Financial Advisor

Company Description Primerica is a leading provider of financial products and services in North America, headquartered in Duluth, GA. The company’s 2,800+ corporate employees support over 151,000 licensed independent representatives who deliver financial education and solutions to clients. For nearly five decades, Primerica has focused on serving middle-income families with term life insurance, mutual funds, annuities, managed investments, and mortgages. As a publicly traded company on the New York Stock Exchange (NYSE: PRI), Primerica offers both financial services and an opportunity for entrepreneurial-minded individuals to build their own financial services business. Candidates can learn more about Primerica’s business opportunity at www.primericabusinessopportunity.com.

Role Description This contract Financial Advisor role is based in Markham, ON with a hybrid work arrangement, combining on-site client meetings and some work from home. The Financial Advisor will meet with clients to assess their financial goals, analyze current financial situations, and develop tailored plans for insurance, investments, retirement, and debt management. Daily responsibilities include educating clients on Primerica’s product offerings, preparing financial projections, maintaining accurate records, and following up to adjust plans as circumstances change. The role also involves building and managing a client portfolio, staying current with market trends and regulatory requirements, and collaborating with the broader Primerica network to deliver consistent, high-quality service.

Qualifications

• Demonstrated expertise in Financial Planning and Financial Advisory to assess client needs and design comprehensive strategies.
• Strong Finance and Investments skills to analyze products, evaluate risk, and recommend suitable solutions.
• Knowledge of Retirement Planning to help clients prepare long-term income and asset preservation strategies.
• Relevant licensing or willingness to obtain required provincial securities and insurance licenses.
• Strong interpersonal, communication, and client relationship-building skills.
• Ability to work independently, manage time effectively, and operate in a hybrid environment.
• Comfort with technology tools for virtual meetings, financial modeling, and CRM systems.
• Post-secondary education in finance, business, economics, or a related field is an asset.