
Financial Planning Specialist
7 days ago
Financial Planning Specialist Opportunity
A dynamic and rewarding career path awaits in the field of financial planning, where you can help clients achieve their long-term financial goals and enjoy a sense of fulfillment.
About the Role
We are seeking highly motivated individuals to fill the role of Financial Planning Specialist. As a Financial Planning Specialist, you will conduct thorough financial needs analyses for insurance, investments, and retirement planning, and build lasting relationships with clients.
- Key Responsibilities:
- Conduct comprehensive financial needs analysis in insurance, investments & retirement planning
- Develop and maintain long-term client relationships
- Utilize digital tools to engage clients effectively
- Complete CMFAS licensing exams (sponsored)
- Participate in training and team activities
What We Offer:
- 100% Commission-Based Earnings: $30,000-$60,000 in Year 1, top performers > $100k
- Growth potential: Career advancement opportunities, mentorship and structured development
- Work-life balance - Flexible schedule; your effort determines your income
- Entrepreneurial success - Build your own business within our supportive framework
Requirements:
- Local Polytechnic Diploma or Degree; No experience required - comprehensive training provided
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