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Added 1 hour ago
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barista - Store# 18873, STRATHMORE
Starbucks Coffee Company
Strathmore, AB
- Full-time
Consider yourself a “people person,” and enjoy meeting others.
Added 1 hour ago
Healthcare unit Security Guard
GardaWorld
Emerson, MB · Winnipeg, Mani
As a Healthcare unit Security Guard, you will be the person spotting threats before they escalate.
Added 2 hours ago
SC
barista - Store# 17310, BANKVIEW
Starbucks Coffee Company
Calgary, AB
- Full-time
Consider yourself a “people person,” and enjoy meeting others.
Added 2 hours ago
SC
barista - Store# 17203, 1341 MAIN ST W
Starbucks Coffee Company
Hamilton, ON
- Full-time
Consider yourself a “people person,” and enjoy meeting others.
Added 2 hours ago
SC
barista - Store# 83749, YELLOWHEAD HWY & SHUSWAP ROAD
Starbucks Coffee Company
Kamloops, BC
- Full-time
Consider yourself a “people person,” and enjoy meeting others.
Added 2 hours ago
SC
barista - Store# 77900, HWY #1 & AGASSIZ HWY
Starbucks Coffee Company
Vancouver, BC
- Full-time
Consider yourself a “people person,” and enjoy meeting others.
Added 2 hours ago
SC
barista - Store# 80255, ROYAL BAY
Starbucks Coffee Company
Victoria, BC
- Full-time
Consider yourself a “people person,” and enjoy meeting others.
Added 2 hours ago
SC
barista - Store# 04258, 215 NORTH SERVICE ROAD
Starbucks Coffee Company
Oakville, ON
- Full-time
Consider yourself a “people person,” and enjoy meeting others.
Added 2 hours ago
SC
barista - Store# 00181, WESTMINSTER CENTRE
Starbucks Coffee Company
New Westminster, BC
- Full-time
Consider yourself a “people person,” and enjoy meeting others.
Added 2 hours ago
PF
Financial Representative
Primerica Financial Services
Toronto, ON · North York, ON
- Other
…to create customized strategies that support both immediate security and future financial peace of…
Added 3 hours ago
SC
barista - Store# 51389, BRIGHTON
Starbucks Coffee Company
Saskatoon, SK
- Full-time
Consider yourself a “people person,” and enjoy meeting others.
Added 3 hours ago
SC
barista - Store# 71456, VICTORIA HARBOUR
Starbucks Coffee Company
Victoria, BC
- Full-time
Consider yourself a “people person,” and enjoy meeting others.
Added 3 hours ago
Sanitation Associate - Royal Canin (Guelph, ON) $3,000 Sign-On Bonus
Mars
Guelph, ON · RGU-Royal Canin, Guelph, Canada
Training: attend any training program as scheduled by company management and train any designed person in the position
Added 3 hours ago
O
Orchard - VP, Client Services & Digital Transformation (Toronto)
Orchard
Toronto, ON
- $15,000 to $170,000 CAD / year
- Full-time
Build a delivery model that scales across multiple brands and stakeholders without becoming person-dependent.
Added 3 hours ago
WF
Prepared Foods Dishwasher - Full Time
Whole Foods Market
Burnaby, BC
- Full-time
…exist and the candidate must be considered the most qualified person for the new position. Completion of certain milestones such as obtaining an advanced degree or certification, time in…
Added 3 hours ago
SG
Software Engineer – Full-Stack (React, TypeScript, Java)
S&P Global
Toronto, ON
- Full-time
…production support - maintaining accountability for quality, security, and performance at every…
Added 4 hours ago
CC
OHS Specialist
Compass Canada
ON · MISSISSAUGA, ON
- Full-time
…Inspectors, clients, safety associations, and other agencies, both in person and via phone or…
Added 5 hours ago
C
CNC Operator
Cabico&co
Coaticook, QC
- Full-time
To successfully meet this challenge, we are looking for a person driven by the values of respect, teamwork, commitment, and pride with the following qualifications:
Added 5 hours ago
C
Production Team Leader (Cabico Coaticook)
Cabico&co
Magog, QC
- Full-time
To successfully meet this challenge, we are looking for a person driven by the values of respect, teamwork, commitment, and pride with the following qualifications:
Added 5 hours ago
C
Production Team Leader (Cabico Coaticook)
Cabico&co
Sherbrooke, QC
- Full-time
To successfully meet this challenge, we are looking for a person driven by the values of respect, teamwork, commitment, and pride with the following qualifications:
Added 5 hours ago
Maintenance Person (with ticket) - Part Time
Fairmont Hotels & Resorts
Calgary, AB
We invite you to join the world of hospitality at Sheraton Suites Calgary Eau Claire as our new Maintenance Person (with ticket). The Maintenance Person (with ticket) supports the safe,…
Added 10 hours ago
O
Senior Software Developer, DevOps & Infrastructure
OSEDEA
Montreal, QC
- Full-time
Define, document, and communicate non-functional requirements such as performance, reliability, security, scalability, and maintainability
Added 10 hours ago
O
Applied AI Scientist
OSEDEA
Montreal, QC
- Full-time
Define, document, and communicate non-functional requirements (performance, reliability, security, maintainability)
Added 10 hours ago
1P
Information Technology Service Desk
10 Percent Recruiting Ltd.
AB · Greater Edmonton Metropolitan Area
- Contract
Provide Level 2 technical support through phone, email, remote access tools, and in person.
Added 14 hours ago
TS
Logistics Lead - Chef d'équipe logistique
TD SYNNEX
Mississauga, ON
- Full-time

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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