Service/Sales Associate, Financial Advisory

Job summary

Respond to client inquiries, assess client needs, build and maintain relationships, and follow up on prospective business. Generate and nurture leads, present investment, insurance, and benefits solutions, collaborate with senior advisors, and meet or exceed production targets.

Job details

COMPANY DESCRIPTION Levels Financial Solutions Inc. provides customized financial strategies tailored to the unique needs of individuals, families, and businesses. We specialize in delivering personalized financial planning solutions to help clients understand their worth and achieve their goals. We conduct insurance services through Sun Life Financial Distributors (Canada) Inc., and mutual fund business through Sun Life Financial Investment Services (Canada) Inc. Our goal is to provide clarity and value in every financial decision. ABOUT THE ROLE We’re not looking for just another financial professional. We’re looking for someone who lights up a room, earns trust fast, and thrives when they own a relationship from first conversation to long-term partnership. As a Service/Sales Associate, you’ll be the connective tissue between our firm and the clients we serve. You’ll handle incoming inquiries, build lasting relationships, and actively drive new business — all within a firm that offers a rare breadth of solutions: investment management, insurance, group benefits, and comprehensive holistic financial planning. This is a role with real upside — financially and professionally — for someone who brings hustle, warmth, and an entrepreneurial drive to the table. ----- WHAT YOU’LL DO Client Engagement: - Handle inbound client inquiries with professionalism and urgency - Build and maintain a portfolio of client relationships - Conduct needs assessments to match clients with the right solutions - Follow up consistently and proactively on pipeline opportunities Business Development: - Generate and nurture leads through your network and referrals - Present our holistic offering — investments, insurance, and benefits - Collaborate with senior advisors on complex client strategies - Hit and exceed monthly and quarterly production targets ----- WHO YOU ARE - 2–5 years of experience in financial services, insurance, wealth management, or a related field - A natural communicator who builds rapport quickly and persuades with integrity - Driven by results — you keep score and love winning for your clients - Entrepreneurial: you don’t wait to be told what to do - Organized and reliable — clients trust you because you always follow through - Relevant licensing (LLQP and Mutual Fund) is a plus — or willingness to obtain within 3 months of hiring ----- COMPENSATION We offer flexibility — commission-only for those who want maximum earning potential, or a base salary plus commission for candidates who bring a proven track record. Your success is directly rewarded. Top performers in this role build careers, not just jobs. ----- WHY JOIN US - Rare breadth of offerings — one firm, holistic solutions across investments, insurance & benefits - Flexible work arrangements — in-office, hybrid, or remote based on performance and fit - A culture that rewards initiative, not just seniority - Real mentorship and a team that invests in your growth - Clients who stay — because we deliver comprehensive value, not one-off products ----- HOW TO APPLY If you’re the kind of person who reads this and thinks “that’s me” — we want to hear from you. Candidates must be legally authorized to work in Canada on a full-time, permanent basis. We are unable to provide work permit sponsorship or support for this position.

What you’ll do

Respond to client inquiries, assess client needs, build and maintain relationships, and follow up on prospective business. Generate and nurture leads, present investment, insurance, and benefits solutions, collaborate with senior advisors, and meet or exceed production targets.

Requirements

Candidates should have 2–5 years of experience in financial services, insurance, wealth management, or a related field, along with strong communication, relationship-building, organizational, and entrepreneurial abilities. LLQP and mutual fund licensing are an advantage; candidates without them must be willing to obtain them within three months of hiring.

Listed skills

• Client Relationship Management · Preferred
• Business development · Preferred
• Sales · Preferred
• Financial planning · Preferred
• Group Benefits · Preferred
• Communication · Preferred
• Organization · Preferred
• Reliability · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Client Relationship Management
• Client Engagement
• Needs Assessment
• Lead Generation
• Business Development
• Sales
• Financial Planning
• Investment Management
• Insurance
• Group Benefits
• Communication
• Persuasion
• Pipeline Management
• Follow-Up
• Organization
• Reliability

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support