About the Opportunity

Our brokerage is looking for ambitious individuals who are interested in building a career in financial services. As a Financial Sales Representative, you will connect with individuals, families, and business owners to help them explore financial solutions that support their goals, protect their income, and create long-term financial stability.

This role is ideal for someone who enjoys meeting new people, developing professional relationships, and creating opportunities through education-based financial conversations.

What You'll Be Doing

- Connect with prospective clients through referrals, networking events, social outreach, and community engagement
- Conduct consultations to understand clients' financial priorities and future objectives
- Introduce financial strategies designed to help clients manage risk, accumulate wealth, and prepare for major life milestones
- Develop and grow a personal client portfolio within the brokerage
- Build trust-based relationships through consistent communication and ongoing support
- Provide clients with information and guidance to help them make confident financial decisions
- Follow up with existing clients to review changing circumstances and identify new opportunities
- Participate in brokerage training sessions, workshops, and professional development programs
- Maintain detailed client records and activity reports using approved systems and technology
- Work toward personal production goals while delivering a high standard of client service

What We're Looking For

- Strong communication and relationship-building abilities




- Comfortable speaking with new people and developing professional connections
- Goal-oriented with a desire to achieve measurable results
- Self-starter who can manage their own schedule and activities
- Professional attitude with a commitment to integrity and client care
- Sales, customer service, business development, retail, or financial services experience is beneficial but not required
- Ability to learn and apply financial concepts in a client-focused environment
- Strong organizational and time-management skills
- Must be 18 years of age or older

What Our Brokerage Offers

- Performance-based compensation with unlimited earning potential
- Flexible work arrangements and scheduling options
- Access to industry training and licensing support
- Professional mentorship and career development opportunities
- Recognition programs and performance incentives
- Company events and networking opportunities
- Employee stock purchase plan
- Stock option opportunities
- The ability to build a long-term book of business within a growing brokerage

Employment Type

- Full-time
- Part-time

Benefits

- Flexible schedule
- Work from home
- Company events
- Company Trips
- Professional development assistance
- Employee stock purchase plan
- Stock options

Job Types: Full-time, Part-time, Casual Pay: $50,000.00-$111,708.93 per year

Perks

- Company events
- Employee stock purchase plan
- Flexible schedule
- Stock options
- Work from home

Application question(s):
- Are you over the age of 18?
- Are you authorized to work in Canada or USA? Student Permit and Closed Work Permit NOT accepted.

Work Location: Hybrid remote in Edmonton, AB T6T 1M2

📌 Financial Service Representative (Edmonton)
🏢 Wealth Managment Services
📍 Edmonton