Company Description

World Financial Group (WFG) aims to empower financial services entrepreneurs with the tools they need to help families have better futures. Their vision is to give people from all backgrounds the power to become financial services business owners, providing access to financial knowledge, products, and resources for a better future.

Role Description

This is a part-time hybrid role for an Associate at World Financial Group (WFG) located in Surrey, BC. The Associate will be responsible for day-to-day tasks such as financial services consulting, client relationship management, and financial products sales. Some work-from-home opportunities are available for this role.

Qualifications

• Financial Services Consulting and Sales skills
• Client Relationship Management skills
• Knowledge of Financial Products
• Excellent Communication and Interpersonal skills
• Ability to work independently and in a team
• Understanding of Financial Regulations and Compliance
• Experience in financial services industry is a plus
• Bachelor's degree in Finance, Business, Economics, or related field