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Added 45 mins ago
C
Associate Insurance Advisor III
Co-operators
Morinville, AB
- Full-time
The Associate Insurance Advisor III is a key player in the support and development of the agency operation. This role provides inbound sales and service for life and wealth products and…
Added 1 hour ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Spirit River, AB
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 hour ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Whitewood, SK
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 hour ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
High Prairie, AB
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 hour ago
CA
Associate Insurance Advisor II
Co-operators Assurance et services financiers
Chéticamp, NS
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 hour ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Bonnyville, AB
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 hour ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Victoria, BC
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 hour ago
CA
Associate Insurance Advisor II
Co-operators Assurance et services financiers
West Kelowna, BC
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 hour ago
CA
Associate Insurance Advisor II
Co-operators Assurance et services financiers
Kelowna, BC
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 hour ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Edmundston, NB
- Full-time
…financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through…
Added 1 hour ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Yellowknife, NT
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 hour ago
CA
Assoc Insurance Advisor
Co-operators Assurance et services financiers
Kamloops, BC
- Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 hour ago
CA
Associate Insurance Advisor III
Co-operators Assurance et services financiers
Morinville, AB
- Full-time
The Associate Insurance Advisor III is a key player in the support and development of the agency operation. This role provides inbound sales and service for life and wealth products and…
Added 2 days ago
T
Commercial Mortgage Group Associate
TD
Toronto, ON
- Full-time
Reporting directly to an Associate Vice President or Manager Mortgage Credit, the Associate is responsible for a portfolio of Commercial loan facilities, with the following accountabilities:
Added 2 days ago
MG
Associate, Loan Funding & Administration
MarshallZehr Group Inc.
Waterloo, ON
- $70,000 to $90,000 CAD / year
- Full-time
Reporting to the Executive Vice President & Principal Broker (the “EVP”), the Associate, Loan Funding & Administration (the “Associate”) will assist in managing and documenting…
Added 2 days ago
H
ElevatE Rotation Program Analyst/Associate
Hines
Toronto, ON
- Full-time
…understanding of the fundamentals of relationship management, underwriting and portfolio…
Added 2 days ago
T
Account Manager II, Commercial Mortgage Group
TD
Toronto, ON
- Full-time
The Account Manager II (AM II) reports to an Associate Vice President (AVP) or a Manager Mortgage Credit (MMC) and the AM II position level is differentiated by the complexity and size of…
Added 2 days ago
Associate Broker
Navacord
Calgary, AB
The Associate Broker works to support all members of the Technical Risk Solutions Department with all facets of the Broker’s responsibility to review risks, execute strategic market…
Added 3 days ago
RB
Analyst, Credit Advisory, RBCx
Royal Bank of Canada
Toronto, ON
- Full-time
…companies. They provide direct deal support to our VP’s and Associate Directors and work with the overall RBCx Banking team by supporting existing debt clients, performing research, and…
Added 3 days ago
M
H&B Consultant
Marsh
Montreal, QC
- Full-time
Marsh Canada’s Health & Benefits Center of Excellence (COE) is seeking a Health & Benefits COE Associate to join our onshore team.
Added 3 days ago
MA
H&B Consultant
Marsh Agency
Montreal, QC
- Full-time
Marsh Canada’s Health & Benefits Center of Excellence (COE) is seeking a Health & Benefits COE Associate to join our onshore team.
Added 3 days ago
R
Analyst, Credit Advisory, RBCx
RBC
Toronto, ON
- Full-time
…companies. They provide direct deal support to our VP’s and Associate Directors and work with the overall RBCx Banking team by supporting existing debt clients, performing research, and…
Added 3 days ago
TS
Investment Banking Associate, Power & Utilities
TD Securities
Toronto, ON
- Full-time
Prepare external client proposals and internal underwriting memos;
Added 3 days ago
TS
Associate – Retail/Wealth FX, Fixed Income and Precious Metals Distribution
TD Securities
Toronto, ON
- Full-time
TD Securities works with clients around the world, and our services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and…
Added 3 days ago
TS
Associate – Front Office Quant Engineer
TD Securities
Toronto, ON
- Full-time
…needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global…

Greatway Financial Inc.

New Business Associate

London, ON, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Dec 2, 2026
Posting language: English
Posted: Nov 2, 2026

Original job description

About Us

Greatway Financial helps clients protect what matters and plan for the future.

About the Role

This role is for someone who wants to build a career in financial services and is open to becoming a financial advisor. You will start by supporting our advisors and managing new business, which will give you hands-on experience with clients, products and planning. As you grow, we will help you obtain your license and work toward an advisor role of your own. No license is required to apply.

What You Will Do

Support advisors in preparing for client meetings, including gathering information and organizing documents
Prepare and review new business applications for accuracy and compliance
Track applications through underwriting and issue, following up on outstanding items
Communicate with clients, advisors and carriers to keep files moving
Keep client records and internal systems up to date
Join client meetings and learn how advisors build financial plans and recommendations
Learn our insurance and investment products, processes and compliance standards
Obtain your license with Greatway’s support and help develop new client relationships as you progress

What You Bring

Interest in becoming a financial advisor
Strong communication and relationship-building skills
Self-motivation, a willingness to learn and comfort taking initiative
Attention to detail and the ability to manage multiple priorities
Professionalism and discretion with confidential information
Proficiency with Microsoft Office and comfort learning new systems

Preferred Qualifications

Education or work experience in finance, banking, insurance, accounting or a related field
Client service or sales experience

Your Path at Greatway

Learn: Build your knowledge of our products, processes and clients.
Get licensed: We will help you prepare for and obtain the license you need.
Develop: Shadow experienced advisors and take on more client responsibility.
Advance: Move into an advisor role when you are ready.

What We Offer

Support in obtaining your license
Mentorship from experienced advisors
A collaborative team and a clear opportunity to grow

How to Apply

Send me a message with your resume and a brief note on why you are interested in becoming an advisor

Apply About employer

More about this job

Responsibilities

Support financial advisors by preparing for client meetings, managing and reviewing new business applications, tracking files through underwriting and issuance, and maintaining accurate client records. Communicate with clients, advisors, and carriers, learn financial products and compliance processes, and work toward licensing and developing client relationships.

Requirements

Applicants should be interested in becoming a financial advisor and bring strong communication and relationship-building skills, initiative, attention to detail, and discretion with confidential information. Microsoft Office proficiency and comfort learning new systems are expected; finance-related education or experience and client service or sales experience are preferred.

Skills

Communication
Relationship Building
Self-Motivation
Initiative
Attention to Detail
Multitasking
Professionalism
Discretion
Microsoft Office
Client Service
Sales
Application Review
Compliance
Recordkeeping
Financial Planning

Benefits

License Support
Mentorship
Collaborative Team
Career Growth Opportunity

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Financial Advisor
New Business
Client Meetings
Financial Planning
Insurance
Investment Products
New Business Applications
Underwriting
Application Processing
Compliance
Client Records
Microsoft Office
Licensing
Client Relationships
Mentorship
Client Service
Sales
Banking
Accounting

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