Independent Financial Advisor

Company Description Greatway Financial Inc. is a Canadian Managing General Agency (MGA) dedicated to helping families build financial protection through life insurance and related solutions. Partnering with leading insurance providers across Canada, Greatway’s network of more than 4,200 licensed life insurance agents supports individuals, families, and business owners in strengthening long-term financial security. The organization emphasizes education, needs-based guidance, and trusted relationships so clients can make informed decisions about their financial futures. Greatway is also a growth platform where professionals from diverse backgrounds receive licensing support, training, and ongoing development to better serve their communities. Guided by the philosophy “Investing in Happiness, Investing in You,” Greatway fosters a collaborative community focused on protecting families and enhancing financial well-being. Role Description The Independent Financial Advisor is a full-time, on-site role based in Québec, QC. In this position, the advisor will meet with clients to assess their financial goals, analyze current financial situations, and recommend tailored insurance and financial protection strategies, including life, illness and disability, mortgage, and business insurance solutions. The advisor will develop and present financial plans, explain product options, and educate clients on concepts related to long-term financial security and legacy planning. Day-to-day responsibilities include prospecting and building a client base, maintaining ongoing relationships, conducting regular reviews of client plans, and staying current on industry trends and regulatory requirements. The advisor will also collaborate with Greatway’s support teams, participate in training and development programs, and uphold high ethical standards and compliance with governing regulations. Qualifications Candidates should possess strong skills in Financial Planning and Retirement Planning to help clients build comprehensive, long-term strategies. Candidates should possess solid knowledge of Finance and Investments to analyze client situations and recommend appropriate financial solutions. Candidates should possess experience in Financial Advisory, with the ability to provide needs-based guidance and clear recommendations. Relevant life insurance licensing (or eligibility to obtain licensing) in Québec; prior experience in insurance, banking, or financial services is an asset. Excellent interpersonal, communication, and presentation skills, with the ability to explain complex concepts in a clear and accessible manner. Strong client relationship-building skills, integrity, and a commitment to compliant, client-focused advice. Motivated, entrepreneurial mindset with the ability to work independently, manage time effectively, and grow a client portfolio. Fluency in English and French is highly beneficial; familiarity with the Canadian and Québec financial and regulatory environment is an advantage.

The advisor will assess client financial goals to recommend tailored insurance and financial protection strategies. Responsibilities include prospecting for new clients, developing financial plans, and maintaining ongoing client relationships.

Candidates must have relevant life insurance licensing in Québec and strong expertise in financial and retirement planning. An entrepreneurial mindset and fluency in both English and French are highly beneficial.

• Gestion du tempsSouhaitée

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

• Financial Planning
• Retirement Planning
• Finance
• Investments
• Financial Advisory
• Life Insurance Licensing
• Interpersonal Communication
• Presentation Skills
• Client Relationship Building
• Time Management
• English Fluency
• French Fluency

• Finance & Accounting
• Sales
• Consulting

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Postuler avant le

10 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte