Finance Associate

** Also open to those that are unlicensed looking to join the industry**

Are you a licensed financial professional looking for more freedom, ownership, and growth in your career?

Or a newly licensed advisor ready to build your business your way with the full backing of a proven, agent-owned platform?

We are expanding our team of Licensed Insurance & Investment Advisors across Canada and the U.S., offering a unique environment where independent advisors thrive.

• Entrepreneurial Freedom: Build your own business under an established national brand while keeping your independence.
• Unlimited Earning Potential: 100% commission-based structure with performance bonuses, equity programs, and leadership overrides.
• Remote or Hybrid Options: Work from anywhere or collaborate with our in-office teams across multiple regions.
• Comprehensive Product Access: Life, health, investment, and wealth solutions through top industry carriers.
• Mentorship & Leadership Path: Gain direct mentorship from top-performing Executive Directors and access to business-building systems designed to help you fast-track your success.
• Ownership & Equity: Become part of an agent-owned model where your efforts build long‑term value and not just commissions.

• Help families and business owners make smart decisions about protection, wealth accumulation, and financial independence.
• Develop customized insurance and investment strategies that align with client goals.
• Grow and manage your client base while leveraging our training, CRM systems, and marketing support.
• Optionally, recruit and mentor your own team of advisors as you scale into leadership.

• Holds a valid Life Insurance and/or Mutual Funds (or equivalent) license in your province or state.
• Entrepreneurial mindset with strong integrity, work ethic, and leadership ambition.
• Excellent communication skills with a passion for financial education and helping others succeed.
• Self‑motivated, adaptable, and driven to build a lasting business.

• 100% commission-based with performance bonuses, overrides, and ownership opportunities.
• Flexible hours: full‑time or part‑time; you control your schedule and your income.

This isn't a job;
It's a partnership.

We are building something bigger: a network of like‑minded entrepreneurs redefining the future of financial services through leadership, collaboration, and ownership.