We are committed to the growth of this financial centre with new and experienced financial advisors.
Do you recognize yourself when you look at these personality traits?
If so, a career as a financial advisor with us may be a great fit for you. You will find many of our advisors outgoing and hardworking problem solvers. They enjoy being their own boss and are committed to continuous education and personal development.
We consider our advisors to be “Intrapreneurs”. This means they have the flexibility and freedom to be their own boss and work as an entrepreneur, while having the strength and support of a large network of professionals and products.
You will have access to a variety of innovative development and training programs, competitive products and expert services that will help you build, develop and run your business successfully.
We provide you with a training program designed specifically for new advisors. Extending over a period of 18 months, this training program will help you become familiar with financial security, the products that are available, global and integrated planning and methods for soliciting clients.
Business services program
This program will help you acquire the aptitudes, the knowledge and the skills you will need in order to integrate into your business practices and the behaviours that will benefit both your personal and your professional growth.
Some of the highlights of this program include services of business coaching, assistance in obtaining industry-recognized professional titles, marketing expenses and business bookkeeping.
The purpose of our recognition program is to reward the efforts made by our outstanding advisors. In addition to becoming eligible for an Award of Excellence and the Masters’ Club, advisors are invited to take part in conferences held in some of the most popular locations in the world. We also organize a conference each year for the new network members and another one for the annual kick-off in January.
These are major events that give advisors an opportunity to celebrate their achievements with their peers.
Financial support to purchase business blocks
We offer a financing program to our network advisors who wish to purchase an established clientele. This program makes it possible for new advisors to be on a fast track to establish themselves in their career and to further develop an existing clientele.
Marketing and business development support
Whether you are just starting your career or already well established, we provide you with the resources that will bring added value to your service offer. Our team of communications and marketing professionals is dedicated to helping advisors show their strongest assets and to supporting them in developing their business.
Centre Team support
You can always turn to our own centre team for immediate support such as,
- Coaching/mentoring for sales activities
- Ad-hoc or specialized training provided by experts in the fields of insurance savings, financial planning and taxation
- Technical and administrative support