At a Glance
- Tasks: Meet clients, assess financial goals, and recommend tailored insurance strategies.
- Company: Greatway Financial Inc. - a leading Canadian MGA focused on financial protection.
- Benefits: Full-time role with training support, ethical standards, and community impact.
- Other info: Dynamic environment with opportunities for growth and development.
- Why this job: Make a real difference in people's lives while building your own career.
- Qualifications: Strong skills in financial planning and client relationship-building required.
The predicted salary is between 63000 - 77000 $ per year.
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.
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Independent Financial Advisor in Québec employer: Greatway Financial Inc.
Greatway Financial Inc. is an exceptional employer that prioritizes the growth and development of its Independent Financial Advisors in Québec, QC. With a strong emphasis on education and community support, employees benefit from comprehensive training programs and licensing assistance, fostering a collaborative work culture that values integrity and client-focused service. The company's commitment to 'Investing in Happiness, Investing in You' ensures that advisors not only build rewarding careers but also make a meaningful impact in the lives of their clients.
