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Added 2 mins ago
CW
Account Representative / Account Manager / Project Manager
City Wide Facility Solutions
Burnaby, BC
- $55,000 to $80,000 CAD / year
- Full-time
We are seeking a proactive, relationship-driven Account Representative / Account Manager to manage and grow a portfolio of commercial client accounts. This role is ideal for someone who…
Added 32 mins ago
D
Client Financial Services Agent
Desjardins
Shawinigan, QC · Caisse Desjardins du Centre-de-la-Mauricie
- Full-time
…communication skills to ensure member/client satisfaction and service quality in accordance with the organization’s standards and procedures. You provide significant business development…
Added 32 mins ago
D
Personal Finance Advisor, Assigned Clientele
Desjardins
Montreal, QC · Caisse Desjardins du Cœur-de-l'Île
- Full-time
Manage business relationships, assess member/client satisfaction and service quality, follow up and identify areas for improvement.
Added 1 hour ago
EA
Bilingual Customer Service Representative
Europ Assistance Canada
Toronto, ON
- Full-time
Provide service to clients with existing policies as well as assist in new business generation.
Added 1 hour ago
C
Mobile Financial Services Representative
CIBC
Edmonton, AB
- Full-time
Sales and Service Execution- Deliver consistent client service excellence and strong sales results to meet performance targets. Demonstrate service excellence by being visible and…
Added 4 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 4 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 5 hours ago
R
Bilingual Customer Service Representative
Redion
Toronto, ON
- $60,000 to $63,000 CAD / month
- Full-time
Provide service to clients with existing policies as well as assist in new business generation.
Added 5 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 5 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 5 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 5 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 6 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 8 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 8 hours ago
H
Customer Service Representative
Hertz
Calgary, AB
- Part-time
The Customer Service Representative consults with customers on their Hertz rental. Maximizing revenue opportunities by actively offering products and services and overcoming customer…
Added 9 hours ago
IF
Le Représentant des Ventes en Location/Rental Sales Associate
Impact Fulfillment Services
Montreal, QC
- Full-time
Added 10 hours ago
NB
Banking advisor
National Bank of Canada
Campbellton, NB
- Full-time
This role offers opportunities for development. By obtaining your mutual fund representative licence, if you don’t already have it, you’ll be able to progress in your role and expand your…
Added 10 hours ago
NB
Financial Planner Laval
National Bank of Canada
Laval, QC
- Full-time
Make sure that service and operational quality standards are applied, and compliance and risk management rules are followed
Added 11 hours ago
GR
Technical Sales Representative & Branch Supervisor
Grasslands Recruitment Specialists - Canadian Ag Recruiter
ON · Ontario, Canada
- Full-time
Grasslands Recruitment Specialists has been engaged to recruit a Technical Sales Representative & Branch Supervisor for an established, family-owned agricultural company serving poultry…
Added 11 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Alberta
Chit Chats
Calgary, AB
- Full-time
The role of the Sales Representative is essential in identifying, qualifying, and converting new business opportunities into active Chit Chats clients. This role is focused on building…
Added 11 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - British Columbia
Chit Chats
Vancouver, BC
- Full-time
The role of the Sales Representative is essential in identifying, qualifying, and converting new business opportunities into active Chit Chats clients. This role is focused on building…
Added 12 hours ago
CC
Sales Representative- Permanent Full-Time - (Supply Chain and Logistics B2B) - Ontario
Chit Chats
Toronto, ON
- Full-time
The role of the Sales Representative is essential in identifying, qualifying, and converting new business opportunities into active Chit Chats clients. This role is focused on building…
Added 12 hours ago
AA
Sales Pro (PT)
Advance Auto Parts
Dartmouth, NS
- Part-time
Achieve personal / store sales goals and service objectives
Added 15 hours ago
QC
Enterprise Account Executive
Quiet Cabins
Toronto, ON
- Part-time
Enterprise Account Development Representative
Added 15 hours ago
LG
Territory Sales Repesentative - Canada
LeafFilter Gutter Protection
Calgary, AB
- Full-time
Territory Sales Representative with Leaf Filter

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

Not detected in the job text

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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