Financial Services Sales Associate

Job summary

Connect with prospective clients through referrals, networking, social media, and community events; conduct consultations and present financial strategies to help clients manage risk, grow savings, and plan for major milestones. Build and maintain a client portfolio through follow-ups and reviews, track client activity, attend training, and meet personal production goals.

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; conduct consultations and present financial strategies to help clients manage risk, grow savings, and plan for major milestones. Build and maintain a client portfolio through follow-ups and reviews, track client activity, attend training, and meet personal production goals.

Requirements

Applicants should be self-starters who enjoy meeting people, can manage their own schedules, are goal-driven and coachable, and prioritize clients' interests. 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
• Flexible Schedule
• Recognition Programs
• Incentives
• Company Events
• Trips
• Stock Purchase Plan
• Stock Options
• Long-Term Client Book Ownership

Listed skills

• Risk Management · Preferred
• Communication · Preferred
• record keeping · Preferred
• Time management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Networking
• Client Consultation
• Needs Assessment
• Financial Services Sales
• Risk Management
• Wealth Building
• Client Portfolio Development
• Client Follow-Up
• Relationship Management
• Goal Setting
• Self-Motivation
• Communication
• Record Keeping
• Time Management
• Coachability

Job areas

• Sales
• Finance & Accounting
• Customer Service & Support

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