Associate Financial Advisor

**GET MORE OUT OF YOUR CAREER**

Choose a career where changing someone else’s life for the better is also life-changing for you - personally, professionally, and financially.

**FINANCIAL PLANNING WITH 750 SW FINANCIAL**

Are you looking for more fulfillment from your career? Are you starting to think about a job change? Now’s the time to consider 750 SW Financial.

Our financial professionals help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow, and provide the financial tools and support to help them get there.

Sounds exciting and scary all at the same time? Don’t worry, we don’t expect you to know everything on day one. That’s why you’ll receive in-depth training and partner with industry experts until you’re ready to do it on your own.

**THIS CAREER OFFERS YOU**:
The ability to positively impact someone else's life.
Personalized mentoring and award-winning training.
Backing by Canada Life, an industry leader with a proven track record of success.

**CAN YOU SEE YOURSELF HELPING OTHERS REACH THEIR FINANCIAL GOALS?**

Many people (50 percent) find their calling in financial services after working in other industries. Wondering if you’d be a good fit? See how many of the characteristics below match up to you:

- You know how to connect with people, building personal, trusted relationships.
- Financial planning is interesting to you.
- You’re a driven person who’s committed to succeeding.
- You’re ready to earn more for your hard work.
- You enjoy helping people make more informed, confident decisions.
- You're ready to live the life you want, both personally and professionally.

**A CAREER WITH ENDLESS OPPORTUNITIES**

This career is primarily commission based but also includes stipends and bonuses in the first years. It allows you to control what you would want to earn at any given time in your career. To give you an idea, our financial professionals are making on average about $50,000 in their first year, and there is potential for much more.

What’s the catch? The first years can be tough as you’re learning the business. But the trade-off is that you get to define what success looks like.

**Beyond income, you'll also have access to a comprehensive benefits package**:

- Comprehensive medical insurance
- RRSP Matching Program
- Reimbursement for licensing and ongoing education

**We want people with different backgrounds and work experience**, including but not limited to: financial services, business development, hospitality, banking, sales, marketing, management, educators, athletics, legal, communications, real estate, entrepreneurs, military veterans, and community influencers. We hope you have a Bachelor of Arts or Science degree from a four-year college or university. It’s also a plus if you have strong interpersonal skills, grit, motivation, and are a self-starter.

** Financial Representative | Financial Advisor | Wealth Management Advisor **

**About 750 SW Financial**:
A Holistic Approach to Financial Planning

The term “holistic” bears special meaning to us. Wealth management is a process, and for our process to work, it is crucial that we understand you as a person — a whole person. It matters to us what’s at stake for you, be it the financial foundation to raise a family or start a business, the retirement of your dreams or the peace of mind knowing that your savings and your family are protected down the road.

That’s why we give special attention to:

- Portfolio diversification and dollar-cost averaging strategies to protect you against unpredictable market fluctuations_
- Sustainable and durable investment vehicles_
- Building trust with you through transparent, compassionate, and informative communication_
- Finding the right fit between you and your financial advisor_

The details matter. It is our duty as financial advisors to put you first, and to put you first we need to understand who you are and where you want to be. That way, you can get excited for the future knowing that we have your back. Leading question: You used the term “holistic” to describe your approach to financial planning, talk a bit about how this differentiates you from other financial institutions, what this means to you, and how this approach is especially beneficial to a 750 SW client?

Pay: $40,000.00 Base - Unlimited Commission

**Benefits**:

- RRSP matching
- Dental insurance
- Disability insurance
- Flexible schedule
- Health insurance
- Life insurance
- Paid training
- Vision insurance

Schedule:

- Monday to Friday

**Education**:

- Bachelor's (preferred)

Work Location: Multiple Locations

**Hiring Insights**

On-going need to fill this role

**Salary**: $40,000.00-$80,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- On-site parking
- RRSP match
- Vision care
- Work from home

Flexible Language Requirement:

- French not required

Schedule