Insurance Services Associate (Training & Licensing Provided)

ELES Financial Services Ltd.; Winnipeg; On-site; CAD 42,000 - 90,000; Full time

Benefits offered by this job

Licensing guidance

Mentorship program

Financial education training

Flexible schedule

Job summary

ELES Financial Services Ltd. is expanding its financial services team and seeks motivated, coachable individuals interested in building a career in financial education and insurance services. This role emphasizes client education, needs analysis, and support, with structured training and licensing guidance provided.

No prior licensing is required to apply. This opportunity suits professionals, career switchers, and recent graduates who seek performance-based growth, mentorship, and long-term

Qualifications

• Coachable and growth-oriented mindset
• Strong communication and interpersonal skills
• Self-motivated with the ability to manage time independently
• Interest in Finance, Insurance, or Financial education
• Previous experience in finance, sales, or client services is helpful but not required

Responsibilities

• Educate individuals and families on Insurance & Financial fundamentals, including life insurance and living benefits
• Assist clients in understanding their Insurance and Financial needs and protection options
• Participate in structured training, coaching, and professional development sessions
• Maintain ethical standards and professionalism in all client interactions
• Collaborate with team members in a supportive, compliance-focused environment

Skills

Coachable mindset

Communication skills

Time management

Finance/Insurance interest

Prior experience helpful

Tools

Licensing guidance tools

Job description

At ELES Financial Services Ltd., we believe every family, individual, and professional desires a clear path to financial security. Our mission is simple: helping families create wealth, one step at a time.

We understand that financial planning can feel complex, so we take the time to understand each client’s unique goals—whether that involves protecting loved ones through life insurance, growing savings through sound investment strategies, or planning for major life milestones such as retirement, education, or homeownership. Our approach is personal, practical, and built on trust.

ELES Financial Services Ltd. is committed to providing accessible, honest, and tailored financial guidance to families, individuals, and professionals across Canada. Our services span Insurance, Investment planning, and Wealth management, giving clients the tools and strategies they need to grow and protect what matters most.

Role Description

We are expanding our financial services team and are seeking motivated, coachable individuals interested in building a career in financial education and insurance services.

This role focuses on client education, needs analysis, and support, with structured training and licensing guidance provided. No prior licensing is required to apply.

This opportunity is well-suited for professionals, career switchers, and recent graduates who are seeking performance-based growth, mentorship, and long-term development in the financial services industry.

Key Responsibilities

• Educate individuals and families on Insurance & Financial fundamentals, including life insurance and living benefits


• Assist clients in understanding their Insurance and Financial needs and protection options


• Participate in structured training, coaching, and professional development sessions


• Maintain ethical standards and professionalism in all client interactions


• Collaborate with team members in a supportive, compliance-focused environment

What we are looking for

• Coachable and growth-oriented mindset


• Strong communication and interpersonal skills


• Self-motivated with the ability to manage time independently


• Interest in Finance, Insurance, or Financial education


• Previous experience in finance, sales, or client services is helpful but not required

What's Provided

• Licensing guidance and exam support


• Structured onboarding and ongoing mentorship


• Professional training in financial education and client services


• Flexible schedule (part-time or full-time)

Compensation

• Performance-based, commission-only structure


• Income potential scales with consistency, client impact, and leadership development


• No income cap for high performers