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Financial Services Associate Location: CA-ON-Multiple Locations Compensation: $110,000 - $200,000 / year Email Job
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Job Description – c
Position Title: Financial Services Associate
Location: Flexible/Remote – Local and Regional Opportunities Available
Position Overview
Seeking ambitious, self-motivated individuals to join our team as Financial Services Associates. This role offers the unique opportunity to build a rewarding career in the financial services industry, with full training and mentorship provided. Our agents help individuals, families, and businesses achieve financial security through tailored solutions in insurance, investments, retirement planning, and wealth management.
Key Responsibilities
Build and maintain client relationships by providing financial education and customized strategies.
Conduct needs assessments to develop personalized financial plans.
Educate clients on solutions for income protection, retirement planning, and wealth accumulation.
Develop a personal brand and client network through marketing, community involvement, and referrals.
Mentor and recruit team members to build a scalable business.
Stay current on financial products, market trends, and regulatory standards.
Qualifications
Strong interpersonal and communication skills.
Entrepreneurial mindset with the ability to work independently.
Background in teaching, marketing, sales, business, or customer service is an asset, but not required.
Commitment to ongoing professional development and licensing requirements.
Compensation & Benefits
Performance-based compensation: Agents earn income through personal production and team growth.
Multiple income streams: Commissions, overrides, and bonuses.
Unlimited earning potential: No income cap; advancement based on results.
Flexible schedule: Ability to design your career around your lifestyle.
Professional development: Training, mentorship, and leadership opportunities.
Why Our Firm?
You value independence and flexibility. We provide a proven platform, ongoing support, and the opportunity to create a career that combines independence, impact, and financial freedom. Whether your goal is to serve your community, build a business, or achieve long-term wealth, we equip you with the tools and guidance to succeed.
Mr. Greene
Aegon/WFG
5000 Yonge St. Toronto, ON M2N 7E9
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