Insurance & Investments Financial Services - Entry-Level

WizeHire, Inc; Windsor; On-site; CAD 30,000 - 60,000; Full time

Job summary

A leading financial services firm based in Ontario is looking for a Financial Professional to guide clients towards financial security. This role offers paid training, mentorship, and the opportunity for performance-based commissions. Ideal candidates will possess strong communication skills and a business-driven mindset. You'll help clients with retirement planning and financial product strategies while maintaining long-term relationships. Compensation includes earnings potential of $130,000 at plan, with comprehensive benefits provided.

Benefits

Paid training & mentorship

Comprehensive benefits

Performance-based commissions

Digital tools & team support

Qualifications

• Strong communication and relationship-building skills are essential.
• Self-disciplined and motivated to achieve personal and professional goals.
• Ability to learn complex concepts and explain them clearly.

Responsibilities

• Build relationships with clients to understand their financial needs.
• Provide guidance on retirement and protection solutions.
• Develop customized investment strategies for clients.

Skills

Communication skills

Relationship-building

Self-discipline

Job description

Insurance & Investments Financial Services - Entry-Level

Posted a day ago

Description

Build a Rewarding Career Helping Others Secure Their Financial Future

Take charge of your future while making a lasting difference in the lives of others. As a Financial Professional with New York Life, you’ll guide families, individuals, and business owners toward financial security — all while enjoying upside income potential and the support of a Fortune 100 company that’s been trusted for over 180 years.

What You’ll Do

• Help clients make confident financial decisions around retirement planning, college funding, life insurance, and protection strategies.
• Build lasting relationships while developing in-demand skills in sales, communication, and financial guidance.
• Grow your own career with the backing of New York Life’s tools, training programs, and strong national reputation.

What We Offer

• Paid training & mentorship – Industry‑leading learning programs and one‑on‑one coaching to help you succeed.
• Comprehensive benefits – Medical, dental, vision, life, and disability insurance, plus a 401(k) and pension plan.
• Upside earning potential – Performance‑based commissions with bonus and incentive opportunities.
• Digital tools & team support – Marketing platforms, peer mentorship, and administrative assistance to help you focus on clients.
• Financial strength you can trust – New York Life consistently earns the highest ratings for financial stability and has been helping clients protect what matters most since 1845.

Responsibilities

• Build relationships with individuals, families, and small businesses to understand their financial needs.
• Provide guidance on retirement planning, college savings, and protection solutions like life and disability insurance.
• Develop customized strategies using New York Life’s wide range of investment & financial products.
• Maintain long‑term relationships by offering ongoing support and financial reviews.
• Learn about investment strategies and how you can help others.
• Get involved in local networking, charities, and chambers to best serve our community.

Qualifications

• Business‑driven mindset with the drive to build your own career.
• Strong communication and relationship‑building skills.
• Self‑disciplined and motivated to achieve personal and professional goals.
• Ability to learn complex concepts and explain them clearly to clients.
• Coachable and eager to participate in training and mentorship programs.
• Previous sales, customer service, or financial experience is helpful but not required — we provide paid training.

Compensation

$130,000 at plan earnings

About New York Life Insurance & Investments

For over 180 years, New York Life has been helping families and businesses protect their financial futures. As a Fortune 100 mutual company, we’re accountable to our policyholders — not Wall Street — which means our focus is always on doing what’s right for clients.

Our mission is simple: to provide financial security and peace of mind through trusted guidance, innovative solutions, and long‑term strength.

We’re proud of our values: integrity, humanity, and commitment to excellence. We invest in our people with paid training, mentorship, and career development so you can build a meaningful career while making a lasting impact in your community.