🇺🇸 USAJobs.work

America's Job Portal

← Back to USA Jobs

Financial Services Advisor – Insurance and Investments #237

Company

Bedard Ressources

Location

Boisbriand, Quebec

Posted

July 11, 2026

Position Overview

Tasks

  • Assess clients’ overall financial situation, including income, assets, liabilities, and risk tolerance, to develop suitable financial strategies.
  • Prepare personalized financial plans covering retirement, taxation, estate planning, and wealth management.
  • Recommend individual insurance solutions, including life, disability, and critical illness insurance, based on identified protection needs.
  • Provide investment advice regarding mutual funds, savings solutions, and investment portfolios, and monitor their performance.
  • Support clients in implementing financial strategies and optimizing their long-term financial position.
  • Conduct regular account reviews and adjust recommendations based on changing goals and market conditions.
  • Develop and manage a client portfolio by building lasting, trust-based relationships.
  • Actively prospect for new clients and contribute to business development initiati...

    • Ready to Apply?

    Join thousands of Americans building their careers

    Apply Now