Financial Services Associate

Company Description Experior Financial Group Inc. is a 100% Canadian-owned and operated financial services company, recently expanded into the USA with its head office in Cheektowaga, New York. Founded by industry professionals with over 30 years of combined experience, Experior supports a network of more than 18,000 licensed Financial Associates across North America. The organization focuses on shared values, collaboration, and growth, offering career paths ranging from associate roles to agency leadership and branch ownership. Team members receive training, mentorship, and tools to achieve their professional goals, whether they prefer to lead a team or work at their own pace. Experior has been certified a Great Place to Work® in Canada in both May 2024 and May 2025.
Role Description The Financial Services Associate is a full-time hybrid role based in Calgary, AB, with some flexibility for work from home. In this role, the associate will meet with clients to understand their insurance and investment needs, explain financial products and services, and provide tailored recommendations aligned with clients’ goals. Daily responsibilities include analyzing client financial information, preparing proposals, processing applications, and maintaining accurate records in compliance with regulatory requirements. The associate will collaborate with team members, participate in training and mentorship programs, and contribute to sales and service initiatives that support branch growth. The role also involves staying current with industry trends, product updates, and relevant regulations to provide informed, ethical guidance to clients.
Qualifications

• Candidates should possess strong Analytical Skills and a solid foundation in Finance.
• Candidates should possess knowledge of Financial Services and related products (insurance, investments, and wealth management solutions).
• Candidates should possess excellent Communication skills, including the ability to explain complex financial concepts clearly and professionally.
• Candidates should possess awareness of Cybersecurity principles to help protect client information and follow secure data-handling practices.
• Relevant post-secondary education in finance, business, economics, or a related field is preferred.
• Licensing or willingness to obtain required provincial insurance and investment licenses in Alberta.
• Demonstrated customer service orientation, integrity, and commitment to compliance with financial regulations.
• Ability to work effectively in a hybrid environment, manage time independently, and collaborate with a diverse team.