Financial Associate - Remote, Canada - Experior Financial Group Inc.

Experior Financial Group Inc.

Verified Company

Remote, Canada

3 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Company:
Experior Financial Group

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

Financial Associate Skills:

Minimum 1 year of industry experience as a Financial Advisor (an asset but not required)

Life Insurance

Accident and Heath licensing (
LLQP) (an asset but not required can be taken if employed)
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 (an asset but not required)
Experience with financial planning software (an asset but not required)
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 the USA.

Job Types:
Full-time, Part-time

Part-time hours: 20-40 per week

Salary:
$40,000.00-$100,000.00 per year

Benefits:

Flexible Language Requirement:

Schedule:

Supplemental pay types:

Education:

Licence/Certification:

Work Location:
Remote

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