Job Description
We are expanding our Canadian financial education and planning practice and are seeking motivated individuals interested in building experience in the financial services industry.
This is a remote, part-time opportunity with performance-based compensation and structured training support. The role is suitable for working professionals, students or career changers looking to enter financial services.
About the Role
You will work alongside licensed financial professionals assisting individuals and families in understanding foundational financial concepts and planning strategies. No prior industry experience is required, training and licensing guidance are provided.
Responsibilities
- Assist with financial education sessions and client support
- Help onboard and follow up with clients
- Attend scheduled virtual training workshops
- Learn financial planning tools and licensed products
- Work with senior advi...
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