Finance Associate

ATBL_Experior; Calgary; Hybrid; CAD 60,000 - 120,000; Full time

Benefits offered by this job

Entrepreneurial freedom

Unlimited earning potential

Remote or Hybrid options

Comprehensive product access

Mentorship & Leadership path

Ownership & equity

Job summary

ATBL_Experior is seeking licensed insurance and investment advisors to join a national network across Canada and the U.S. Build your own business under a proven agent-owned platform with full backing and support.

You will develop individualized protection and wealth strategies, grow your client base, and have the option to recruit and mentor others as you scale into leadership. Flexible hours, equity opportunities, and mentorship are offered.

Qualifications

• Must hold a Life Insurance license in your province.
• Entrepreneurial mindset with integrity and leadership ambition.
• Excellent communication and passion for financial education.
• Self-motivated, adaptable, and driven to build a long-term business.

Responsibilities

• Help families and business owners protect wealth and financial independence.
• Develop customized insurance and investment strategies aligned with client goals.
• Grow and manage your client base using training and CRM support.
• Optionally recruit and mentor a team as you scale into leadership.

Skills

Communication skills

Entrepreneurial mindset

Integrity

Leadership ambition

Job description

I am looking for people who are ETHICAL, COACHABLE and INSPIRED to make a difference in peoples lives.

About the job

I am looking for people who are ETHICAL, COACHABLE and INSPIRED to make a difference in peoples lives.

About the job

Are you a licensed financial professional looking for more freedom, ownership, and growth in your career?

Or a newly licensed advisor ready to build your business your way — with the full backing of a proven, agent-owned platform?

Or excited to get into the financial industry?

We’re expanding our team of Licensed Insurance & Investment Advisors across Canada and the U.S., offering a unique environment where independent advisors thrive.

What We Offer

• Entrepreneurial Freedom: Build your own business under an established national brand while keeping your independence.
• Unlimited Earning Potential: 100% commission-based structure with performance bonuses, equity programs, and leadership overrides.
• Remote or Hybrid Options: Work from anywhere or collaborate with our in-office teams across multiple regions.
• Comprehensive Product Access: Life, health, investment, and wealth solutions through top industry carriers.
• Mentorship & Leadership Path: Gain direct mentorship from top-performing Executive Directors and access to business-building systems designed to help you fast-track your success.
• Ownership & Equity: Become part of an agent-owned model where your efforts build long-term value and not just commissions.

Your Role

• Help families and business owners make smart decisions about protection, wealth accumulation, and financial independence.
• Develop customized insurance and investment strategies that align with client goals.
• Grow and manage your client base while leveraging our training, CRM systems, and marketing support.
• Optionally, recruit and mentor your own team of advisors as you scale into leadership.

Ideal Candidate

• Holds a valid Life Insurance in your province or state.
• Entrepreneurial mindset with strong integrity, work ethic, and leadership ambition.
• Excellent communication skills with a passion for financial education and helping others succeed.
• Self-motivated, adaptable, and driven to build a lasting business.

Compensation

• 100% commission-based with performance bonuses, overrides, and ownership opportunities.
• Flexible hours — full-time or part-time — you control your schedule and your income.

This isn’t a job — it’s a partnership.

We’re building something bigger: a network of like-minded entrepreneurs redefining the future of financial services through leadership, collaboration, and ownership.

The potential for future growth is unlimited and we are committed to helping even more families and changing even more lives. Yet, we need more people like you − people who are as passionate about making a difference as we are, and who want to have their own business − to make their mark in this world.