QUALIFICATIONS

We are seeking motivated, entrepreneurial professionals with the following:

• Licenses: Life License Qualification Program (LLQP) in Canada, or willingness to obtain.
• Education: Post-secondary education in finance, business, or a related field is an asset (but not required).
• Strong interpersonal, communication, and relationship-building skills.
• Entrepreneurial mindset with the ability to manage your own schedule and goals.
• High level of integrity, professionalism, and commitment to client success.
• Previous experience in financial services, sales, or client advisory roles is an asset.

As a Financial Advisor with Veracity LD, you will:

• Develop and manage relationships with individuals, families, and business owners.
• Provide holistic financial advice, including needs analysis, risk management, and retirement planning.
• Distribute life insurance, health insurance, and investment products through trusted industry providers.
• Conduct prospecting and client acquisition activities to grow your portfolio.
• Ensure compliance with Canadian financial services regulations and company policies.
• Maintain accurate client records and follow up regularly to deliver ongoing value.