Service/Sales Associate, Financial Advisory

Levels Financial Solutions Inc.; Burnaby; Hybrid; CAD 60,000 - 90,000; Full time

Benefits offered by this job

Flexible work arrangements

Mentorship and growth opportunities

Holistic product offerings acrossfin/​

Job summary

Levels Financial Solutions Inc. is seeking a dynamic professional to own client relationships from first conversation to long-term partnership in a flexible, outcome-driven role.

You will manage inquiries, build a growing portfolio, and tailor financial solutions across investments, insurance, and benefits to meet client needs. The position emphasizes entrepreneurship, proactive networking, and strong communication.

Qualifications

• 2–5 years of experience in financial services, insurance, wealth management, or related field.
• Strong communication skills and ability to build rapport quickly.
• Results-driven with a track record of achieving targets.
• Entrepreneurial mindset and proactive ownership.
• Organized and reliable; maintains client trust.
• Licensing (LLQP and Mutual Fund) is a plus or willingness to obtain within 3 months.

Responsibilities

• Handle inbound client inquiries with professionalism and urgency.
• Build and maintain a portfolio of client relationships.
• Conduct needs assessments to match clients with the right solutions.
• Follow up consistently and proactively on pipeline opportunities.
• Generate and nurture leads through your network and referrals.
• Present holistic offerings — investments, insurance, and benefits.
• Collaborate with senior advisors on complex client strategies.
• Hit and exceed monthly and quarterly production targets.

Skills

Client engagement

Business development

Lead generation

Communication

Relationship building

Education

LLQP and Mutual Fund licensing (or willingness to obtain within 3 months)

Job description

Levels Financial Solutions Inc. provides customized financial strategies tailored to the unique needs of individuals, families, and businesses. We specialize in delivering personalized financial planning solutions to help clients understand their worth and achieve their goals. We conduct insurance services through Sun Life Financial Distributors (Canada) Inc., and mutual fund business through Sun Life Financial Investment Services (Canada) Inc. Our goal is to provide clarity and value in every financial decision.

ABOUT THE ROLE

We’re not looking for just another financial professional. We’re looking for someone who lights up a room, earns trust fast, and thrives when they own a relationship from first conversation to long-term partnership.

WHAT YOU’LL DO

Client Engagement:

• - Handle inbound client inquiries with professionalism and urgency
• - Build and maintain a portfolio of client relationships
• - Conduct needs assessments to match clients with the right solutions
• - Follow up consistently and proactively on pipeline opportunities

Business Development:

• - Generate and nurture leads through your network and referrals
• - Present our holistic offering — investments, insurance, and benefits
• - Collaborate with senior advisors on complex client strategies
• - Hit and exceed monthly and quarterly production targets

WHO YOU ARE

• - 2–5 years of experience in financial services, insurance, wealth management, or a related field
• - A natural communicator who builds rapport quickly and persuades with integrity
• - Driven by results — you keep score and love winning for your clients
• - Entrepreneurial: you don’t wait to be told what to do
• - Organized and reliable — clients trust you because you always follow through
• - Relevant licensing (LLQP and Mutual Fund) is a plus — or willingness to obtain within 3 months of hiring

COMPENSATION

We offer flexibility — commission-only for those who want maximum earning potential, or a base salary plus commission for candidates who bring a proven track record. Your success is directly rewarded. Top performers in this role build careers, not just jobs.

WHY JOIN US

• - Rare breadth of offerings — one firm, holistic solutions across investments, insurance & benefits
• - Flexible work arrangements — in-office, hybrid, or remote based on performance and fit
• - A culture that rewards initiative, not just seniority
• - Real mentorship and a team that invests in your growth
• - Clients who stay — because we deliver comprehensive value, not one-off products