Job Overview

We are seeking a dynamic and motivated individual to join our team as an HBS (Head of Business Strategy). In this pivotal role, you will lead the development and execution of strategic initiatives that drive growth, enhance operational efficiency, and strengthen our market position. Your energetic approach and proactive mindset will inspire collaboration across departments, ensuring our organization remains innovative and forward-thinking.

This paid position offers an exciting opportunity to shape the future of our business while working in a fast-paced, supportive setting.

Responsibilities

- Connect with individuals and families to understand their financial goals and needs.
- Introduce clients to relevant financial education resources and available financial products.
- Complete applicable training and licensing requirements for regulated activities.




- Filing paperwork and operate computer softwares
- Follow company policies, regulatory requirements, and ethical sales practices.
- Participate in team meetings, professional development, and business-building activities where applicable.

Qualifications

- Strong communication and interpersonal skills.
- Willingness to learn about personal finance and financial services.
- Professional, reliable, and comfortable interacting with people.
- Self-motivated, organized, and goal-oriented.
- Previous sales or financial services experience is an asset but is not required.
- Must meet applicable eligibility requirements for required licensing.

Pay: $50.00-$2,000.00 per month

Work Location: In person

📌 Financial Services Representative (North York)
🏢 HBS
📍 North York