The Role: As a Financial Associate, you will work directly with individuals, families, and business owners to provide insurance and investment solutions.

This is a client-facing opportunity within a brokerage environment — not a back-office finance position.

You will educate clients on protection strategies, long-term savings, and wealth-building concepts while building your own portfolio of clients over time.

This role can be structured part-time or full-time.

There is no requirement to leave your current position.

Many advisors begin on a flexible basis and scale as they grow.

Key Responsibilities: • Conduct client discovery meetings (virtual) • Present insurance and investment solutions tailored to client needs • Assist clients with applications and onboarding • Build and manage your own client portfolio • Participate in ongoing training and development sessions • Develop referral and client acquisition strategies Work Structure:



• 100% remote • Versatile schedule • Independent contractor position • Performance-based compensation Ideal Profile: • Strong communication and interpersonal skills • Comfortable speaking with clients and building relationships • Self-motivated and performance-driven • Open to obtaining required insurance and financial licenses • Entrepreneurial mindset required Previous experience in sales, finance, customer service, or business development is helpful but not mandatory.

What’s on Offer: • Fully remote opportunity • Flexible part-time or full-time structure • No income cap • Commission-based compensation with performance incentives • Structured training and mentorship • Explicit pathway to scale income and leadership opportunities Compensation: This is a 100% commission-based opportunity.

There is no base salary.

Income is directly tied to performance, production, and client portfolio growth.

📌 Financial Associate (Canada)
🏢 Experior
📍 Canada