Overview

We are seeking a motivated and detail oriented Financial Services Associate to join our growing team. This role supports financial planning, client service, and advisory operations within a collaborative and professional environment. The position is ideal for individuals interested in building a long term career in financial services while developing solid foundational skills in insurance, investments, and retirement planning.

Responsibilities

* Support financial planning and client service activities

- Assist with preparing financial summaries and documentation for client meetings
- Help analyze client information to support planning discussions and recommendations
- Coordinate client onboarding, follow-up, and service requests
- Work closely with licensed advisors to ensure accuracy and organization of client records
- Participate in training and development related to insurance and investment fundamentals
- Contribute to continuous improvement of internal processes and client experience

Training and Development

* Structured onboarding and development program
- Licensing cost support for life insurance and investment registrations
- Ongoing mentorship, coaching, and professional education
- Explicit role progression based on skill development and qualifications

Compensation

Expected total compensation:



$52,000 to $68,000 per year Once the appropriate training and licensing requirements are successfully completed, compensation structure varies depending on the area of specialization, with certain roles incorporating different combinations of fixed, performance-based, bonus, and recurring compensation.

Requirements

* Strong organizational and communication skills

- Comfortable working with numbers, documentation, and client information
- Professional, reliable, and coachable mindset
- Interest in financial services as a long term career path
- Experience in customer service, finance, or sales is an asset but not required
- Life insurance licensing is an asset but not required
- Mutual fund licensing or registration is an asset but not required
- Willingness to complete required licensing and training as part of the role

Work Environment

* Based in our Whitby office with flexible work arrangements
- Supportive team culture focused on learning, growth, and long term development

Job Type: Full-time

Benefits

* Company events

- Flexible schedule
- On-site parking
- Stock options

Work Location: In person

This posting is for newly created positions that are currently available to qualified candidates.

Job Type: Full-time

Pay: $52,000.00-$68,000.00 per year

Benefits

- Company events
- Adaptable schedule
- On-site parking
- Stock options

Work Location: In person

📌 Financial Services Associate (Training Provided) (Whitby)
🏢 Michael knapp
📍 Whitby