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Financial Services Sales Associate

  • AB, Canada
  • Edmonton, AB, Canada

Full-time

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Job details

Job type
Full-time
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Posting language
English
Posted

Original job description

About the Opportunity

We're growing our team in Edmonton. We're looking for driven people who want to build a business in financial services, not just clock in for a paycheque.

As a Financial Service Representative, you'll help individuals, families, and business owners protect their income, build wealth, and plan for life's big milestones. We train you, help you get licensed, and mentor you as you build your own book of clients.

Please read before applying: This is a commission-based role. There is no hourly wage or base salary. Your income is tied directly to your results. That means there's no ceiling. If you want ownership over what you earn, keep reading.

What You'll Be Doing

  • Connect with people through referrals, networking, social media, and community events
  • Run consultations to understand clients' goals and priorities
  • Present strategies to manage risk, grow savings, and prepare for milestones like buying a home, starting a family, or retiring
  • Build your own client portfolio and grow it through regular follow-ups and reviews
  • Attend team trainings, workshops, and development sessions
  • Track your client records and activity in our systems
  • Set and hit your own production goals

What We're Looking For

  • You enjoy meeting new people and are comfortable starting conversations
  • Self-starter who can run your own schedule without someone watching over you
  • Goal-driven and coachable
  • You put clients' interests ahead of the sale
  • Sales, customer service, retail, or business experience helps but isn't required
  • 18+ and legally eligible to work in Canada

What We Offer

  • Commission-based income with no cap
  • Licensing support and ongoing industry training
  • One-on-one mentorship and a path into leadership
  • Flexible schedule
  • Recognition programs, incentives, company events, and trips
  • Stock purchase plan and stock option opportunities
  • A long-term book of business that's yours to build

Employment Type: Full-time or part-time, commission-based

More about this job

Responsibilities

Connect with prospective clients through referrals, networking, social media, and community events, then consult with them about their financial goals and present strategies for managing risk, growing savings, and planning for major milestones. Build and maintain a client portfolio through follow-ups and reviews, track client activity, and meet personal production goals while participating in training and development.

Requirements

Applicants should be comfortable meeting new people, starting conversations, managing their own schedule, and working toward goals while remaining coachable and putting clients' interests first. Sales, customer service, retail, or business experience is helpful but not required; applicants must be at least 18 and legally eligible to work in Canada.

Skills

  • Networking
  • Client Consultation
  • Financial Services Sales
  • Risk Management
  • Wealth Building
  • Follow-Up
  • Portfolio Development
  • Goal Setting
  • Self-Motivation
  • Communication
  • Coaching
  • Record Keeping
  • Social Media
  • Customer Service

Benefits

  • Licensing Support
  • Ongoing Industry Training
  • One-on-One Mentorship
  • Leadership Development
  • Flexible Schedule
  • Recognition Programs
  • Incentives
  • Company Events
  • Trips
  • Stock Purchase Plan
  • Stock Options
  • Client Book Ownership

Visa sponsorship

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Categories

  • Sales
  • Finance & Accounting
  • Customer Service & Support

Keywords

  • Financial Services
  • Commission-Based Compensation
  • Financial Service Representative
  • Client Consultations
  • Referrals
  • Networking
  • Social Media
  • Community Events
  • Risk Management
  • Wealth Building
  • Savings Strategies
  • Financial Planning
  • Client Portfolio
  • Client Follow-Ups
  • Client Reviews
  • Production Goals
  • Licensing
  • Industry Training
  • Mentorship
  • Leadership Development
  • Client Records
  • Stock Purchase Plan
  • Stock Options

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