Job opportunity
Financial Services Representative (In Training)
Ascenthya
Start a career in financial services with a firm that trains you from day one. This role is for people who do not hold a licence yet and want to build their own client practice in life insurance and investments.
You learn the work step by step: licensing, product knowledge, client conversations and running your own book of clients. A licensed mentor works with you until you are ready to meet clients on your own.
This is a commission-based role. There is no base salary. You are paid on the business you place with clients, so your income grows as your skills and client base grow.
What you will do
Complete the LLQP and/or CIFC courses and exams with our study plan and support
Learn how life insurance, living benefits, savings and investment products work
Join weekly training sessions and practice client conversations
Sit in on client meetings with a licensed mentor before leading your own
Help individuals and families understand their financial needs and options
Keep accurate notes and follow our compliance steps for every client
Requirements and qualifications
The legal age and status to work in Canada
Willing to complete the LLQP and CIFC courses and pass the provincial licensing exams
Able to pass the background check (required for licensing)
What you bring
A real interest in personal finance and in helping people make sound decisions
The discipline to study and keep a steady routine
Clear, honest communication in person and on virtual calls
Comfortable with a commission-based income while you build your client base
The legal age and status to work in Canada. Willing to complete the LLQP and CIFC courses and pass the provincial licensing exams. Able to pass the background check (required for licensing)
#J-18808-Ljbffr
Apply on source site You learn the work step by step: licensing, product knowledge, client conversations and running your own book of clients. A licensed mentor works with you until you are ready to meet clients on your own.
This is a commission-based role. There is no base salary. You are paid on the business you place with clients, so your income grows as your skills and client base grow.
What you will do
Complete the LLQP and/or CIFC courses and exams with our study plan and support
Learn how life insurance, living benefits, savings and investment products work
Join weekly training sessions and practice client conversations
Sit in on client meetings with a licensed mentor before leading your own
Help individuals and families understand their financial needs and options
Keep accurate notes and follow our compliance steps for every client
Requirements and qualifications
The legal age and status to work in Canada
Willing to complete the LLQP and CIFC courses and pass the provincial licensing exams
Able to pass the background check (required for licensing)
What you bring
A real interest in personal finance and in helping people make sound decisions
The discipline to study and keep a steady routine
Clear, honest communication in person and on virtual calls
Comfortable with a commission-based income while you build your client base
The legal age and status to work in Canada. Willing to complete the LLQP and CIFC courses and pass the provincial licensing exams. Able to pass the background check (required for licensing)
#J-18808-Ljbffr