Financial Professional

Powell River Educational Services Society; Powell River; On-site; CAD 30,000 - 60,000; Part time

Job summary

Powell River Educational Services Society in Powell River offers a casual, commission-based opportunity in financial services. The role focuses on learning financial concepts, meeting clients, and educating families about financial protection and solutions.

Training is provided and licensing exams are required for ongoing advancement. You will build a client base, develop professional networks, and may mentor new team members as you grow.

Qualifications

• Motivated and eager to learn.
• Willing to complete required training.
• Willing to take government licensing exams and become licensed.
• No prior financial-services experience required — training provided.
• Interest in personal finance, helping families, and leadership potential.

Responsibilities

• Learn financial concepts and strategies.
• Meet with clients to understand their financial goals.
• Educate families about financial protection and other solutions.
• Build and maintain client relationships.
• Conduct appointments virtually, by phone, or in person.
• Develop your professional network and client base.
• Participate in training and coaching.
• Develop leadership skills and mentor new team members if desired.

Skills

Motivated

Coachable

Positive attitude

Willing to learn

Licensing exams ready

Training provided

Job description

Location: Powell River/qathet Regional District

Schedule: Flexible

Salary Or Wage: Commission-based compensation: Mutual Funds: 2%–5%; Mortgage Referrals: $300–$500; Insurance: 9 months of premium sold.

Start Date: As soon as possible

Job Type: Casual

List of Requirements

What we’re looking for:

• Motivated and self-driven
• Coachable and willing to learn
• Positive, professional attitude
• Willing to complete required training
• Willing to take required government licensing exams and become properly licensed
• No previous financial-services experience required — training provided
• Interested in personal finance, helping families, and developing leadership skills

List of Duties

What you’ll do:

• Learn financial concepts and strategies
• Meet with clients to understand their financial goals
• Educate families about financial protection and other financial solutions
• Build and maintain client relationships
• Conduct appointments virtually, by phone, or in person
• Develop your professional network and client base
• Participate in training and coaching
• Develop leadership skills and, if desired, mentor new team members

This opportunity may be a good fit for someone looking for:

• Additional income potential
• Leadership opportunities
• A career in financial services

Licensing and regulatory requirements apply. Compensation and business opportunity details are provided during the interview.