Advisor, Finance & Banking, Financial Consultant

Financial Advisor Next Level Insurance

Alberta, British Columbia, Saskatchewan, and Nova Scotia

Full-Time | Entrepreneurial Opportunity

Next Level Insurance is a family‑owned financial advisory and insurance firm headquartered in Red Deer, Alberta, serving clients across Alberta, British Columbia, Saskatchewan, and Nova Scotia. Our firm is built on relationships, trust, and a commitment to helping individuals, families, and business owners achieve long‑term financial clarity and security.

We specialize in comprehensive financial planning, retirement planning, estate planning, investment strategies, and insurance solutions. Our mission is to provide thoughtful guidance and personalized strategies that help clients move forward with confidence.

As our firm continues to grow across Western and Atlantic Canada, we are seeking a motivated and relationship‑driven Financial Advisor to join our team.

The Financial Advisor will work directly with individuals, families, and business owners to understand their financial goals and provide tailored recommendations across insurance, investments, retirement planning, and estate planning.

This opportunity is ideal for someone who is self‑driven, professional, and passionate about helping others while building a meaningful and rewarding career.

• Build and maintain long‑term client relationships grounded in trust and service
• Conduct financial needs analyses and develop customized financial strategies
• Provide guidance on retirement planning, investment solutions, and insurance protection
• Assist clients in protecting their families and financial future
• Maintain accurate and compliant client records
• Participate in ongoing training and professional development
• Deliver exceptional client service aligned with the Next Level Insurance standard

The ideal candidate is someone who:

• Is relationship‑oriented and genuinely enjoys helping people
• Demonstrates professionalism, integrity, and strong ethics
• Is motivated, disciplined, and entrepreneurial
• Has excellent communication and interpersonal skills
• Is coachable and committed to personal and professional growth
• Is comfortable working independently while supported by a strong team

Previous financial services experience is an asset, but not required. Training and mentorship are provided.

• Mentorship and support from experienced leadership
• Flexible working environment
• Opportunity to serve clients across multiple provinces
• Strong growth and income potential
• Established systems and operational support
• A meaningful and rewarding long‑term career

Next Level Insurance proudly serves clients across:

• Alberta
• British Columbia
• Saskatchewan
• Nova Scotia

If you are looking to build a meaningful career helping families and making a lasting impact, we would love to hear from you.

Please submit your interest or resume to:

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Next Level Insurance

Helping families move forward with clarity and confidence.