Financial Security Advisor – Quebec (Remote/Hybrid)

Ascendant FinancialQuebec, QC
Hybrid

About The Position

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.

Requirements

  • 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.

Nice To Haves

  • 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.

Responsibilities

  • 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.

Benefits

  • 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.
  • Professional growth, supportive leadership, flexible work arrangements, and a culture focused on client success.
  • Commission-based compensation
  • Performance bonuses and incentives
  • Ongoing professional development and mentorship
  • Flexible work environment
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