Remote Financial Wellness Advisor — Impact Canadian Families

AO Globe Life - Nzube Justin Ejifugha; Canada; Remote; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services provider is seeking Financial Wellness Advisors to empower Canadians with financial solutions. In this remote role, you'll conduct consultations to understand clients' financial goals, develop tailored strategies, and build lasting client relationships. The ideal candidate will have an LLQP license and a genuine desire to help others achieve financial peace of mind. Enjoy uncapped earning potential in a supportive culture.

Benefits

Impactful career

Uncapped earning potential

Work-life integration

Growth and development opportunities

Supportive culture

Qualifications

• Desire to help others achieve financial peace of mind.
• Proven ability to work independently in a remote setting.
• Strong problem-solving capabilities.

Responsibilities

• Conduct in-depth consultations with clients.
• Develop tailored financial strategies.
• Educate clients on financial planning.
• Build and maintain client relationships.
• Leverage technology to manage client portfolios.

Skills

Exceptional communication skills

Active listening skills

Self-motivation

Analytical skills

Proficiency with CRM software

Education

LLQP license

Job description

A leading financial services provider is seeking Financial Wellness Advisors to empower Canadians with financial solutions. In this remote role, you'll conduct consultations to understand clients' financial goals, develop tailored strategies, and build lasting client relationships. The ideal candidate will have an LLQP license and a genuine desire to help others achieve financial peace of mind. Enjoy uncapped earning potential in a supportive culture.