Financial Professional

Location: Powell River/qathet Regional District

Schedule: Flexible

Salary Or Wage: Commission-based compensation: Mutual Funds: 2%–5%; Mortgage Referrals: $300–$500; Insurance: 9 months of premium sold.

Start Date: As soon as possible

Job Type: Casual

List of Requirements

What we’re looking for:

• Motivated and self-driven
• Coachable and willing to learn
• Positive, professional attitude
• Willing to complete required training
• Willing to take required government licensing exams and become properly licensed
• No previous financial-services experience required — training provided
• Interested in personal finance, helping families, and developing leadership skills

List of Duties

What you’ll do:

• Learn financial concepts and strategies
• Meet with clients to understand their financial goals
• Educate families about financial protection and other financial solutions
• Build and maintain client relationships
• Conduct appointments virtually, by phone, or in person
• Develop your professional network and client base
• Participate in training and coaching
• Develop leadership skills and, if desired, mentor new team members

This opportunity may be a good fit for someone looking for:

• Additional income potential
• Leadership opportunities
• A career in financial services

Licensing and regulatory requirements apply. Compensation and business opportunity details are provided during the interview.