COMPANY DESCRIPTION
Levels Financial Solutions Inc. provides customized financial strategies tailored to the unique needs of individuals, families, and businesses. We specialize in delivering personalized financial planning solutions to help clients understand their worth and achieve their goals. We conduct insurance services through Sun Life Financial Distributors (Canada) Inc., and mutual fund business through Sun Life Financial Investment Services (Canada) Inc. Our goal is to provide clarity and value in every financial decision.
ABOUT THE ROLE
Weâre not looking for just another financial professional. Weâre looking for someone who lights up a room, earns trust fast, and thrives when they own a relationship from first conversation to long-term partnership.
As a Service/Sales Associate, youâll be the connective tissue between our firm and the clients we serve. Youâll handle incoming inquiries, build lasting relationships, and actively drive new business - all within a firm that offers a rare breadth of solutions: investment management, insurance, group benefits, and comprehensive holistic financial planning.
This is a role with real upside - financially and professionally - for someone who brings hustle, warmth, and an entrepreneurial drive to the table.
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WHAT YOU’LL DO
Client Engagement:
- Handle inbound client inquiries with professionalism and urgency
- Build and maintain a portfolio of client relationships
- Conduct needs assessments to match clients with the right solutions
- Follow up consistently and proactively on pipeline opportunities
Business Development:
- Generate and nurture leads through your network and referrals
- Present our holistic offering - investments, insurance, and benefits
- Collaborate with senior advisors on complex client strategies
- Hit and exceed monthly and quarterly production targets
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WHO YOU ARE
- 2â5 years of experience in financial services, insurance, wealth management, or a related field
- A natural communicator who builds rapport quickly and persuades with integrity
- Driven by results - you keep score and love winning for your clients
- Entrepreneurial: you donât wait to be told what to do
- Organized and reliable - clients trust you because you always follow through
- Relevant licensing (LLQP and Mutual Fund) is a plus - or willingness to obtain within 3 months of hiring
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COMPENSATION
We offer flexibility - commission-only for those who want maximum earning potential, or a base salary plus commission for candidates who bring a proven track record. Your success is directly rewarded. Top performers in this role build careers, not just jobs.
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WHY JOIN US
- Rare breadth of offerings - one firm, holistic solutions across investments, insurance & benefits
- Flexible work arrangements - in-office, hybrid, or remote based on performance and fit
- A culture that rewards initiative, not just seniority
- Real mentorship and a team that invests in your growth
- Clients who stay - because we deliver comprehensive value, not one-off products
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HOW TO APPLY
If youâre the kind of person who reads this and thinks âthatâs meâ - we want to hear from you.
- Candidates must be legally authorized to work in Canada on a full-time, permanent basis. We are unable to provide work permit sponsorship or support for this position.
