Allegiance Wealth Team | Synergy Leadership Group

North York, ON | Hybrid / Adaptable

About the Opportunity

Allegiance Wealth Team is looking for motivated individuals who are interested in developing a career in financial services, financial education, and client relationship management.

This opportunity is designed for individuals who are entrepreneurial, coachable, and interested in helping families better understand their finances while building professional skills in the financial industry.

No previous financial-services experience is required. Training, mentorship, and support through the licensing process are provided.

What You’ll Do

- Meet with individuals and families to understand their financial goals and concerns
- Help educate clients on concepts including budgeting, insurance, investments, retirement planning, education planning, debt management, and wealth-building strategies
- Assist with developing appropriate financial strategies based on client needs
- Build and maintain long-term client relationships
- Participate in ongoing professional development, licensing, and product training
- Develop your own client base through networking, referrals, community involvement, and business development
- Work alongside experienced financial professionals and leadership mentors

Who We’re Looking For We are looking for individuals who are:
- Professional, dependable, and coachable
- Strong communicators who enjoy working with people
- Motivated to learn about personal finance and financial planning
- Comfortable with relationship-building and business development
- Self-directed and able to manage their own schedule
- Interested in entrepreneurship,



leadership, or building a long-term career in financial services

Experience in sales, banking, customer service, business, marketing, finance, or entrepreneurship is an asset but not required.

Licensing

Successful candidates will be required to complete the applicable provincial licensing and training requirements before conducting regulated financial-services activities.

Guidance and mentorship are provided throughout the licensing process.

Compensation

This is a performance-based financial-services opportunity with compensation tied to business and client activity rather than a traditional hourly wage or fixed salary.

Additional advancement and leadership opportunities may become available based on licensing, production, training completion, and overall performance.

Schedule

Flexible scheduling is available, making this opportunity suitable for individuals exploring financial services alongside existing work, school, or other professional commitments.

Why Join Us?

- Structured training and mentorship
- Financial-services education and licensing support
- Flexible schedule
- Professional development
- Leadership development opportunities
- Collaborative team environment
- Opportunity to build your own client base and long-term book of business

If you are interested in learning more about financial services, developing professional skills, and helping families improve their financial knowledge, we would like to hear from you. Apply with your resume to be considered for an introductory interview.

Benefits

- Flexible schedule
- On-site parking

Work Location: Hybrid remote in Toronto, ON (York District)

📌 Financial Services Professional (Toronto)
🏢 Allegiance Wealth Team
📍 Toronto