Join Our Team
At Marckell Financial Solutions, we are always looking for motivated individuals who want to grow in the financial services industry. If you are passionate about helping families, learning new skills, and building a long-term career, we would love to connect with you.
This opportunity may be a good fit if you are self-motivated, coachable, interested in financial services, and looking for a flexible career path.
ROLE/DESCRIPTION
Experior Financial Group is looking for Financial Associates all across Canada.
A large part of our success is due to our client solutions built with our proprietary Expert Financial Analysis software (EFA). It provides our clients with a simple easy to follow financial program offered exclusively through Experior Associates to help clients reach their financial needs and goals for retirement and more.
Experior has extensive experience in dealing with a wide range of clients. Thus, we understand that every client is different, and we design customized financial approaches fitting to our clients needs.
POSITION SUMMARY
As an Associate at Experior Financial Group, you’ll be an integral member of a team that helps clients reach their financial goals. You’ll need to be professional and friendly when providing services as you assemble a plan that works for your clients. You’ll offer your clients high-quality expert advice. You’ll own your Book of Business from day one and work towards reaching promotions based on personal production while building a team.
RESPONSIBILITIES
- Provide clients with a consultation to determine their current financial situation, including following through on client requests, anticipating client needs, and providing end-to-end guidance.
- Based on their individualized needs analysis, the financial associate prepares recommendations for customized financial solutions to current and potential customers
- Help clients identify risk and manage it appropriately, by understanding the latest developments in the financial world and sharing with client’s information that can help them make informed decisions.
- Complies with all the company’s risk and regulatory standards, policies, and controls
REQUIRED SKILLS
- You can think creatively and solve problems in a fast-paced.
- You have excellent problem-solving and analytical skills, including the ability to make sound judgments based on available data and information.
- You establish relationships with new and existing clients, gaining insights into their unique needs through conversations, establishing trusting rapport that leads to long-term business partnerships.
- You must have your LLQP Liscense or willing to obtain one.
- Our associates need to be self-directed, hardworking individuals.
- You are a listener and an effective communicator.
- This is not a salary-based position
Be Part of Something Bigger — Join
the Experior Family
Get In Touch
Your next career move starts with a single conversation. Fill out the form below and I'll reach out to walk you through what joining the Experior family looks like — or if you prefer, feel free to schedule a Zoom meeting directly. No pressure, just possibilities.