Financial Consultant

Location: North York

Employment Type: Full-Time / Part-Time

About the Role:

We are seeking motivated individuals to join the personal finance and private wealth management field as Financial Consultants. This role involves helping clients develop strategies to achieve their financial goals through proper planning, protection, and investment solutions. You’ll work closely with individuals and families to create tailored financial roadmaps that help them build wealth, manage risk, and secure their financial future.

About the Recruiter:

I’m a recruiter with a professional recruiting agency that connects qualified candidates with meaningful career opportunities. I work closely with both candidates and companies to ensure the right match — helping talented individuals find roles they’re passionate about and helping firms fill positions with the right people.

Key Responsibilities:

- Build and maintain long-term client relationships

- Assess client needs and develop customized financial strategies

- Provide guidance on budgeting, investments, insurance, and retirement planning

- Conduct financial reviews and track progress toward client goals

- Stay up-to-date on market trends and product knowledge

- Collaborate with other financial professionals and team members to deliver comprehensive advice

Requirements:

- Background or experience in finance, business, banking, or related fields is preferred

- Strong communication, interpersonal, and analytical skills

- Ability to build trust and maintain professional client relationships

- Self-motivated with a passion for helping others achieve financial success

- If you do not have prior finance experience, you must have the willingness to learn and complete necessary training to become licensed and qualified

If you’re ready to take the next step in your career or transition into the financial field, we’d love to connect.

To apply: Please send your resume and a brief message about your career goals.