Financial Advisor


Wealth builders University is a financial services company which is focused on helping middle income families in Canada and the United States achieve financial success through educational approaches and solutions. We also provide our agents a model with which to build their own brokerages and expand their organizations through agent attraction. Role Description This is a full-time remote role for a Financial Advisor. The Advisor will be responsible for helping clients manage their financial goals and providing customized financial advice.

The Advisor will also work closely with clients to develop investment strategies, manage their portfolios, and provide guidance on management of wealth. Advisors will also be able to attract other advisors and build their own brokerages within the firm. Duties Client consultation to understand their needs and develop plans to help them achieve their goals Build and maintain client relationships providing on-going support Stay informed on market conditions and industry developments Qualifications Strong customer service and communication skills Willing to obtain or already have a Provincial Insurance License On-going training and teaching is provided Previous experience in Insurance-related services is an asset Have a mindset of an entrepreneur Leadership and teamwork skills



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