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WI
Outside Sales Representative
Winwire International Inc.
Mississauga, ON
- Contract
Outside Sales Representative - AI Receptionists & Websites for Local Businesses
Added 2 hours ago
PF
Financial Representative
Primerica Financial Services
Toronto, ON · North York, ON
- Other
Role Description: This hybrid Financial Representative role is based in North York, ON, with a combination of in-office work and some work-from-home flexibility. The Financial…
Added 2 hours ago
C
Financial Services Representative II
CIBC
Campbell River, BC · CampbellRiver-StAnns&IslandHwy
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 2 hours ago
IH
Clinical Pharmacist
Interior Health Authority
AB · Edmonton, AB
- Full-time
Interior Health (IH) is committed to achieving a culturally diverse and inclusive workforce that is representative of the communities we serve, and where you are encouraged to bring your…
Added 3 hours ago
R
Bilingual Customer Service Representative
Redion
Toronto, ON
- $60,000 to $63,000 CAD / month
- Full-time
Added 3 hours ago
TW
Member Services Representative I - Two Positions
Thrive Wealth Management
Emerald Park, SK · Montmartre, SK · Vibank, SK
- Part-time
…permanent part-time and temporary part-time Member Service Representative supporting branches in Emerald Park, Montmartre and Vibank locations. As the first point of contact for members,…
Added 3 hours ago
TW
Deposit Support Representative
Thrive Wealth Management
Regina, SK
- Part-time
We’re looking for an innovative, proactive team player to come on board as our permanent part-time Deposit Support Representative in Regina. In this role, you are responsible for ensuring…
Added 3 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Lemberg, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as a part-time Financial Service Representative at our Lemberg Branch. You will be the first point of contact for…
Added 3 hours ago
TW
Member Contact Centre Representative 1
Thrive Wealth Management
Lloydminster, SK
- Full-time
…Centre (call centre) in Lloydminster as a Member Contact Centre Representative 1. As a first point of contact for our members, you will be responsible for providing excellent member service…
Added 3 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Regina, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as our Financial Service Representative in Regina. You will be the first point of contact for members and will provide…
Added 3 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Prince Albert, SK
- Part-time
We’re looking for an agile member-service ambassador to come on board as a permanent part-time Financial Service Representative in the Prince Albert branch! You will be scheduled based on…
Added 3 hours ago
TW
Member Contact Centre Representative 1
Thrive Wealth Management
Lloydminster, SK
- Full-time
…centre) in Lloydminster as a temporary Member Contact Centre Representative 1 until end of August 2027. As a first point of contact for our members, you will be responsible for providing…
Added 3 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Maidstone, SK
- Full-time
We have a Financial Services Representative opportunity at our Maidstone location. You are one of the first people our members encounter at the branch. You will help them with whatever they…
Added 3 hours ago
TW
Financial Services Representative
Thrive Wealth Management
Saskatoon, SK
- Full-time
We have a Financial Services Representative opportunity at our Circle Drive location, Saskatoon, SK. You are one of the first people our members encounter at the branch. You will help them…
Added 3 hours ago
A
Représentant(e) des ventes en relations bancaires, Marché intermédiaire/Banking Relationship Sales Representative, Mid-Market
ADP
Montreal, QC
- Full-time
Added 3 hours ago
C
Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 4 hours ago
M
Privacy Counsel and Data Protection Officer
Mecka.ai
Richmond Hill, ON
- $150,000 to $180,000 USD / year
- Full-time
…processing, and manage regulator registrations, local data protection representative appointments, and local filings for each operating…
Added 4 hours ago
C
Financial Services Representative II (UoNBC Career Fair)
CIBC
Prince George, BC
- Full-time
…meaningful difference in our clients’ lives. As a Financial Services Representative, you’ll foster key relationships with clients, understand their financial and personal goals, provide…
Added 5 hours ago
FG
Quality Control Inspector (2 Year Contract)
Flynn Group of Companies
Halifax, NS
- Contract
-Prepare request for inspection (RFI) when the works are completed and ready for inspection to the customer representative.
Added 6 hours ago
FG
Quality Control Inspector (2 Year Contract)
Flynn Group of Companies
Halifax, NS
- $50,000 to $60,000 CAD / year
- Contract
-Prepare request for inspection (RFI) when the works are completed and ready for inspection to the customer representative.
Added 6 hours ago
JI
Forklift Sales Representative
J.D. Irving, Limited
Saint John, NB
- Full-time
We currently have an opening for a Forklift Sales Representative for our Saint John location. We are looking for an enthusiastic, highly motivated sales professional who is passionate about…
Added 6 hours ago
H
Medical Laboratory Technologist I
HealthCareersInSask.ca
Prince Albert, SK
- Part-time
We are committed to building a representative, diverse, inclusive, and culturally responsive workforce.
Added 6 hours ago
H
Customer Service Representative
Hertz
Calgary, AB
- Part-time
We are looking for a Part Time Customer Service Representative with a passion to drive customer satisfaction through providing outstanding service. If this is you and you’re ready for your…
Added 7 hours ago
IF
Le Représentant des Ventes en Location/Rental Sales Associate
Impact Fulfillment Services
Montreal, QC
- Full-time
Added 7 hours ago
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FRCA Linguist
TransPerfect
Montreal, QC
- Full-time
Act as a representative of the Linguistics Department, by engaging with clients to better understand their preferences, updating style guides, glossaries, instructions, and reference…

Primerica Financial Services

Financial Representative

Toronto, ON, Canada
North York, ON, Canada

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Job details

Apply by: Dec 1, 2026
Posting language: English
Posted: Nov 1, 2026

Original job description

Company Description: Primerica Financial Services is a leading financial services organization dedicated to helping middle-income families across North America build more secure financial futures. With a strong presence throughout the U.S. and Canada, the company provides clear financial education and access to essential products tailored to the needs of hardworking households. Primerica offers term life insurance, mutual funds, and other solutions focused on protection and long-term growth. The company emphasizes an education-first approach, ensuring clients understand how money works and which options fit their goals. Licensed representatives collaborate closely with clients to create customized strategies that support both immediate security and future financial peace of mind.

Role Description: This hybrid Financial Representative role is based in North York, ON, with a combination of in-office work and some work-from-home flexibility. The Financial Representative meets with clients to assess their financial situations, explain core financial concepts, and recommend appropriate solutions such as term life insurance, investment products, and retirement strategies. Daily activities include conducting needs analyses, preparing and presenting financial plans, and following up with clients to review progress and adjust strategies. The role also involves maintaining licensing requirements, staying current on market trends and company offerings, and participating in training sessions and team meetings. Building trust-based relationships, managing a client pipeline, and upholding compliance standards are central to this position.

Qualifications

Strong knowledge of Finance and Financial Planning, with the ability to analyze client needs and develop tailored strategies.
Understanding of Insurance products, particularly term life insurance, and their role in risk management and family protection.
Experience or education in Investments and Retirement Planning, including long-term savings and wealth-building approaches.
Excellent communication and interpersonal skills, with the ability to explain financial concepts in clear, accessible language.
High level of integrity, professionalism, and commitment to client-focused service.
Ability to work effectively in a hybrid environment in North York, ON, managing both in-person meetings and virtual interactions.
Relevant licensing or willingness to obtain required financial services licenses (e.g., life insurance, mutual funds) as mandated by provincial regulations.
Post-secondary education in finance, business, economics, or a related field is an asset; prior experience in financial services or sales is beneficial.

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More about this job

Responsibilities

Assess clients’ financial situations, explain financial concepts, and recommend suitable insurance, investment, and retirement solutions. Prepare and present financial plans, follow up on client progress, maintain licensing and compliance, and manage client relationships and a pipeline.

Requirements

Candidates should have knowledge of finance, financial planning, insurance, investments, and retirement planning, along with strong communication skills, integrity, and a client-focused approach. Relevant licensing or willingness to obtain required licenses is expected; post-secondary education in a related field and prior financial services or sales experience are assets.

Skills

Financial Planning
Financial Needs Analysis
Term Life Insurance
Investment Products
Retirement Planning
Risk Management
Client Relationship Building
Financial Plan Preparation
Financial Plan Presentation
Client Pipeline Management
Communication
Interpersonal Skills
Regulatory Compliance
Market Awareness
Sales

Visa sponsorship

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Keywords

Financial Services
Financial Planning
Term Life Insurance
Mutual Funds
Investment Products
Retirement Planning
Risk Management
Family Protection
Financial Needs Analysis
Financial Plans
Long-Term Savings
Wealth Building
Client Relationships
Client Pipeline
Licensing Requirements
Life Insurance License
Mutual Funds License
Provincial Regulations
Regulatory Compliance
Market Trends
Client-Focused Service
Hybrid Work
Financial Education

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