Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Pre-Planning Advisor

Full-time

Memoria

At Les Espaces Memoria, our role extends far beyond providing funeral services. We guide individuals and families through important decisions with compassion, respect, and care. Every interaction is an opportunity to build trust and offer solutions that provide peace of mind and comfort.

Choosing Les Espaces Memoria means using your talent to support a deeply human mission. It also means working in an environment where strong relationships, authenticity, and respect for each family’s needs are at the heart of everything we do.

Are you dynamic, entrepreneurial, and results-driven? Do you enjoy developing a territory, building new relationships, and turning prospecting efforts into business opportunities? This position could be your next professional challenge.

We are looking for someone who is comfortable with performance-based compensation, capable of taking ownership of market development, and motivated to meet and exceed their goals.

You may be the right fit if…

  • You enjoy developing a territory and building a network;
  • You are comfortable reaching out to prospective clients;
  • You are motivated by goals and results;
  • You can bounce back from rejection and remain persistent;
  • You are comfortable managing your schedule and priorities;
  • You want to use your sales expertise to support a deeply human mission.

Your Role

As a Prearrangement Advisor, you will be responsible for developing your client base and guiding families in selecting solutions tailored to their needs with sensitivity, professionalism, and respect.

  • Actively develop a territory and identify new business opportunities;
  • Prospect among potential clients, groups, organizations, and partners;
  • Build and maintain a network of contacts to generate referrals and sales opportunities;
  • Take the initiative to connect with prospective clients rather than relying solely on inbound inquiries;
  • Assess families’ needs and recommend suitable prearrangement plans, as well as cemetery products and services;
  • Present and sell cemetery plots, niches, crypts, and scattering services;
  • Participate in business development activities, including trade shows, conferences, events, and presentations;
  • Maintain an active presence in the community to promote the company’s services;
  • Conduct structured follow-ups with prospective clients and families;
  • Meet established sales targets and contribute to market growth;
  • Keep client records up to date and complete sales-related administrative follow-ups.

Qualifications

  • High school diploma;
  • A minimum of two years of experience in sales, business development, or a role involving revenue targets;
  • Experience in real estate, insurance, financial services, automotive sales, or another commission-based sales environment is a strong asset;
  • Demonstrated experience in prospecting and client-base development;
  • A proven track record of achieving sales targets;
  • Comfortable working within a performance-based compensation structure;
  • Entrepreneurial, persistent, and action-oriented;
  • Excellent interpersonal skills and the ability to quickly build trust;
  • Ability to develop your own market and work with a high degree of autonomy;
  • Strong listening skills, tact, and the ability to discuss sensitive topics respectfully;
  • Excellent organizational, planning, and calendar-management skills;
  • Fluency in French and English is essential;
  • Proficiency in a third language is considered an asset;
  • Good knowledge of Microsoft Office and comfort using digital tools;
  • A valid Class 5 driver’s licence and access to a vehicle are required;
  • Willingness and ability to travel extensively throughout Greater Montreal and the surrounding areas.

Employment Conditions

  • Regular position;
  • Territory development responsibilities throughout Greater Montreal and Repentigny;
  • Frequent travel to meet clients and visit various funeral complexes;
  • Performance-based compensation program specifically designed for Prearrangement Advisors;
  • Opportunity to actively grow your earning potential;
  • Flexible schedule based on client needs and business development activities;
  • Daytime, evening, and occasional weekend availability required;
  • Participation in a rotating weekend on-call schedule.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Pre-Planning Advisor in Montréal, QC vacancy
  •  ...A career as a Senior Advisor in Estate Planning at National Bank Financial (NBF) primarily involves supporting NBF clients and Investment Advisors...  ...many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family... 
    Suggested
    Flexible hours

    National Bank

    Montréal, QC
    2 days ago
  •  ...Group Insurance and Group Annuity Plans Advisor Full-time, permanent Building a distinguished, inclusive culture recognized as an outstanding workplace does not happen overnight. It is the result of hard work, commitment, and dedication from distinguished individuals... 
    Suggested
    Permanent employment
    Full time
    Work at office
    Local area
    Night shift
    Montréal, QC
    27 days ago
  •  ...équipe d’Account Executives, face à des décideurs retail de premier plan (C-level digital, directeurs IT, ops retail) chez des clients...  ...technologies SaaS TON PROFIL Minimum 3 ans d'expérience en pre-sales, solutions engineering ou sales engineering dans un... 
    Suggested
    Remote job
    Full time
    Flexible hours
    Shift work

    Booxi

    Montréal, QC
    20 hours ago
  •  ...A career as a senior financial planning analyst on the Financial and Estate Planning team...  ...planning requests submitted by Investment Advisors to ensure completeness, quality and accuracy...  ...group insurance * Generous pension plan * Employee Share Ownership Plan * Employee... 
    Suggested
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    3 days ago
  •  ...financial independence and work life balance. As a Sun Life Financial advisor you’ll receive exceptional training and support to help build...  ...Access to group savings, stock ow nership program and benefits plans What you’ll do: Grow your business by prospecting w... 
    Suggested
    Long term contract
    Full time
    Work at office

    Financière Sun Life

    Montréal, QC
    3 days ago
  • $80k per year

     ...to clients. Exceptional training and coaching. Sun Life Financial advisors offer individual and group health insurance, life insurance, and...  ...profession. Benefits, starting bonuses, employee stock ownership plan, and more! Average Income: $80,000 Financial... 
    Full time
    Self employment

    Financière Sun Life

    Montréal, QC
    20 hours ago
  •  ...Youtube Video As a Banking Advisor at National Bank, you’ll embark on an evolving career...  ...customized insurance coverage and simple estate planning needs. Support clients through the...  ...Flexible group insurance * Generous pension plan * Employee Share Ownership Plan *... 
    Bank staff
    Flexible hours

    National Bank

    Montréal, QC
    20 hours ago
  • As a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and...  ...one Access to group savings, stock ownership program and benefits plan. What you’ll do: Grow your business by prospecting within... 
    Long term contract
    Full time
    Work at office

    Financière Sun Life

    Montréal, QC
    2 days ago
  •  ...Youtube Video A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions...  ...including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family... 
    Flexible hours
    Afternoon shift

    National Bank

    Montréal, QC
    1 day ago
  •  ...We are looking for a Senior Analyst, Strategy and Planning who will report to the Director, Global Strategic Planning, BRP-Technology,...  ...company’s financial results Generous paid time away Pension plan Collective saving opportunities Industry leading healthcare... 
    Summer work
    Flexible hours

    BRP

    Montréal, QC
    1 day ago
  •  ...A career as a Technical Advisor in the Registration Department team at National Bank means acting as a specialist in regulatory requirements...  ...many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family assistance... 
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    4 days ago
  •  ...idea-shaper & world-shaper. We are seeking a Cybersecurity Advisor who can partner with business leaders, project teams, and...  ...across IT, mining/manufacturing operations Support risk mitigation plans and execution Perform risk assessments for projects, vendors,... 
    Flexible hours

    Alcoa Canada

    Montréal, QC
    20 hours ago
  • $46k - $55k per year

     ...We are looking to fill an opening for a Bilingual Registered Plans Administrator to join our Operations Team. Reporting to the Supervisor...  ...wealth services ecosystem. Our clients include our partners, advisors, and investors. We’re a trusted partner for nearly all credit unions... 
    Full time
    Internship
    Work at office

    Aviso Wealth

    Montréal, QC
    17 days ago
  •  ...A career as a Technical Advisor in the Transactions and Specialized Products team within Capital Markets at National Bank means acting as...  ...including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family... 
    Full time
    Internship
    Work at office
    Flexible hours

    National Bank

    Montréal, QC
    20 hours ago
  •  ...Taking on the role of Chief Legal Advisor - Mergers & Acquisitions on the Legal Affairs team at National Bank means playing a central role...  ...including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family... 
    Full time
    Private practice
    Flexible hours

    National Bank

    Montréal, QC
    20 hours ago
  •  ...A career as a retirement Strategy Advisor at National Bank means acting as an expert·in retirement planning and strategies for clients. With your expertise, you can help...  ...retirement income, withdrawal strategies, registered plans and related tax issues. Identify optimisation... 
    Flexible hours

    National Bank

    Montréal, QC
    9 hours ago
  •  ...A career as a Senior Transformation Advisor in the Technology and Operations - Commercial Banking sector at National Bank, in the Cash Management...  ...many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family... 
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    1 day ago
  •  ...is for you! Sanimax is looking to hire a Talent Acquisition Advisor to join our Human Resources team. You will play a key role in the...  ...Telemedicine and Employee Assistance Program (EAP) Pension plan with employer contributions Gym and physical activity reimbursement... 
    Long term contract
    Temporary work
    Remote work
    Flexible hours

    Sanimax

    Montréal, QC
    2 days ago
  •  ...A career as a Senior legal advisor in the Personal Banking and Intellectual Property team, Projects Sector within the Legal Affairs at National...  ...many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family... 
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    4 days ago
  •  ...A career as a Senior Legal Advisor on the Personal & Commercial Compliance - Business Conduct team at National Bank means acting as a regulatory...  ...many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family... 
    Full time
    Work at office
    Remote work
    Flexible hours

    National Bank

    Montréal, QC
    3 days ago
  •  ...As an Advisor, Banking Services in the ABS team at National Bank, you’ll have a versatile role that will allow you to be a one-stop shop...  ...including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family... 
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    3 days ago
  •  ...permanent positions. We are committed to working with you throughout your job search and beyond! Mission I am looking for a tax advisor to support the tax activities of one of my clients located in eastern Montreal near the Viau metro station. Your main... 
    Permanent employment
    Temporary work
    Flexible hours

    Fed Finance

    Montréal, QC
    3 days ago
  •  ...A career as a Senior Analyst within the Financial Statements team - Pension Plans and Retirement Compensation Arrangements at National Bank means acting as a key contributor in delivering a superior client experience by supporting associates and partners with respect to reporting... 
    Remote work
    Flexible hours

    National Bank

    Montréal, QC
    4 days ago
  • At RONA, our employees let their passion blossom every day. Our teams are driven by the desire to help people bring their projects to life and are committed to making a difference in the communities we serve. We operate or service corporate and affiliated dealer stores...
    Part time
    For contractors
    Weekend work
    Weekday work

    RONA

    Montréal, QC
    2 days ago
  •  ...to fill the position of Human Resources Advisor (Temporary 1 year) . This job is full-time...  ...such as performance reviews, compensation planning, succession planning, and employee engagement...  ...Defined-contribution pension plan with generous employer participation from... 
    Full time
    Temporary work
    Work at office
    Remote work

    Domtar

    Montréal, QC
    20 hours ago
  •  ...A career as a Senior Digital Assets Advisor in the Capital Markets Operations team at National Bank means acting as a strategic expert in...  ...including many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family... 
    Flexible hours

    National Bank

    Montréal, QC
    1 day ago
  •  ...A career as a risk Governance Advisor in the Technology, Cybersecurity and Data risk Management team at National Bank means acting as a...  ...Analyze major incidents, identify causes and follow up on action plans Support and influence stakeholders in terms of risk governance... 
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    20 hours ago
  •  ...A career as a Senior Advisor OTC Regulatory Project in the Capital Operations (CMO) team at National Bank means acting as a specialist in...  ...including many options Flexible group insurance Generous pension plan Employee Share Ownership Plan Employee and family... 
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    9 hours ago
  •  ...A career as a Senior Transfer Pricing Advisor in the taxation team at National Bank means acting as a specialist in charge of managing transfer...  ...many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family... 
    Flexible hours

    National Bank

    Montréal, QC
    9 hours ago
  •  ...A career as an Advisor in the Counterparty Documentation Center (CDC) at the National Bank of Canada means contributing directly to the success...  ...many options * Flexible group insurance * Generous pension plan * Employee Share Ownership Plan * Employee and family... 
    Full time
    Flexible hours

    National Bank

    Montréal, QC
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Pre-Planning Advisor. Be the first to apply!