Finance Associate (Toronto)

Finance Associate (Toronto)

03 Nov
|
Elite leadership
|
Toronto

03 Nov

Elite leadership

Toronto

Financial Services Consultant | Insurance & Investment Professionals | Part-Time or Full time

Location:
Canada | Hybrid / Remote Flexibility Industry: Financial Services, Life Insurance & Wealth Building

Experience:
Entry-Level to Experienced Professionals Build Your Own Book of Business. Grow With the Right Support. Are you a licensed insurance professional looking to grow your client base, improve your compensation opportunities, and build a business of your own? Or are you an investment professional, financial services representative, or high-performing customer service professional looking to transition into an entrepreneurial career? At Experior Financial Group, we help individuals build their own financial services practices with access to mentorship, training, insurance and investment solutions, and systems designed to support long-term business growth. Whether you’re an experienced advisor looking to take the next step or someone ready to enter the industry, there may be an prospect to build around your goals, schedule, and experience. Who We’re Looking For Experienced Insurance & Investment Professionals
* Life insurance advisors looking to expand their existing book of business.
* Financial professionals interested in additional product solutions and new client opportunities.
* Advisors seeking stronger mentorship, professional development, and support with applications, submissions, and compliance.
* Entrepreneurial professionals interested in developing a scalable financial services practice. Career Changers & Emerging Professionals
* Retail, hospitality, banking, and customer service professionals with strong communication skills.
* Individuals interested in financial education, insurance, investments,



and helping families make informed decisions.
* People who want to start part time while maintaining their current employment and potentially transition to full-time.

What We Offer
Business Ownership & Growth Develop your own book of business and build lasting client relationships, with opportunities to grow your practice over time. Flexible Work Structure Part-time and full-time pathways may be available, allowing you to build around your existing commitments and business goals. Mentorship & Professional Development Work alongside experienced professionals and receive guidance as you develop your skills, serve clients, and grow your practice. Operational & Compliance Support Learn the end-to-end process, including financial needs analysis, client documentation, applications, submissions, and compliance requirements. Performance-Based Compensation Compensation is tied to business production rather than a fixed hourly wage. Earnings are not guaranteed and depend on individual results, applicable contracts, and business expenses. Insurance & Investment Opportunities Depending on your licensing, qualifications, and applicable approvals, develop your ability to help clients explore insurance protection and investment solutions. What You’ll Do
* Build and maintain relationships with individuals, families, and business owners.




* Conduct financial needs analyses and help clients understand their protection and financial goals.
* Present suitable insurance and, where appropriately licensed, investment solutions.
* Develop referral networks and grow your client base.
* Complete applications, documentation, and submissions in accordance with regulatory and company requirements.
* Participate in ongoing training, mentorship, and professional development. What We’re Looking For
* A valid provincial life insurance licence (HLLQP) is an asset, but not always required to begin the licensing pathway.
* Investment licensing or relevant financial services experience is an asset for investment-related opportunities.
* Strong communication, relationship-building, and problem-solving skills.
* A willingness to learn, accept coaching, and follow compliance standards.
* An entrepreneurial mindset and an interest in building a long-term business. Why Consider This Opportunity? You don’t necessarily need to start from scratch. If you already have industry experience, the right environment can help you build on what you’ve learned. If you’re new to financial services, you can develop the necessary knowledge and licensing while working toward your goals. This is a commission-based, entrepreneurial opportunity, not a salaried position. Success requires consistent effort, client development, professional conduct, and a commitment to learning. Interested in Learning More? Apply through LinkedIn or send me a brief message outlining your background, current licensing, and what you’re looking to build professionally. I’m happy to have a conversation, learn about your goals, and see whether there’s a potential fit. There’s no obligation to move forward.

📌 Finance Associate (Toronto)
🏢 Elite leadership
📍 Toronto

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