Hybrid · Canada
Conduct financial needs analyses for families and small businesses to provide tax-efficient wealth building and debt reduction strategies. Build and manage a personal book of business while collaborating with a team of financial experts.
Remote · ["Canada", "United States"]
Financial Representative Wanted to Build and Scale Their Own Financial Practice Remote | Canada & United States We are currently seeking Financial Representative who are looking to increase production, improve their client acquisition, and build a long-term financial services practice. This opportunity is best suited for agents who are already licensed but not producing at the level they know they are capable of. Common challenges we see: • Low contract levels with no clear path to increase compensation • Inconsistent lead conversion despite ongoing marketing spend • Limited support when it…
Remote · ["Canada", "United States"]
Admissions Specialist Wanted to Build and Scale Their Own Financial Practice Remote | Canada & United States We are currently seeking Admissions Specialist who are looking to increase production, improve their client acquisition, and build a long-term financial services practice. This opportunity is best suited for agents who are already licensed but not producing at the level they know they are capable of. Common challenges we see: • Low contract levels with no clear path to increase compensation • Inconsistent lead conversion despite ongoing marketing spend • Limited support when it comes…
