Financial Advisor

About Us

We are a leading financial services organization serving families across North America. Our mission is to help individuals increase their income, become properly protected, eliminate debt, and build long-term financial independence.

We achieve this by educating clients and offering practical solutions in budgeting, insurance, and investment planning. Our environment focuses on leadership development, personal growth, and making a meaningful difference in the lives of the families we serve.

The Role

We are seeking motivated individuals who are passionate about helping others. In this role, you will work with individuals and families to develop simple, practical financial plans covering savings, investments, insurance protection, and debt management.

This opportunity offers flexibility and long-term growth. It is ideal for someone who values personal development and wants to build professional skills while making a positive impact. Both part-time and full-time options are available.

Key Responsibilities

Meet with clients to understand their current financial situation and future goals

Explain financial concepts such as budgeting, saving, investing, and protection in clear, simple language

Assist clients with setting up plans including TFSA, RRSP, RESP, and life insurance solutions

Conduct regular follow-ups and update plans as life circumstances change

Participate in training sessions to strengthen product knowledge and professional skills

Requirements

Strong communication and interpersonal skills

Willingness to learn and adapt to new systems

Self-motivated with effective time management

Background in customer service, education, healthcare, sales, or finance is an asset

Must be 18 years or older and legally eligible to work in Canada

Open to completing required licensing (training and guidance provided)

What We Offer

Flexible scheduling options

Performance-based compensation with unlimited earning potential

Ongoing mentorship and professional development

A supportive and growth-focused team culture

Note: Responsibilities and structure may vary depending on location and specific position.