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 clear client guidance
- Solid 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.

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