Financial Consultant - Financial Focus Flexible Business Model

The Path Set Before You; Ottawa; Hybrid; CAD 100,000 - 125,000; Full time

Job summary

A financial consulting organization in Ottawa is seeking an experienced Financial Consultant to support clients in making aligned decisions while operating independently. This role offers flexibility and an opportunity to grow a business around personal values without traditional employment constraints. Ideal for professionals with a background in finance or consulting, ready for a new chapter.

Qualifications

• Experience in financial services consulting or client relationship management.
• Open to transitioning into an independent flexible business model.

Responsibilities

• Support others in making aligned decisions based on values.
• Operate independently with a proven business system.
• Work remotely and set your own schedule.

Skills

Sales Experience

Direct Sales

Financial Services

Financial Concepts

Banking

Financial Management

Tools

Hyperion

Oracle EBS

Peoplesoft

Oracle

Workday

Securities Law

Job description

Financial Consultant - Financial Focus & Flexible Business Model

Youve helped others manage their risk. Mabye now its time to manage your own reward.

This is not a traditional job posting or salaried role. Were connecting with experienced professionals who are ready for a new chapter - one with flexibility purpose and the opportunity to build a business around their values.

If you have a background in financial services consulting or client relationship management and are seeking a way to use your experience outside of the traditional employment model this independent opportunity may be a fit.

What You'll Do

• Use your client focused approach to support others in making aligned decisions. Outreach is values-based and does not involve cold calling or pressure tactics
• Operate independently using a proven business system with full digital infrastructure
• Work remotely and set your own schedule
• Access training mentorship and global support
• Scale at your own pace with no income ceiling

Who It's For

This opportunity is ideal for professionals with experience in finance insurance consulting or leadership who are open to transitioning into an independent flexible model.

It is not a salaried or commissioned job but a structured business path with guidance and community for qualified individuals.

This opportunity is not intended for students or Visa seekers.

Key Skills

Sales Experience, Direct Sales, Hyperion, Financial Services, Financial Concepts, Banking, Oracle EBS, Securities Law, Peoplesoft, Oracle, Financial Management, Workday

Employment Type: Full Time

Experience: years

Vacancy: 1