Financial Advisor

Longevity Achieved; Mississauga; Hybrid; CAD 55,000 - 95,000; Full time

Benefits offered by this job

Hybrid work model

Performance-based compensation

Residual income

Marketing & technical support

CRM software access

Mentorship program

Autonomy to run your own practice

Travel opportunities to destinations

Job summary

Longevity Achieved in Mississauga, Ontario, invites experienced sales professionals to join our advisory team. The role blends hybrid work with a strong commission structure and ongoing mentorship, supporting growth of your own client practice.

You will build client relationships, craft financial strategies, stay current on regulations, and leverage our robust CRM and marketing support to drive growth and deliver personalized advice.

Qualifications

• Strong sales track record.
• Knowledge of financial products and market trends.
• Excellent communication and interpersonal skills.
• Ability to analyze financial information and provide accurate advice.
• Proactive with ability to generate leads.
• Familiar with regulatory requirements.

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 provide clients with up-to-date information and compliance.
• Maintain accurate records of client interactions and transactions for compliance purposes.
• Generate leads through networking, referrals, and cold calling to expand client base.

Skills

Sales skills

Financial products

Communication skills

Analytical thinking

Lead generation

Regulatory compliance

Education

Licensing (LLQP/MFDA)

Tools

CRM software

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. Sure you’ll have exposure to the team, but all of our people are accountable for their success. Competitive and focused, our team is on a mission to deliver excellence. We also know that this can only be accomplished by supporting our advisor growth and development. By providing frequent feedback and consistently measuring progress, we’ve discovered the recipe for success that’s delivered year over year growth since our first year of business. This 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 provide clients with up-to-date information and compliance.
• Maintain accurate records of client interactions and transactions for compliance purposes.
• Generate leads through networking, referrals, and cold calling to expand client base.

Experience/Qualifications

• Strong sales skills with a proven track record of meeting and exceeding sales targets.
• In-depth knowledge of financial products, investment options, and market trends.
• Excellent communication and interpersonal skills to build and maintain client relationships.
• Ability to analyze financial information and provide accurate advice to clients.
• Proactive and self-motivated with the ability to generate leads and expand client base.
• Knowledge of industry regulations and compliance requirements.

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

• Enjoy the flexibility of a hybrid work model, allowing you to work both remotely and at our beautiful office location in Mississauga, ON, Canada.
• Performance-based compensation, untapped earning potential
• Residual income
• Customized personal business planning
• Full marketing support, prospecting, and technical assistance
• Robust technology stack, including customizable CRM software
• Customized mentorship program with established advisors and managers
• Ongoing resources and support, with autonomy to run your own practice
• Opportunity to qualify for trips to enchanting destinations
• In-house resources, including discretionary portfolio managers, New Business Support, CPA’s, CFP’s, estate planning attorneys, directors of practice development, and subject-based experts

Longevity values:

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

Qualifications:

• General understanding of financial services
• Excellent interpersonal skills
• LLQP, MFDA or securities license are welcomed but not required

To ensure your application is considered, kindly answer our screener questions. They're integral to our selection process, helping us better understand your qualifications and fit for the role.

Longevity Achieved supports a workforce of diverse backgrounds and encompasses policies and initiatives designed to help all team members feel welcomed and well-equipped to succeed in their roles. We also appreciate every application we receive, but due to our overwhelming response, will only be able to contact those who are in consideration for the position.