Financial Advisor

TEEMA Solutions Group; Mississauga; Hybrid; CAD 40,000 - 60,000; Full time

Job summary

Join a leading financial services organization where you can grow your career and benefit from continuous mentorship and support. This sales-focused position emphasizes building strong client relationships and offers a flexible hybrid work model with performance-based compensation. Ideal for motivated individuals looking to excel in a dynamic environment, this role supports your professional development while offering high earning potential and opportunities for personal business planning.

Benefits

Flexible hybrid work model

Performance-based compensation

Residual income opportunities

Customized personal business planning

Full marketing support

Mentorship program

In-house resources for support

Qualifications

• Strong sales skills with a proven track record.
• In-depth knowledge of financial products.
• Excellent communication and interpersonal skills.

Responsibilities

• Build and maintain client relationships.
• Develop and implement sales strategies.
• Analyze financial information for clients.

Skills

Sales skills

Communication

Interpersonal skills

Financial analysis

Lead generation

Education

LLQP, MFDA, or securities license

Job description

You’re the kind of person who is always looking to learn. You want to grow into something greater and you’re looking for an organization that encourages and supports your professional development. Longevity Achieved promotes advancement and rewards our team members based on individual performance and merit. All of our people are accountable for their success. Our team is focused on delivering excellence and supporting advisor growth and development through frequent feedback and consistent progress measurement. Since our first year of business, we have experienced year-over-year growth, fostering a culture of winning. At Longevity Achieved, we breed winners.

Responsibilities

• Build and maintain relationships with clients to understand their financial goals and provide suitable recommendations.
• Develop and implement effective sales strategies to meet and exceed sales targets.
• Analyze financial information and market trends to provide accurate and timely advice to clients.
• Stay updated on industry regulations and products to ensure compliance and provide current information.
• Maintain accurate records of client interactions and transactions.
• Generate leads through networking, referrals, and cold calling to expand the client base.

Experience/Qualifications

• Strong sales skills with a proven track record of meeting and exceeding targets.
• In-depth knowledge of financial products, investment options, and market trends.
• Excellent communication and interpersonal skills for building client relationships.
• Ability to analyze financial information and provide accurate advice.
• Proactive, self-motivated, and capable of generating leads.
• Knowledge of industry regulations and compliance.

What's in it for you? (Commissions & benefits)

• Flexible hybrid work model, combining remote work and office presence in Mississauga, ON, Canada.
• Performance-based compensation with high earning potential.
• Residual income opportunities.
• Customized personal business planning.
• Full marketing support, prospecting, and technical assistance.
• Advanced technology stack, including a customizable CRM.
• Mentorship program with established advisors and managers.
• Resources and support to run your own practice independently.
• Opportunities to qualify for trips to attractive destinations.
• In-house resources, including portfolio managers, support staff, CPA’s, CFP’s, estate planning attorneys, and experts.

Longevity values:

• DYNAMISM: Fuelling action, speed, and continual excellence.
• UNITY: Harmonising wealth and well-being.
• HONOUR: Upholding trust, duty, and ethics.
• BOLDNESS: Pioneering courage, innovation, and decisive action.
• EMPOWERMENT: Enabling choice, strength, and growth.

Qualifications:

• Basic understanding of financial services.
• Excellent interpersonal skills.
• LLQP, MFDA, or securities license are a plus but not required.

To ensure your application is considered, please answer our screener questions. They are an essential part of our selection process, helping us understand your qualifications and suitability for the role.

Longevity Achieved values diversity and inclusion and has policies to support a welcoming environment. We appreciate all applications; however, due to high volume, we will only contact candidates under consideration.