Opens LinkedIn
- Employment type
- Full-time
- Experience level
- Entry, Junior · 0+ years
- Posting language
- English
- Working hours
- 40 hours per week
- Seniority
- Entry level
- Application method
- Direct apply is available
Job summary
Connect with prospective clients through referrals, networking, social media, and community events, then consult with them about their financial goals and present strategies for managing risk, growing savings, and planning for major milestones. Build and maintain a client portfolio through follow-ups and reviews, track client activity, and meet personal production goals while participating in training and development.
Job details
About the Opportunity We're growing our team in Edmonton. We're looking for driven people who want to build a business in financial services, not just clock in for a paycheque. As a Financial Service Representative, you'll help individuals, families, and business owners protect their income, build wealth, and plan for life's big milestones. We train you, help you get licensed, and mentor you as you build your own book of clients. Please read before applying: This is a commission-based role. There is no hourly wage or base salary. Your income is tied directly to your results. That means there's no ceiling. If you want ownership over what you earn, keep reading. What You'll Be Doing Connect with people through referrals, networking, social media, and community events Run consultations to understand clients' goals and priorities Present strategies to manage risk, grow savings, and prepare for milestones like buying a home, starting a family, or retiring Build your own client portfolio and grow it through regular follow-ups and reviews Attend team trainings, workshops, and development sessions Track your client records and activity in our systems Set and hit your own production goals What We're Looking For You enjoy meeting new people and are comfortable starting conversations Self-starter who can run your own schedule without someone watching over you Goal-driven and coachable You put clients' interests ahead of the sale Sales, customer service, retail, or business experience helps but isn't required 18+ and legally eligible to work in Canada What We Offer Commission-based income with no cap Licensing support and ongoing industry training One-on-one mentorship and a path into leadership Flexible schedule Recognition programs, incentives, company events, and trips Stock purchase plan and stock option opportunities A long-term book of business that's yours to build Employment Type: Full-time or part-time, commission-based
What you’ll do
Connect with prospective clients through referrals, networking, social media, and community events, then consult with them about their financial goals and present strategies for managing risk, growing savings, and planning for major milestones. Build and maintain a client portfolio through follow-ups and reviews, track client activity, and meet personal production goals while participating in training and development.
Requirements
Applicants should be comfortable meeting new people, starting conversations, managing their own schedule, and working toward goals while remaining coachable and putting clients' interests first. Sales, customer service, retail, or business experience is helpful but not required; applicants must be at least 18 and legally eligible to work in Canada.
Benefits
- Licensing Support
- Ongoing Industry Training
- One-on-One Mentorship
- Leadership Development
- Flexible Schedule
- Recognition Programs
- Incentives
- Company Events
- Trips
- Stock Purchase Plan
- Stock Options
- Client Book Ownership
Listed skills
- Risk Management · Preferred
- Client Relationship Management · Preferred
- Communication · Preferred
- Coaching · Preferred
- record keeping · Preferred
- Customer service · Preferred
Other relevant skills
Identified from the job description. Confirm important requirements above.
- Networking
- Client Consultation
- Financial Services Sales
- Risk Management
- Wealth Building
- Client Relationship Management
- Follow-Up
- Portfolio Development
- Goal Setting
- Self-Motivation
- Communication
- Coaching
- Record Keeping
- Social Media
- Customer Service
Job areas
- Sales
- Finance & Accounting
- Customer Service & Support