Become an advisor at Clic Prime

At Clic Prime, we welcome people from all backgrounds and support them to become licensed and confident advisors in Canada.

The purpose of this page is to help you understand how the course works, how it works and what you can expect in practice. No technical jargon or bombastic language, just practical information.

Start your consultation with an advisor

Why become an advisor

In Canada, advisors play a critical role. People need help planning insurance, investing, making long-term financial decisions, and protecting their families. Good counsellors have a concrete impact in their community.

Many people choose this path for its flexibility, independence and an evolving income. Some start part-time to get familiar with the job, while others make it a full-time career. Both options are possible.

Who can become a counsellor?

It's often surprising, but you don't have to have a background in finance to become an advisor. A university degree and ten years of experience are not essential. What's needed is a willingness to learn, the patience to build relationships, and the ability to communicate clearly with customers.

Successful people generally have some of these qualities.

They genuinely want to help others
They are comfortable learning new things
They can listen and offer calming advice
They are ready to make constant efforts
They want to have more control over their earnings.

If that's what you're looking for, you can definitely become an advisor.

How to become an advisor with Clic Prime

Here is the general journey in simple terms.

1

Learn the basics

We teach you what the role of advisor consists of, the types of insurance and investment products you could work with, and how to support clients in their concrete decisions.

1

2

License

To practice as a financial advisor in Canada, a license is required. The specific permit depends on the province and the type of products you want to offer. We support you in your training and help you prepare for the exam. There are many who succeed without any experience.

3

Practical training

Once you have obtained your certification, you benefit from coaching, practical sessions and real support. You learn to communicate with customers, to understand their needs and to offer them the most suitable solutions.

3

4

Develop your customer portfolio

Your customers are at the heart of your business. We help you build lasting relationships, build trust, and get recommendations over time.

5

Grow at your own pace

You manage your schedule. Some devote a few hours a week to it, others make it their main activity. You are the one who chooses the path you want to follow.

5

How much do advisors make?

Your income depends on the time you spend on it, the number of customers you support, and the type of products you offer. Some advisors start out slowly, while others progress more quickly once they've acquired insurance.

Entry-level advisors generally earn a modest salary at the beginning of their career, while they build a client base. Experienced advisors can earn a lot more. In Canada, it's common for successful advisors to make a significant amount of income as their business grows year by year.

If you're wondering if advisors make a good living, the answer is simple: yes, it's possible. It's not instant or magical. It is a constant effort that pays off in the long term.

Is being a consultant a good career?

For many, yes. This sector offers flexibility, personal development, high earning potential and the opportunity to build something sustainable. You're not stuck at a desk all day. You work at your own pace. You choose your customers. You build real relationships.

The main reason advisors drop out is because they expected quick results without going through a learning phase. Those who stay focused on helping people, building relationships of trust, and developing their skills succeed.

Counseling isn't for everyone, but for the right person, it can be a rewarding career in the long run.

FAQ on the role of advisor

Frequently asked questions about the role of counselor

How do you become an advisor?

You complete your training, pass your provincial certification exam, and receive training. Clic Prime accompanies you every step of the way so that you are never lost.

Do you need qualifications to be a counsellor?

You don't need a business degree or financial education. Only the required license is required, and we'll help you get it.

Do you need a license to be a financial advisor in Canada?

Yes. Each province requires an appropriate license before advising clients or selling financial products.

Is 40 too old to become a financial advisor?

Not at all. Many of the most successful advisors start out in their 30s, 40s, or 50s because they bring real life experience and maturity that clients trust.

Can anyone be a counsellor?

Anyone who wants to learn, get approved, and genuinely help others can become a counsellor. Your journey is not an obstacle.

How much do advisors get paid?

Earnings vary considerably. New advisors can start with a smaller income while they learn and build a client base. Experienced advisors, on the other hand, can generate a very significant amount of income over the long term.

Is being a consultant a good job?

If you love helping people, are looking for flexibility, and want your earnings to reflect your efforts, this can be a great career.

What is the 820 rule for advisors?

The idea is that 20% of your customers generate 80% of your results, which is why building relationships is so important.