Use financial planning and retirement planning skills as a full-time remote Independent Financial Advisor with World Financial Group. Build tailored strategies for clients.
As an Independent Financial Advisor, you will assess client goals and situations, then develop personalized plans for savings, investments, retirement, and risk management. You will explain financial products clearly, provide ongoing guidance, and build lasting client relationships. WFG provides training, tools, support resources, and financial products.
Key Responsibilities: Meet clients virtually and assess their financial goals
Develop tailored savings, investment, retirement, and risk strategies
Present suitable financial products and explain available options




Provide ongoing guidance as client needs evolve
Build and maintain a client base
Requirements: Skills in financial planning and retirement planning
Finance and investment knowledge for analyzing client options
Financial advisory skills for transparent client guidance
Strong interpersonal and communication skills
Self-motivated, organized, and comfortable working remotely
Apply financial planning, investment, and advisory expertise while supporting clients through personalized long-term financial strategies remotely.

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📌 Remote Financial Planning Advisor (Quebec City)
🏢 World Financial Group (WFG)
📍 Quebec City