Entrepreneurial Financial Advisor & Planner

Northwestern Mutual; Beaver Creek; On-site; CAD 85,000 - 351,000; Full time

Job summary

A leading financial services company seeks a financial advisor in Yukon, Canada. In this role, you'll build personalized financial plans and grow your client base through a strong referral network. The company offers award-winning training, continuous development, and a performance-based compensation structure with potential earnings between $61K and $250K. Ideal candidates possess a Bachelor's degree and entrepreneurial spirit, with strong relationship-building skills and motivation to succeed.

Benefits

Performance-based earnings

Comprehensive medical, vision, and dental plans

Fully company-funded retirement package and pension plan

Support for insurance licensing and CFP licensing

Bonus programs and expense allowances

Qualifications

• History of success in relationship-building or client-facing roles.
• Desire for continuous learning and collaboration.
• Legal authorization to work in the US without sponsorship.

Responsibilities

• Grow your client base by making new connections and maintaining a strong referral network.
• Build personalized, holistic financial plans tailored to clients’ unique needs.
• Grow relationships with clients to support them through every stage of life.

Skills

Entrepreneurial ambitions

Client relationship management

Time management

Critical thinking

Communication

Motivation and drive

Education

Bachelor’s degree

Job description

A leading financial services company seeks a financial advisor in Yukon, Canada. In this role, you'll build personalized financial plans and grow your client base through a strong referral network. The company offers award-winning training, continuous development, and a performance-based compensation structure with potential earnings between $61K and $250K. Ideal candidates possess a Bachelor's degree and entrepreneurial spirit, with strong relationship-building skills and motivation to succeed.