Financial Associate

3 weeks ago


Remote, Canada Experior Financial Group Inc. Full time

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**:

- Company events
- Flexible schedule
- Stock options

Flexible Language Requirement:

- French not required

Schedule:

- Day shift
- Evening shift
- Monday to Friday
- Morning shift
- Night shift
- Weekend availability

Supplemental pay types:

- Bonus pay
- Commission pay

**Education**:

- Secondary School (preferred)

Licence/Certification:

- LLQP (preferred)

Work Location: Remote



  • Remote, Canada TFG Financial Corporation Full time

    **Associate Account Manager** **JOB PURPOSE** The Associate Account Manager works closely with a team of Account Managers to contribute to TFG’s ongoing profitable and sustainable growth by facilitating inbound/outbound calling and contact with new and existing sales channel customers to target equipment finance opportunities. The position will interact...


  • Remote, Canada TFG Financial Corporation Full time

    **Associate Account Manager** **JOB PURPOSE** The Associate Account Manager works closely with a team of Account Managers to contribute to TFG’s ongoing profitable and sustainable growth by facilitating inbound/outbound calling and contact with new and existing sales channel customers to target equipment finance opportunities. The position will interact...


  • Remote, Canada Branch Furniture Full time

    **About Branch**: Branch is shaking up the $46B office furniture industry to create an office experience for the 21st century: easy, affordable and flexible so you can sit down (or stand) and get to work. We're based in NYC and backed by the investors behind household brands like Carta, Caraway and Peloton. Our founders arrive with experience in...

  • Manager, Associations

    1 month ago


    Remote, Canada ICS International Conference Services Full time

    **We are Recruiting! - Manager, Associations** **Location** ICS employees work in a predominantly remote work environment. **The Company** A highly respected player at an international level, International Conference Services Ltd. (ICS), is a Professional Conference Organizer in business for over 45 years that works with national and international...


  • Remote, Canada Securian Canada Full time

    **About Securian Canada** **Who we are - and who we’re here for** We’re here for all Canadians and their families - however they define family. Our practical, life-ready insurance and protection solutions are designed to help provide financial security, so that Canadians can spend more time making every moment count. For more than 65 years, we’ve...


  • Remote, Canada Agdata Full time

    Do you want to work for an organization whose products truly matter and that can make a real difference? The reality is that as the world’s population continues to grow, the agricultural industry needs to scale to meet these growing demands. At AGDATA, we’re focused on delivering a greater return for stakeholders throughout the agricultural supply chain....


  • Remote, Canada Bluth Company Full time

    Do you love working with numbers? Is payroll the name of your game, but you’re looking for an opportunity where you can leverage your experience doing full cycle payroll? We’re seeking Associate Payroll services to join our fun-loving Client Experience team. If you’re keen on customer service and looking to flex your strategic thinking skills, then...


  • Remote, Canada The EDGE Benefits Full time

    This is a salary position. This is an excellent opportunity for an enthusiastic and highly motivated self-starter with a desire to make a significant contribution to our growing team, and to make a difference in the lives of financial advisors and their clients. Sales Associates Job duties 1) Work from lists provided to make proactive outbound calls to...


  • Remote, Canada Finnovate.io Full time

    The Finnovate.io team is growing again, and we’re seeking a hard-working, motivated individual to join our team as a Business Development Associate. **Your Role**: Regular duties may include but are not limited to: - Lead Generation, - Prospecting, - Event planning, - Attend trade shows, industry events and client visits across North America - Content...


  • Remote, Canada Portland Investment Counsel Inc. Full time

    Portland Investment Counsel Inc. (a wholly owned subsidiary of the global conglomerate Portland Holdings) is an asset management firm providing a differentiated approach to servicing the needs of the affluent investor. We invite you to become part of this fast-paced, dynamic and strongly entrepreneurial environment which will provide you with challenges and...

  • Remote Bookkeeper

    1 month ago


    Remote, Canada Jaffe Management Full time

    **Summary**: Jaffe is seeking a Bookkeeper to manage books for Jaffe's clients in accordance with the organization's policies/ procedures and GAAP guidelines. This is for a long term role for 15-20 hours a week during regular business hours. **Essential Duties and Responsibilities**: - Manage books for Jaffe's non-profit clients - Enter checks/credit card...


  • Remote, Canada VoPay International Inc. Full time

    **About VoPay International Inc.** VoPay is a leader in payment innovation, digitizing direct bank payments with speed and transparency. The VoPay Platform enhances how businesses initiate and accept financial transactions using a single, open API. At VoPay, we have one goal: to eliminate all payment inefficiencies, so businesses can focus on what they do...


  • Remote, Canada EBT Chartered Professional Accountants Full time

    EBT is a full-service accounting office, with locations in both Alberta and Saskatchewan. Serving owner-managed businesses we deliver a comprehensive range of bookkeeping, accounting, taxation and advisory services to meet our clients’ personal and business needs. EBT has been in public accounting for over 50 years, with a commitment to client service that...


  • Remote, Canada Matthew Allman - Broker Full time

    **Company description** We are a rapidly expanding company with the goal of educating and empowering North Americans regarding their finances. **Job description** As a Financial Associate you will: - Assist clients with questions - Provide them with our budgeting tools (you will be trained on this) - Assist customers with products and services that we...


  • Remote, Canada Matthew Allman - Broker Full time

    **Company description** We are a rapidly expanding company with the goal of educating and empowering North Americans regarding their finances. **Job description** As a Financial Associate you will: - Assist clients with questions - Provide them with our budgeting tools (you will be trained on this) - Assist customers with products and services that we...


  • Remote, Canada Canadian Criminal Justice Association Full time

    The Canadian Criminal Justice Association is seeking a part-time bookkeeper to join our team! This is a great opportunity for an accounting student or anyone with bookkeeping experience who is looking for a flexible, part-time position. Position Details: - Title: Bookkeeper - Hours: 10-15 hours per month - Location: Remote **Responsibilities**: -...


  • Remote, Canada IQVIA Full time

    Job Overview Perform monitoring and site management work to ensure that sites are conducting the study(ies) and reporting study data as required by the study protocol, applicable regulations and guidelines, and sponsor requirements. Essential Functions - Perform site monitoring visits (selection, initiation, monitoring and close-out visits) in accordance...

  • Real Estate Broker

    4 weeks ago


    Remote, Canada Real Broker, LLC Full time

    Join Real, a trailblazer in the Residential Real Estate industry, as we lead the disruption with our cutting-edge technology platform. With operations spanning across 44 U.S. states, Canada, and the District of Columbia, we are on a mission to revolutionize the home-buying and selling process, making agents' lives better while creating lucrative financial...

  • Mortgage Broker

    6 days ago


    Remote, Canada Prairie West Mortgage Group Inc. Full time

    **Mortgage Broker** **Prairie West Mortgage Group Inc. powered by Axiom Mortgage Solutions, Mortgage Agents/Brokers develop quality mortgage opportunities through the relationships they have with external partners such as realtors, builders, renovation companies, and associations. Your focus is on mortgage development, you have expert knowledge of mortgage...


  • Remote, Canada Yapla Full time

    **About Yapla** Yapla is a dynamic and rapidly growing company, specializing in software solutions for NPOs and associations of all sizes. Our all-in-one platform, used by over 50,000 organizations, enables member management, membership processing, ticket sales, donation collection, and newsletter distribution. Our mission is to simplify the daily...