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- Experience level
- Entry, Junior · 0+ years
- Posting language
- English
- Working hours
- 40 hours per week
- Location requirements
- Country, Ontario, Canada
- Seniority
- Entry level
- Application method
- Direct apply is available
Job summary
Learn to educate and support individuals and families on basic financial concepts, helping them organize their finances and understand their options. Build knowledge and confidence through training, with responsibilities increasing over time.
Job details
**OPPORTUNITY OPEN TO ONTARIO RESIDENTS ONLY** Company Description We are a growing financial services firm built on education, long term relationships, and doing right by people. Our work focuses on helping individuals and families better understand their finances so they can make confident decisions and move forward with clarity. As we continue to expand, we are looking to bring on a small number of people who are curious, motivated, and interested in meaningful work that makes a real impact. Role Description This is a remote opportunity for individuals who are open to learning a new skill set and building a people focused career. No prior experience in finance is required. Training and mentorship are provided in house. What matters most is who you are as a person, not what you already know. In this role, you will learn how to educate and support individuals and families around basic financial concepts. You will be trained to help people organize their finances, ask the right questions, and understand their options. As your confidence and knowledge grow, your responsibilities will grow with you. This role can be part time or full time depending on availability and personal goals. Who This Is a Good Fit For This opportunity may be a good fit if you enjoy helping people, value education, and want to build something long term. You may enjoy this role if you like learning, are open to coaching, and are willing to work hard. You do not need a background in finance. The technical knowledge can be taught. Integrity, work ethic, and genuine care for others cannot. What We Offer You will receive structured training and ongoing mentorship in a supportive environment. The role offers flexibility, professional development, and the opportunity to grow into a long term career. Income potential grows as skills, responsibility, and experience develop. Next Steps If this sounds like something you would like to learn more about, send me a message! *** ONTARIO RESIDENTS ONLY***
What you’ll do
Learn to educate and support individuals and families on basic financial concepts, helping them organize their finances and understand their options. Build knowledge and confidence through training, with responsibilities increasing over time.
Requirements
No prior finance experience is required, and in-house training and mentorship are provided. The role calls for integrity, a strong work ethic, genuine care for others, openness to coaching, and willingness to learn and work hard.
Benefits
- Structured Training
- Ongoing Mentorship
- Flexible Work Arrangement
- Professional Development
Listed skills
- Communication · Preferred
- Coaching · Preferred
- Relationship Building · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Financial Education
- Financial Organization
- Communication
- Active Listening
- Coaching
- Learning Agility
- Integrity
- Work Ethic
- Relationship Building
- Client Support
Job areas
- Finance & Accounting
- Education
- Customer Service & Support