Financial Advisor

BenefitsPulled from the full job description

• Flexible schedule

 

Full job description

Overview

We are seeking a dedicated and knowledgeable Financial Advisor to join our team, willing to train new to the business candidates. We are a reputable marketing and financial services firm known for it's rigorous, human-focused, holistic and strategic approach. Specializing in wealth management, insurance, and financial planning, we serve a diverse clientele with tailored solutions focusing on performance and long term sustainability.

Our reputation is built on our commitment to giving excellent advice suited to our clients specific needs, the integrity of our practices and the quality of our client support.

We are building a team of committed professionals who want to either start their own firm or join a vibrant, high-performing team in the financial services industry. We offer complete support, structured training, and access to over 50 partner financial institutes.

Why join us?

You have the opportunity to work remotely and enter a secure profession within a globally established company while also developing your own market. Whether you are looking to to increase your income part-time or launch a full-time financial career, this business opportunity has everything you need.

• Income directly tied to effort-no more lack of recognition
• Full autonomy-complete control of your schedule for unmatched work/life balance
• Phenomenal advancement opportunity-top performers can operate independently and build additional residual income

Unlimited training and support-access to high-level resources, because excellence should never be left to chance

Our onboarding process is designed for both those making a full career transition and those who wish to keep their current job while training, allowing for a smooth and secure transition

Main Responsibilities

• Build and maintain strong customer relationships
• Stay up to date with industry standards to provide high-quality advice
• Contribute to market development strategy
• Perform performance reports
• Remain accountable, and coachable, to your trainer, who will guide you through a professional, institutional-level development program

At Novara Financial, we're more than a financial-services marketing organization. We partner with trusted partners to deliver life insurance, retirement strategies, investment solutions and more-all to help every family achieve financial independence.

As an independent associate, you become a business owner under our model-not a salaried employee-with the freedom to build your own income, brand and schedule

What you will do

• Sell financial-service products (e.g., life insurance, annuities, investments) through our partner companies
• Manage client relationships, guide them through their financial-planning journey, and deliver value
• Optionally recruit, mentor, and build your own team of licensed agents-generating overrides/bonuses in addition to your own production
• Be your own boss, set your own hours, work from anywhere with wi-fi, and build your own business according to your ambition

Who you are

• Entrepreneurial mindset: you are self motivated, disciplined, coachable, and ready to take ownership of your career and business.
• Comfortable networking, building relationships, and communicating- you enjoy helping others achieve financial success
• Willing to complete required provincial licensing exams(life insurance or securities) and a record check. No previous experience is required-there is extensive on-going training
• Understand that income is commission based and will build over time and are ready to invest in their own growth and business

What you get

• Unlimited earnings potential-your effort and production determines your income; there are no salary caps
• Flexible schedule & location freedom-work from home, from a coffee shop, where ever your ambition and laptop take you
• Support & training-access to company training programs, online education, licensing guidance, marketing systems, and mentorship
• Leadership & legacy potential-build a business that can grow, be passed on, and create impact for you, your family, and your team

Start-up cost-one-time onboarding fee of CAD $150 plus any licensing costs(varies by province)

Important considerations

• This is an independent contractor role, commission based-meaning income will vary and ramp up over time.
• Recruiting and team building are optional-you can focus solely on sales if you prefer
• Ideal with those seeking a flexible, entrepreneurial lifestyle rather than a traditional 9-5 job.
• Perfect for those wishing to transition into a new career and have the support needed to learn all they need to know to do it.

Ready to build a business-your business-with us?

We'd love to hear from you if you are ready to take charge of your future, help others gain financial independence and peace of mind, and build something meaningful that works for you.