Financial Security Advisor – Quebec (Remote/Hybrid)

About Ascendant Financial For more than 17 years, Jayson Lowe and Ascendant Financial has helped thousands of Canadians and Americans create greater financial freedom through education, coaching, and innovative wealth strategies. Our advisors receive specialized training in the Infinite Banking Concept® and work alongside some of North America's leading professionals in the field. Help Canadians Take Control of Their Financial Future At Ascendant Financial, we're redefining what it means to build wealth. We don't follow the traditional financial playbook—we teach clients how to take control of their money using proven wealth-building strategies centered around the Infinite Banking Concept®. We're looking for a motivated, relationship-focused Financial Advisor to join our growing team in Quebec. If you're entrepreneurial, passionate about helping people, and excited about building a rewarding career with world-class training and mentorship, we'd love to hear from you. Ascendant emphasizes innovation, mentorship, a client-first culture, and ongoing professional development for its advisors. What You'll Do Build meaningful relationships with prospective and existing clients. Educate individuals, families, and business owners on advanced wealth-building strategies. Conduct virtual and in-person discovery meetings. Design personalized financial strategies tailored to each client's goals. Guide clients through the implementation of insurance and wealth strategies. Maintain ongoing client relationships through regular reviews and coaching. Leverage Ascendant Financial's proprietary educational systems and marketing resources to grow your practice. Continuously develop your expertise through coaching, training, and mentorship. You are someone who is: Required Licensed Financial Security Advisor (AMF). A great communicator with strong interpersonal skills in French and English. Self-motivated with an entrepreneurial mindset. Excellent at relationship-building and presentation skills. Comfortable using technology and AI for virtual meetings and client management. An independent thinker while collaborating with a high-performing team. Preferred Bilingual (French and English). Experience in financial services, insurance, banking, investments, or wealth management. Established professional network within Quebec. Passion for financial education and client empowerment. Why Join Ascendant Financial? At Ascendant Financial, we invest in our people as much as we invest in our clients. You'll receive: Industry-leading mentorship and coaching. Comprehensive onboarding and ongoing professional development. Proprietary client education systems and marketing support. Flexible remote work opportunity. Competitive commission structure with performance incentives. Access to innovative financial strategies and exclusive educational resources. A collaborative culture built on integrity, transparency, and continuous improvement. The company emphasizes professional growth, supportive leadership, flexible work arrangements, and a culture focused on client success. Compensation Commission-based compensation Performance bonuses and incentives Ongoing professional development and mentorship Flexible work environment Apply Today If you're ready to build a career where you can make a meaningful impact while growing personally and professionally, we'd love to hear from you. We thank all applicants for their interest. Only those selected for an interview will be contacted.

The advisor will build and maintain client relationships while educating individuals and business owners on advanced wealth-building strategies. They are responsible for conducting discovery meetings, designing personalized financial plans, and guiding clients through the implementation of insurance and wealth strategies.

Candidates must hold a Licensed Financial Security Advisor (AMF) certification and possess strong interpersonal skills in both French and English. An entrepreneurial mindset, comfort with technology, and experience in financial services or insurance are highly preferred.

• Mentorship • Coaching • Professional development • Marketing support • Performance bonuses • Flexible work environment

• CommunicationSouhaitée
• Analyse financièreSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial advising
• Wealth management
• Infinite Banking Concept
• Relationship building
• Communication
• Presentation skills
• Client education
• Strategic planning
• Insurance
• Financial analysis
• Entrepreneurial mindset
• AI tools
• Virtual meeting management
• Coaching
• Bilingualism
• Independent Thinking
• Client Education
• Financial Strategy
• Professional Networking
• Bilingual (French/English)
• Self-Motivation
• Artificial Intelligence
• Management
• Continuous Improvement Process
• Financial Services
• Financial Education
• Leadership
• Marketing
• Innovation
• Interpersonal Communications
• Mentorship
• Presentations
• Wealth Management
• Relationship Building

• Finance & Accounting
• Sales
• Consulting
• Management & Leadership
• Financial Security Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Langue de l’offre

anglais

Heures de travail

40 heures par semaine