Financial Associate
Job Description
We are expanding our financial services team and seeking entrepreneurial individuals who want to build their own client portfolio and income stream in the insurance and investment space.
This is an independent contractor opportunity, not a salaried employment role.
This is not a back-office position. You will work directly with families, business owners, and individuals to help them understand protection, savings, and long-term wealth strategies.
If you are ambitious, people-oriented, and willing to learn, this opportunity provides structured training, mentorship, and a scalable path for income growth. This role is ideal for individuals who are comfortable with performance-based income and want ownership over their results.
What You Will Do
• Conduct client discovery meetings to understand financial goals
• Educate clients on insurance, investment, and protection strategies
• Assist with policy applications and investment account setups
• Participate in weekly training and development sessions
• Build and manage your own book of business over time
• Pursue optional leadership opportunities for those interested in growing a team
Who This Is For
• Strong communicators with a professional mindset
• Self-motivated individuals comfortable with performance-based income
• Individuals willing to obtain required insurance and financial licenses
• Entrepreneurial mindset is required
• Experience in sales, finance, banking, customer service, or business development is helpful but not required
What You Gain
• Full control over your schedule
• Ownership of your client relationships
• Unlimited earning potential based on performance
• Structured mentorship from experienced advisors
• Optional leadership and override growth path
• A scalable business model within a national brokerage
Compensation Structure
This is a 100% commission-based role.
There is no base salary. Income is earned through commissions and production-based bonuses. High performers are rewarded directly based on results.
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How to Apply
Ready to start your career as a Financial Associate at Experior?
- Click the "Apply Now" button below.
- Review the safety warning in the modal.
- You will be redirected to the employer's official portal to complete your application.
- Ensure your resume and cover letter are tailored to the job description using our AI tools.
Frequently Asked Questions
Who is hiring?▼
This role is with Experior in Ottawa.
Is this a remote position?▼
This appears to be an on-site role in Ottawa.
What is the hiring process?▼
After you click "Apply Now", you will be redirected to the employer's official site to submit your resume. You can typically expect to hear back within 1-2 weeks if shortlisted.
How can I improve my application?▼
Tailor your resume to the specific job description. You can use our free Resume Analyzer to see how well you match the requirements.
What skills are needed?▼
Refer to the "Job Description" section above for a detailed list of required and preferred qualifications.