Consultant , Financial Services - Banking
Experior
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.
T
- ...The Role: As a Financial Associate, you will work directly with individuals, families, and business owners to provide insurance and investment solutions. This is a client-facing opportunity within a brokerage environment — not a back-office finance position. You will educate...SuggestedLong term contractFull timePart timeFor contractorsRemote workFlexible hours
- ...is a global broker providing access to Forex, CFDs, and other financial markets. We focus on transparency, efficiency, and client satisfaction... ..., and reliable support. We are seeking a Financial Operations Associate to join our team and support our global operations. In this...SuggestedRemote workNight shiftRotating shift
$59.5k - $84k per year
...Toronto, Ontario, Canada Hours: 37.5 Line of Business: Financial Crime Risk Management Pay Details: $59,500 - $84,000 CAD... ...oversight by reviewing trends, error drivers, and quality issues associated with EFTR reporting outputs. Identify, assess, and escalate...SuggestedFull timeWork from home$60k - $70k per year
...open dialogue with your recruiter who can provide you more specific details for this role. Job Description: Join Our Team as a Financial Planner Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial...SuggestedLong term contractWork from home$60k - $70k per year
...open dialogue with your recruiter who can provide you more specific details for this role. Job Description: Join Our Team as a Financial Planner Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial...SuggestedLong term contractFull timeWork from home- ...Job Overview We are seeking a highly skilled and detail-oriented Financial Controller to oversee the financial operations of our organization. The ideal candidate will be responsible for managing accounting functions, ensuring compliance with financial regulations, and...
- ...goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer...Long term contractFull timeWork from home
$60k - $70k per year
...open dialogue with your recruiter who can provide you more specific details for this role. Job Description: Join Our Team as a Financial Planner Are you a forward-thinking professional with a passion for empowering mass affluent clients through holistic financial...Long term contractFull timeWork from home- ...goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer...Long term contractFull timeWork from home
- ...contribute to the ongoing improvement of the overall branch customer experience through service and advice Complete a broad range of financial transactions (e.g., deposits, withdrawals, bill payments, and/or other transactions, as necessary) in an accurate and efficient...Full timeWork from home
- ...contribute to the ongoing improvement of the overall branch customer experience through service and advice Complete a broad range of financial transactions (e.g., deposits, withdrawals, bill payments, and/or other transactions, as necessary) in an accurate and efficient...Full timeWork from home
- ...impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate for our branch office who can guide customers to the appropriate staff member for resolving their...Full timeWork at officeWork from home
- ...and make customer interactions delightful one? Can you process financial transactions accurately and get a sense of achievement by providing... ...today and apply for the position of a Customer Experience Associate. We are expecting an all-around champion who can understand customer...Full timeWork from home
$59.5k - $84k per year
...Certificate Strong academic background (e.g., computer science, engineering) Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction,...Full timeWork from home$59.5k - $84k per year
...provide you more specific details for this role. Job Description: TBD Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction,...Full timeWork from home- ...conseils, des solutions et des services hautement personnalisés. L'équipe Planification financière comprend qu'aider les clients a établir et a réaliser leurs objectifs financiers tout en offrant une expérience client légendaire est essentiel pour assurer le succès de notre...Full timeWork from home
$59.5k - $84k per year
...automating tests and/or creating/enhancing automation frameworks. Associate Quality Engineer - Java/Python: Focuses on developing... ...asset Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by...Work from home$59.5k - $84k per year
...e.g. Computer Science, Engineering), or equivalent practical experience Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product...Full timeWork from home$69.7k - $98.4k per year
...this role. Job Description: TD Commercial Banking provides financial solutions to North American businesses. Our broad range of... ...management. Positions are available across Canada for the Commercial Associate program. Additional Information: Please note:...Full timeWork from home- ...designated Investment Advisor and team of Advisors? Then, the role of Associate Investment Advisor might be the right fit for you. This... ...and more) to ensure full client satisfaction. Demonstrate financial planning expertise to produce high quality plans through a well...Minimum wageFull timeLocal areaWork from home
- ...ability to discover and advise on meeting/exceeding customer needs by asking deeply curious and thoughtful questions • Improve customer financial confidence through ongoing dialogue and by answering questions • Engage in customer outreach (via phone, email, and other means)...Full timeWork at officeLocal areaWork from home
$60k - $70k per year
...goals discovery approach to wealth planning and protection to provide highly personalized advice, solutions and service to clients. The Financial Planning team understands that helping clients set and achieve their financial goals while delivering a legendary customer...Long term contractFull timeWork from home- ...provide you more specific details for this role. Job Description: The Commercial Banking Associate Program provides targeted training in the areas of relationship management, financial analysis, risk management and industry analysis. As an Associate, Commercial Banking, you...Full timeWork from home
- ...multidisciplinaire et permettent une très grande souplesse financière. L'associé, Services privés est chargé d'offrir un soutien ainsi que des... ...Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America...Full timeTemporary workWork from home
$43.3k - $56.7k per year
...If so, then get onboard for the position of PIA Client Service Associate . In this role, you will provide dedicated specialized... ...asset Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by...Work from home$18.6 per hour
...Overview The Sales Associate is a frontline team member who helps bring sneaker culture to life in a fun, welcoming way for customers of all ages. This role is all about connecting with kids and families, sharing product knowledge, and creating a positive, high energy store...Weekly payPart timeFlexible hoursAfternoon shift$81.6k - $115.2k per year
...customer markets ~ Skill in using computer applications including MS Office Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction,...Long term contractFull timeWork from home$20 - $30 per hour
...continued development through exposure and experience. As a Retail Associate within our boutiques, you will be part of the team responsible... ...in your wellbeing goals, be it physical, mental, social, or financial. Aspirational Workspace - Our boutiques are specially...Hourly payFull timeInternshipLocal area$81.6k - $115.2k per year
...Work Location: Toronto, Ontario, Canada Hours: 37.5 Line of Business: Financial Crime Risk Management Pay Details: $81,600 - $115,200 CAD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities...Work at officeWork from home- ...meet the complex needs of our clients. Job Description: The Associate, CNA role is the natural entry point into CNA for individuals... ...with applicable internal and external requirements (e.g. financial controls, risk policies) to increase profitability and enable business...Full timeWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Consultant , Financial Services - Banking. Be the first to apply!
- associate financial representative Canada
- financial advisor - investment & retirement planning Canada
- financial planning consultant Canada
- financial planner work from home Canada
- financial services associate Canada
- financial advisor trainee Canada
- financial advisor - full time Canada
- financial planner bmo Canada
- financial advisor part time Canada
- financial advisor Canada
