Financial Associate

Experior
Canada
$40K a year
Full-time

Experior Financial Group is a financial services company that helps individuals and businesses with their financial planning.

They offer services like insurance, investments, retirement planning, estate planning, and debt management.

Company Details

  • Founded : 2014
  • Headquarters : Guelph, Ontario, Canada
  • Services : Insurance, investments, retirement planning, estate planning, and debt management.
  • Network : Advisors across Canada and the U.S.

Company Culture

Experior Financial Group values integrity, professionalism, and teamwork. They encourage advisors to grow their businesses and build strong client relationships in a supportive and collaborative environment.

Key aspects of the culture include :

  • Entrepreneurial Spirit : Advisors can run their own practices with company support.
  • Continuous Development : Ongoing training and learning opportunities.
  • Client Focus : Prioritizing personalized financial solutions for clients.
  • Collaboration : A sense of community and teamwork among advisors.

Benefits

Experior Financial Group offers several benefits to advisors and employees :

  • Training Programs : Extensive training resources.
  • Flexible Work Environment : Flexible schedules and work locations.
  • Competitive Compensation : Performance-based pay.
  • Mentorship and Support : Guidance from experienced professionals.
  • Advanced Technology : Modern tools for efficient work.
  • Health and Wellness : Benefits supporting health and well-being.

Experior Financial Group provides a supportive environment for advisors to thrive and deliver excellent service to their clients.

The Role

You will be responsible for :

  • Assist clients with questions
  • Provide them with our budgeting tools (you will be trained on this)
  • Assist customers with products and services that we provide that suits their individual
  • needs (such as debt consolidation, insurance, investments, etc)

Ideal Profile

  • No experience needed, looking for ambitious individuals.
  • Some one who has dreams of their boss, and runs their own time.

What's on Offer?

  • Leadership, management Role
  • A role that offers a breadth of learning opportunities
  • Flexible working options
  • 6 days ago
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