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