offrir de l’éducation financière aux familles • Développer une clientèle et assurer les suivis • Présenter des solutions financières une fois les permis obtenus • Possibilité de développer et d’accompagner une équipe Aucune expérience préalable en services financiers n’est requise. Nous recherchons des personnes autonomes, motivées, à l’aise avec la communication et intéressées par les finances personnelles ou l’entrepreneuriat. Il s’agit d’une occasion d’affaires indépendante, et non d’un emploi salarié. La rémunération est à commission et aucun revenu n’est garanti. Des frais applicables peuvent s’appliquer et seront expliqués durant la rencontre d’information. Horaire flexible | Temps partiel possible | Montréal et rencontres virtuelles –––––––––––––––––––– ENGLISH I am currently expanding my financial services team in Quebec and looking for motivated individuals interested in a flexible part-time or full-time business opportunity. The role includes: • Completing training and obtaining the required licences • Providing financial education to families • Developing a client base and conducting follow-ups • Presenting financial solutions once properly licensed • Opportunity to develop and support a team No previous financial-services experience is required. We are looking for motivated, independent individuals with strong communication skills and an interest in personal finance or entrepreneurship. This is an independent business opportunity, not a salaried employment position. Compensation is commission-based, and no income is guaranteed. Applicable expenses may apply and will be explained during the information meeting. Flexible schedule | Part-time available | Montreal and virtual meetings

What you’ll do

The role involves providing financial education to families and presenting financial solutions after obtaining the necessary licenses. It also includes developing a client base and potentially leading and supporting a team.

Requirements

No previous financial services experience is required, but candidates must be motivated, independent, and possess strong communication skills. Interest in personal finance or entrepreneurship is essential.

Listed skills

  • CommunicationPreferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

  • Financial Education
  • Client Development
  • Communication
  • Entrepreneurship
  • Personal Finance
  • Team Leadership

Job areas

  • Finance & Accounting
  • Sales
  • Consulting
  • Management & Leadership

Additional details

Minimum education
Professional degree
Minimum experience
0+ years
Apply by
Sep 13, 2026
Posting language
English
Working hours
40 hours per week
Seniority
Mid-Senior level
Application method
Direct apply is available