Wealth Care Specialist – Financial Education & Client Development

Flexible | Remote | Training & Licensing Support Available

Build Your Skills. Build Relationships. Help People Build Their Future.

We are growing our financial education and wealth services team and are looking for individuals who enjoy working with people, learning new skills, and taking ownership of their professional development.

This is not a position where we expect you to arrive knowing everything about financial services.

We are interested in who you are, how you learn, and what you're willing to develop.

The people who tend to thrive in our environment are coachable, proactive, relationship-oriented, and willing to challenge themselves. They value integrity, take responsibility for their results, and aren't afraid to go the extra mile.

If you're looking for an opportunity where your communication skills, work ethic, and ability to connect with people can become valuable professional assets, we'd like to meet you.

What You'll Learn

Through training, mentorship, and hands-on development, you will learn how to:

- Have meaningful conversations about financial goals and priorities
- Help individuals and families improve their financial understanding
- Identify client needs through effective questioning and active listening
- Explain financial concepts in clear, everyday language
- Develop long-term professional relationships
- Introduce clients to appropriate financial strategies and solutions
- Build and manage a growing client base
- Use digital tools and systems to organize client communication and follow-up
- Operate within applicable licensing and compliance requirements
- Develop stronger communication, business, and leadership skills

What Could Make You Successful Here

We aren't looking for one particular employment background.

Some of our most transferable skills come from careers that have nothing to do with finance.

You may have an advantage if you are:

Coachable — You can receive direction, apply feedback, and continue improving.





People-Oriented — You genuinely enjoy talking with people, asking questions, and understanding what matters to them.

Self-Directed — You don't need someone constantly reminding you what needs to be done.

Competitive With Yourself — You enjoy setting goals, tracking progress, and improving your own performance.

Resilient — A setback doesn't become a stopping point. You adjust, learn, and keep moving.

Professional — You communicate respectfully, follow through on commitments, and understand the importance of confidentiality and trust.

A Team Player — You contribute to the success of the people around you and are willing to learn from experienced leaders.

Someone With Integrity — Doing the right thing matters to you, particularly when people are trusting you with important decisions.

Willing to Go the Extra Mile — You're prepared to step outside your comfort zone and do more than the minimum required to grow.

Transferable Skills We Value

Experience involving any of the following may be beneficial:

- Customer service
- Sales or business development
- Hospitality
- Teaching or coaching
- Leadership or management
- Entrepreneurship
- Community involvement
- Relationship management
- Networking
- Public speaking
- Goal setting
- Time management
- Problem solving
- Active listening
- Digital communication and virtual meetings

Financial experience is not required.

Your ability to learn, communicate, build trust, and consistently take action can be far more important than your previous job title.

What You Can Expect From Us

You'll have access to:

- Structured training and professional development
- Licensing guidance and support




- Mentorship from experienced professionals
- Flexible scheduling
- Remote work capabilities
- Financial education resources and established business systems
- Multiple financial products, solutions, and providers
- Leadership development opportunities
- A team environment focused on accountability and personal growth

Who Should Consider Applying?

This opportunity may appeal to someone who:

- Wants greater flexibility in their professional life
- Is interested in financial education and wealth services
- Wants to develop an additional professional income stream
- Is considering transitioning into a new industry
- Wants to build something alongside an existing career
- Enjoys working independently while still having mentorship and team support
- Is interested in entrepreneurship or building a client-based practice
- Wants their work to have a positive impact on other people

Applicants from the trades, sales, hospitality, customer service, education, healthcare, management, entrepreneurship, and other people-focused professions are encouraged to apply.

Licensing & Development

Depending on the financial services activities performed, provincial licensing requirements apply. Candidates selected to move forward will receive information about applicable licensing, training, and development requirements.

We're Looking for Potential, Not Perfection.

Skills can be developed.

Financial concepts can be learned.

Systems can be taught.

We're looking for people who bring the things that are much harder to teach:

Character. Coachability. Courage. Integrity. Resilience. Work ethic.

If you're curious about financial services and believe you have the qualities to succeed in a performance-driven, people-focused workplace, apply today and let's start with a conversation.

Pay: $40,000.00-$60,000.00 per year

Benefits:

- Company events
- Disability insurance
- Flexible schedule
- Life insurance
- Stock options

Work Location: Remote

📌 Wealth Care Specialist – Financial Education & Client Development (Canada)
🏢 Financial Potential
📍 Canada