Financial Services Associate

Experior Financial Group; London; Remote; CAD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking company as a Financial Services Associate, where you will provide expert financial advice and develop tailored financial plans for clients. In this remote role, you'll leverage your analytical skills and strong communication abilities to assist clients in achieving their financial goals. With a commitment to training and mentorship, this innovative firm offers a supportive environment for your professional growth. If you're passionate about finance and ready to make a difference, this opportunity is perfect for you.

Qualifications

• Strong analytical skills for financial analysis and planning.
• Ability to communicate effectively with clients regarding their financial goals.

Responsibilities

• Assist clients with financial needs and provide expert advice.
• Develop financial plans and manage client accounts.

Skills

Analytical Skills

Knowledge in Finance

Strong Communication Skills

Basic Understanding of Cybersecurity

Problem-Solving Skills

Attention to Detail

Ability to Work Independently

Job description

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Experior Financial Group Inc. is 100% Canadian owned and operated, with over 30 years of combined experience in the financial services industry. We recently expanded into the USA with our head office in Cheektowaga, New York. Our team of 9400+ well-trained and licensed Financial Associates across North America provides insurance and investment services. We offer training and mentorship to help you achieve your goals, whether you aim to lead an agency, manage a team, or work at your own pace. Proudly certified as a Great Place to Work in Canada, May 2024 and May 2025.

Role Description

This is a remote role for a Financial Services Associate. In this role, you will assist clients with their financial needs, providing expert advice on insurance and investment options. Daily tasks include financial analysis, developing financial plans, managing client accounts, and maintaining up-to-date knowledge of financial regulations. You will also be expected to communicate effectively with clients to understand their financial goals and provide tailored recommendations.

Qualifications

• Analytical Skills for conducting financial analysis and developing financial plans
• Knowledge in Finance and Financial Services
• Strong Communication skills to interact with clients and understand their financial goals
• Basic understanding of Cybersecurity to ensure client data protection
• Excellent problem-solving skills and attention to detail
• Ability to work independently and remotely

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Other

Job function

• Job function

  Finance and Sales

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