Financial Consultant – Accelerated Path to Management

Bighornlaw; Melville; On-site; CAD 75,000 - 150,000; Full time

Job summary

A leading financial services company seeks driven individuals for the Financial Consultant position with an Accelerated Path to Management. Responsibilities include relationship-building, conducting financial consultations, and eventually leading a team. Ideal candidates have a background in sales or management and a passion for helping clients achieve financial success.

Qualifications

• Sales, management or entrepreneurial experience preferred.
• Coachable, competitive, self-disciplined.
• Passion for helping others achieve financial success.

Responsibilities

• Build relationships and deliver tailored financial strategies.
• Conduct needs-based consultations to develop financial plans.
• Prospect new clients through networking and events.

Skills

Sales

Management

Entrepreneurial experience

Relationship-building

Communication skills

Education

MBA or advanced degree

Job description

Financial Consultant – Accelerated Path to Management

Posted 10 days ago

Description

Make a Difference. Build a Career. Lead a Team.

At New York Life, our mission is to provide financial security and peace of mind through insurance, annuity, and investment solutions. We operate with integrity and humanity, serving clients and community with long-term commitment and excellence.

We're currently hiring driven, entrepreneurial individuals who want to make a meaningful impact - and also aspire to management. Join our Accelerated Path to Management Program, where you'll begin as a Financial Consultant and, after proven success, transition into a leadership role.

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

Responsibilities

• Build relationships and deliver tailored financial strategies using our wide suite of solutions (insurance, annuities, investments, etc.).
• Conduct needs-based consultations to develop comprehensive financial plans.
• Leverage digital planning tools and CRM systems to track and manage client relationships.
• Prospect new clients through networking, events, social media, referrals, and professional alliances.
• Host educational meetings and seminars on financial wellness.

As You Transition to Management (Associate Partner Role):

• Lead and mentor a team of financial professionals.
• Use your firsthand experience to recruit, coach, and develop new agents.
• Participate in a structured six-month management training program.
• Drive business growth through leadership and team-building.
• Assist in the day-to-day operation of one of the largest General Offices within NYL.

Qualifications

What We Are Looking For

• Sales, management, or entrepreneurial experience (strongly preferred)
• MBA or advanced degree is a plus
• Coachable, Competitive, Self-Disciplined
• Strong relationship-building and communication skills
• Passion for helping others achieve financial success
• Must be authorized to work in the U.S.

Compensation

$75,000 - $150,000 yearly

About NYL - Team Armandini

New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA)¹. For 65 consecutive years, we have led the Million Dollar Round Table with more members than any other insurance or financial institution in the world². New York Life has been recognized as one of the “World’s Most Admired Companies” by Fortune Magazine for 2019.

• Financial Consultant – Accelerated Path to Management