Job Title: Financial Advisor

Company: Educate Solutions

Location: Remote / Hybrid

Job Type: Full-Time / Part-Time

About Educate Solutions

At Educate Solutions, we believe that explicit guidance and continuous learning are key to achieving long-term financial security. We provide client-centered, comprehensive financial planning and insurance solutions to help individuals, families, and business owners navigate their financial journeys with confidence.

Role Overview

We are seeking a driven, ethically minded Financial Advisor to join our growing team. In this role, you will build and nurture client relationships, assess financial needs, and deliver tailored strategies across wealth management, retirement planning, and risk protection.

Key Responsibilities

Conduct thorough financial assessments to understand clients' short- and long-term goals.

Develop, present, and implement customized financial plans, investment strategies, and insurance solutions.

Maintain ongoing relationships with clients through regular portfolio reviews and proactive communication.

Stay current with industry trends, market changes, and regulatory compliance standards.





Actively prospect and network to build a solid client pipeline.

Qualifications & Requirements

Active financial licensing (e.g., LLQP / Life and Health Insurance License, Mutual Funds/IFIC, or CSC) or a strong willingness to obtain required licensing upon hire.

Proven experience in financial planning, insurance sales, or client management.

Skilled liability insurance (Errors and Omissions coverage) in good standing.

Strong communication, active listening, and interpersonal skills.

High level of integrity, ethical standard, and dedication to client success.

What We Offer

Competitive compensation structure (Base + Commission or High-Tier Commission splits).

Professional growth, mentorship, and ongoing training support.

Flexible working schedule (Hybrid/Remote options available).

Collaborative, supportive team culture.

To apply, please submit your resume along with a brief summary of your current licenses and professional background.

Pay: $35,756.84-$98,375.51 per year

Benefits

- Company pension
- Flexible schedule
- On-site parking
- Work from home

Work Location: Hybrid remote in Mississauga, ON

📌 Financial Advisor (Mississauga)
🏢 Educate Solutions
📍 Mississauga