Overview We are seeking a motivated and results-driven Financial Planning Consultant to join our growing team on a commission-based structure. The ideal candidate will excel at building client relationships while providing comprehensive financial planning services that help individuals and families achieve their financial goals. This position offers unlimited earning potential for self-motivated professionals who thrive in a performance-based environment. As a Financial Planning Consultant, you will prospect for new clients, conduct thorough financial assessments, and develop customized financial strategies while earning commissions based on successful client acquisitions and plan implementations.

SKILLS

• Strong sales and relationship-building skills with the ability to connect with diverse clientele and convert prospects into clients.
• Excellent communication and presentation abilities to explain complex financial concepts in understandable terms.
• Self-motivated with strong entrepreneurial drive, as success directly correlates with personal effort and results.
• Analytical skills to assess financial situations and develop appropriate planning strategies for varied client needs.
• Professional demeanor and high ethical standards essential for building trust in financial advisory relationships.
• Financial services licensing (Series 7, Series 66, insurance licenses) preferred or willingness to obtain required credentials.
• Experience in financial services, sales, or client-facing roles preferred but not required; comprehensive training provided.
  Join our team and build a rewarding career where your success directly impacts your earnings potential in the dynamic field of financial planning!
  Job Types: Full-time, Part-time, Permanent, Freelance, Apprenticeship
  Pay: $60,000.00-$150,000.00 per year
  Expected hours: 20 – 40 per week

Benefits:

• Company events
• Employee stock purchase plan
• Flexible schedule
• On-site parking
• Profit sharing
• Tuition reimbursement
• Work from home

Work Location: Hybrid remote in North York, ON M2H 2N

• Prospect and develop new client relationships through networking, referrals, and marketing initiatives to build a robust client base.
• Conduct comprehensive financial assessments and analyze clients’ current financial situations, goals, and risk tolerance.
• Develop customized financial plans including investment strategies, retirement planning, insurance needs, and estate planning recommendations.
• Present financial planning recommendations to prospective clients in clear, compelling presentations that demonstrate value and build trust.
• Guide clients through the implementation process of recommended financial products and services to ensure successful plan execution.
• Maintain ongoing relationships with existing clients to identify additional planning opportunities and ensure client satisfaction.
• Stay current on financial markets, investment products, tax laws, and industry regulations to provide informed recommendations.
• Meet or exceed monthly and quarterly client acquisition targets to maximize commission earnings.