Estate & Retirement Financial Advisor - Exclusive, Pre-Set Appointments

United Placement Group; Remote; CAD 100,000 - 150,000; Full time

Job summary

A leading financial services firm in Canada seeks a Senior Market Financial Planner to meet with qualified clients and design retirement strategies. This opportunity emphasizes client interaction without the burden of cold calling. The ideal candidate has a valid active insurance license, strong sales skills, and proficiency in Microsoft Office. This role offers a competitive commission structure, dedicated support, and a chance to make a meaningful impact in clients' financial lives.

Benefits

No out-of-pocket marketing costs

Full back-office support

Control over your schedule

Qualifications

• Active Health & Life insurance license required.
• One of Series 65, Series 7 & 66, or comparable designation.
• Proven face-to-face sales success using a consultative approach.

Responsibilities

• Conduct pre-set appointments with qualified prospects.
• Educate clients on retirement income and annuities.
• Recommend suitable annuity solutions.

Skills

Consultative sales approach

Client relationship management

Proficiency in Microsoft Office

Education

Active Health & Life insurance license

Series 65 or Series 7 & 66 or comparable designation

Tools

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Job description

Estate & Retirement Financial Advisor – Exclusive, Pre-Set Appointments, No Out-of-Pocket Costs

Are you a driven Financial Advisor or Insurance Agent looking to do more of what you do best—meeting with qualified clients and designing smart retirement strategies—instead of hunting for leads and drowning in paperwork?This role is built for high-caliber professionals who want six-figure potential without the cold-calling grind.

Why This Opportunity Stands Out

• No Out-of-Pocket Marketing Costs
  All client acquisition is handled for you—no lead purchase, no advertising spend, no seminar costs.
• Pre-Set, Qualified Appointments
  You’ll meet with clients who have already expressed interest and are engaged around estate and retirement planning topics, not random cold leads.
• Full Back-Office Support
  A professional team supports you with scheduling, case prep, applications, and follow-up so you stay focused on client conversations and closing business.
• Exclusive, Limited Slots
  We are only bringing on a small number of Advisors per state, giving you room to grow without internal competition for the same prospects.

The Role

As a Senior Market Financial Planner focused on annuities and retirement income strategies, you will:

• Conduct pre-set appointments (typically 10–12 per week) with qualified, pre-engaged prospects.
• Educate clients on retirement income, annuities, and protection strategies aligned with their long-term goals.
• Recommend suitable annuity and related solutions from a broad lineup of top-rated providers.
• Collaborate with an internal appointment setter and case manager who support your calendar, paperwork, and case flow.
• Maintain strong relationships through follow-up and service, building long-term value in your book of business.

What We’re Looking For

• Active Health & Life insurance license (required).
• One of the following: Series 65; or Series 7 & 66; or comparable advanced designation (e.g., ChFC).
• Proven face-to-face sales success using a consultative, needs-based approach.
• Clean U4 (if currently registered).
• Proficiency with Microsoft Office (Outlook, Word, Excel, PowerPoint) and comfort using virtual meeting tools.
• Willingness to travel within your state to meet clients as needed.
• A genuine passion for serving pre-retirees and retirees and helping them achieve peace of mind.

What You Gain

• Strong six-figure income potential, driven by a competitive commission structure and a consistent flow of qualified appointments.
• No cold calling, no door-knocking, no endless prospecting—your time is spent where it matters most: in meetings with ready-to-talk clients.
• Dedicated back-office and case management support, dramatically reducing time on non-revenue tasks.
• Access to leading products and carriers, allowing you to design truly client-centric retirement and income plans.
• Control over your schedule, with the infrastructure and lead flow that make consistent production achievable.

If you are an accomplished, licensed financial professional ready to plug into a system built for high performance, client impact, and real work–life balance, we’d love to talk.

Apply now to explore this opportunity and secure your spot before your state’s openings are filled.