Life Licensed Financial Representative

Envest Financial Services; Canada; Remote; CAD 50,000 - 70,000; Full time

Job summary

Envest Financial Services is seeking a Life Licensed Financial Representative for a remote, full-time position. This role involves conducting financial planning, managing investments, and providing insurance solutions to clients in Alberta, Ontario, and B.C. Ideal candidates will possess strong analytical, communication, and customer service skills, along with a life insurance license.

Qualifications

• Licensed in Alberta, Ontario, or B.C.
• Entry level position with a focus on client service.

Responsibilities

• Conduct financial planning and manage investments for clients.
• Provide insurance solutions and offer financial advice.
• Assist clients with retirement planning.

Skills

Financial Planning

Retirement Planning

Investments

Insurance Knowledge

Analytical Skills

Problem Solving

Communication Skills

Interpersonal Abilities

Customer Service

Detail-oriented

Education

Life Insurance License

Job description

Company Description

Our values are built upon several fundamental principles that guide our actions and decisions. These include maintaining the highest moral standards in all our business dealings, ensuring we always act ethically and with unwavering dedication in everything we do.

Furthermore, we believe in demonstrating strong leadership qualities while also fostering a sense of internal responsibility towards our colleagues. A core tenet of our values is to always prioritize the needs of our clients, ensuring their success is at the forefront of our efforts. Finally, we are deeply committed to fostering an inclusive environment where every opinion is not only heard but truly valued.

Role Description

This is a full-time role for a Life Licensed Financial Representative with Envest Financial Services. The role involves conducting financial planning, providing insurance solutions, offering finance advice, assisting with retirement planning, and managing investments on behalf of clients. This is a remote position open to those in Alberta, Ontario, and BC.

Qualifications

• Financial Planning, Retirement Planning, and Investments
• Insurance and Finance knowledge
• Strong analytical and problem-solving skills
• Excellent communication and interpersonal abilities
• Detail-oriented with a strong focus on customer service
• Life insurance licensed in at least one of the following provinces: Alberta, Ontario, B.C.

Seniority level

• Entry level

Employment type

• Contract

Job function

• Sales and Business Development