Transform client financial journeys with Levels Financial Solutions Inc. as a Service/Sales Associate, where you'll engage clients and drive business growth in a team-oriented environment.
This role requires an individual who excels in client engagement and relationship-building while ensuring that client needs are met. You will be responsible for handling inquiries, conducting needs assessments, and nurturing a portfolio of client relationships. Your entrepreneurial spirit is essential as you exceed production targets by generating leads and collaborating on complex client strategies.
Key Responsibilities:
• Handle inbound client inquiries with professionalism
• Build and maintain sustainable client relationships
• Conduct thorough needs assessments for clients




• Generate leads through networking and referrals
• Collaborate with senior advisors on client strategies
Requirements:
• 2–5 years in financial services or related field
• Excellent communication and rapport-building skills
• Results-driven mindset with a focus on client success
• Entrepreneurial attitude toward tasks
• Relevant licensing is a plus or willingness to learn
Make an impactful difference in financial planning, transforming relationships at Levels Financial Solutions.
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📌 Client-Focused Service Associate at Levels Financial (Burnaby)
🏢 Levels Financial Solutions
📍 Burnaby