Retirement & Estate Planner — Pre-Set Appointments

United Placement Group; Remote; CAD 100,000 - 150,000; Full time

Job summary

A leading financial services firm in Canada seeks a Senior Market Financial Planner to meet with qualified clients and design retirement strategies. This opportunity emphasizes client interaction without the burden of cold calling. The ideal candidate has a valid active insurance license, strong sales skills, and proficiency in Microsoft Office. This role offers a competitive commission structure, dedicated support, and a chance to make a meaningful impact in clients' financial lives.

Benefits

No out-of-pocket marketing costs

Full back-office support

Control over your schedule

Qualifications

• Active Health & Life insurance license required.
• One of Series 65, Series 7 & 66, or comparable designation.
• Proven face-to-face sales success using a consultative approach.

Responsibilities

• Conduct pre-set appointments with qualified prospects.
• Educate clients on retirement income and annuities.
• Recommend suitable annuity solutions.

Skills

Consultative sales approach

Client relationship management

Proficiency in Microsoft Office

Education

Active Health & Life insurance license

Series 65 or Series 7 & 66 or comparable designation

Tools

Microsoft Office (Outlook, Word, Excel, PowerPoint)

Job description

A leading financial services firm in Canada seeks a Senior Market Financial Planner to meet with qualified clients and design retirement strategies. This opportunity emphasizes client interaction without the burden of cold calling. The ideal candidate has a valid active insurance license, strong sales skills, and proficiency in Microsoft Office. This role offers a competitive commission structure, dedicated support, and a chance to make a meaningful impact in clients' financial lives.