Finance Associate Jobs

Job Title: Financial Associate

Company: Experior Financial Group

Here is your opportunity to become a part of one of the fastest-growing financial MGA/IMO (brokerage) in North America. Our organization is looking for established and experienced Financial Advisors to assist clients in managing their life insurance needs and investment strategies. Successful candidates will provide savings and protection solutions to help clients plan for all of life’s circumstances - both expected and unexpected. If you’re looking for a chance for great income potential, independence, and flexibility, we offer fantastic advancement opportunities within a supportive and highly trained team environment. Part-time is available. The best compensation package in the industry, we encourage you to apply today.

Financial Advisor Responsibilities:

• Provide financial planning support to clients

• Support investment professionals to cultivate client relationships

• Prepare financial plans and check their accuracy

• Respond to prospective customer queries about financial planning

• Assist in the development plans for the company

• Offer subject matter expertise to fellow Financial Advisors

• Maintain awareness of the latest legislative changes that may affect financial planning

Financial Associate Skills:

•No industry experience as a Financial Associate required

• Life Insurance - Accident and Heath licensing (LLQP) preferred

• MFDA certification (an asset but not required)

• CFP designation (an asset but not required)

• Bachelor’s Degree in Finance or related field (an asset but not required)

• Accounting and/or Bookkeeping experience (an asset but not required)

• Experience managing Assets Under Management (AUM) of $1+ million (an asset but not required)

• Possess strong knowledge of the investment business and a strong understanding of financial planning concepts

• Experience with financial planning software

• Excellent computer, interpersonal, and communication skills

• Entrepreneurial Spirit

Job Type:

Full-time or Part-Time

100% Commission + Management Bonus

No Quotas

Experience:

LLQP

Additional Information:

Our MGA is rapidly expanding into the USA so we are also looking for anyone who has a desire/connections to help us expand into Canada and/or The United States.