Become an advisor

Become a Retirement Planning Advisor

Are you a financial advisor or planner who is passionate about retirement planning and currently focused on business development? Are you looking for an effective tool to achieve concrete, measurable results?

We’re always looking for experienced professionals who are committed to making a difference.

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About Us

Série Conseils Retraite is a marketing firm that has developed a comprehensive multiplatform structure to provide Quebec residents with the information and resources they need to plan for retirement effectively.

This structure strategically facilitates connections between financial planners and individuals seeking financial guidance. Since Série Conseils Retraite does not provide any financial advice, it acts as a marketing partner and is commissioned by financial planners to enable them to benefit from the high-performance digital tools it has developed.

The digital tools developed by Série Conseils Retraite have proven their reach and effectiveness, serving as a major driver of business growth for financial professionals. We offer financial planners the most effective tool for growing assets under management currently available in Quebec.

Positioning and Value

Our conferences are designed to serve as a strategic tool for business development, aimed at generating high-value leads and strengthening your professional credibility.

Our Events

Expand your customer base with our various turnkey solutions.

We organize various types of seminars—on retirement planning, wealth management, and seminars for entrepreneurs—offered both virtually and in person.

Schedule an exploratory meeting

Immediate impact

Given that prospecting, competing, and managing clients already take up a large portion of your time, it’s essential to invest in strategies that deliver real results.

Our turnkey conferences are designed to help you:

  • Attracting Truly Qualified Prospects
  • Position Yourself as a Credible Expert in Retirement Planning
  • Building a stable, engaged, and profitable customer base
  • Generate concrete and measurable results

Why Choose Us?

Qualified customers


Gain exclusive access to a qualified, relevant, and engaged customer base. Build lasting relationships with serious and motivated prospects.

Visibility and credibility

Position yourself as a trusted expert through our network and conferences, while developing real and measurable business opportunities.

Turnkey Model

Our turnkey model frees you from all operational management: promotion, coordination, registration, and follow-up are handled by our team. Just focus on your presentation!

Positions We’re Hiring For

We work with financial planners and financial advisors who:

  • Have solid expertise
  • Customer-focused
  • Want to expand their retirement client base
  • Seeking a structured development strategy
  • High close rate

Our Results in Numbers

Conférences
Participants totaux

FAQ – Frequently asked questions

Frequently asked questions

To become an advisor at Conseils Retraite, simply fill out the online application form. Our team will review your application and contact you to discuss the next steps.

No. The model is completely turnkey.

We generate qualified leads. Success then depends on the follow-up by the advisor.

There is no fee to join our network of advisors. However, there are fees associated with organizing the conferences offered through our platform.

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