Become an independent financial security advisor in Quebec
Our training center supports you from A to Z.
Training. Licensing. Mentoring. Customers. Success.
Are you currently licensed as a financial security advisor?
You do not yet have your financial security advisor’s licence
That’s exactly why our training center exists.
We help you to :
- Obtaining your license from the AMF
- Understanding the financial services industry
- Learn how to find and retain customers
- Develop your sales skills
- Part-time or full-time success
Your path to becoming a financial security advisor in Quebec
PQAP Program – 4 steps to obtaining your AMF permit and building your practice.
Start your financial consulting training today
You already have your financial security advisor’s licence
But do you have the right environment to succeed?
At Ekinox, your block of business really belongs to you – not to an agency, not to an up-line.
You manage your customers, your schedule and the way you work.
Total freedom for your practice
You run your practice like a real business. Ekinox serves as a support, not a rigid structure.
Your block of business belongs to you
Customers, files, renewals – everything is in your name. Not an agency. Not an up-line. All yours.
No unnecessary internal pressure
No unrealistic monthly quotas. No robotic scripts. We help you grow at your own pace.
Exclusive benefits for licensed advisors
- Access to several partner companies and financial solutions
- Group insurance available even as a self-employed worker
- Modern CRM and advanced technological solutions
- Competitions, events and recognition programs
- Ongoing mentoring and advanced training
Talk to our team
Why choose Ekinox Courtage & Finances?
At Ekinox Courtage et Finances, we believe that the future of financial advice lies in independence, competence and support.
Our mission is to train and support independent financial advisors so that they can build their own practice while offering high-quality advice to their clients.
We offer a structured professional environment, ongoing training and strategic coaching to help advisors develop their expertise, their clientele and their autonomy.
Whether you’re just starting out in your career or already active in the industry, Ekinox offers you the resources, support and vision you need to grow your practice.
Join a network of advisors who choose independence, training and excellence.
Our training and financial support services
01. Training and support for financial advisors
Structured program to obtain your AMF license and master financial products right from the start.
02. Personalized mentoring in the financial industry
Regular coaching by experienced consultants to develop your practice and performance.
03. Customer development for independent advisors
Concrete strategies, leads and tools to build and sustainably grow your block of business.
04. Access to financial solutions and partners
Several partner companies to always recommend the best solutions to your customers.
Ekinox financial security advisor profile
We’re looking for motivated people who want to build a lasting career in financial services. The Ekinox advisor is :
- Ambitious and results-oriented
- Excellent customer service skills
- Interested in personal finance and coaching
- Autonomous, organized and entrepreneurial
- Motivated to continually learn and develop
Whether you’re at the start of your career or in professional transition – if you have the motivation to succeed, Ekinox can offer you the environment to make it happen.
Frequently asked questions about a career as a financial security advisor
How do I become a financial security advisor in Quebec?
To become a financial security advisor in Quebec, you must obtain a permit from the Autorité des marchés financiers (AMF). Ekinox supports you through PQAP training, AMF exams and the mandatory 12-week probationary period.
How long does it take to obtain an AMF permit?
Preparatory training is generally completed in 6 to 8 weeks. After passing the AMF exams, a 12-week probationary period under supervision is required before independent practice.
Can I start part-time?
Yes. At Ekinox, you can start your career in financial consulting on a part-time basis and progress to full-time at your own pace, depending on your goals and circumstances.
Do I own my block of business at Ekinox?
Absolutely. At Ekinox Courtage & Finances, your customers, your files and your renewals are 100% yours. They are never tied to the agency or an up-line.
Do I need financial experience to join Ekinox?
No. Ekinox welcomes candidates with no previous experience in finance. Our training and mentoring program is designed to bring you competence, whatever your starting point.
Your career in financial consulting begins here
Join Ekinox Courtage & Finances and develop your full potential as an independent financial security advisor in Quebec.
