Company Description

TiKi Wealth is dedicated to protecting your future and growing your wealth with personalized life insurance and investment solutions. As an independent broker partnered with Experior Financial Group, we provide access to Canada's top insurance and financial providers, prioritizing your needs above all else. Our expert advisors offer comprehensive services from life insurance and retirement planning to debt solutions and investment strategies. At TiKi Wealth, we are committed to guiding you every step of the way.

Role Description

This is a full-time remote role for a Business Owner at TiKi Wealth. The Business Owner will oversee daily operations, develop and implement business strategies, manage client relationships, and ensure the delivery of high-quality insurance and investment solutions. Responsibilities include leading a team of advisors, tracking financial performance, and staying abreast of market trends to drive growth and efficiency.

Qualifications

• Leadership and Team Management skills
• Experience in Business Strategy and Development
• Client Relationship Management skills
• Knowledge of Insurance and Investment Solutions
• Excellent Financial Planning and Analysis skills
• Strong Communication and Interpersonal skills
• Ability to work independently and remotely
• Experience in the finance or insurance industry is a plus
• Bachelor's degree in Business, Finance, or a related field