Independent Financial Representative - Commission Based
Easy ApplyWe are seeking motivated and dependable individuals to join our team as Financial Representatives. This is an entry-level opportunity where you will be trained to help individuals and families with basic financial needs, including budgeting, insurance, investments, and long-term planning. If you： - Have strong communication skills - Have a solid network of friends, family, or community - Enjoy learning and helping out others financially You may be a perfect fit for a commission-based Independent Financial Representative opportunity!
- On-site
- Posted Aug 30, 2026
- 5 positions
Job summary
This is NOT a traditional job It’s a flexible side-income opportunity designed for people with real-life experience. This role offers performance-based income, meaning earnings are based on your activity and results. This structure provides flexibility and the opportunity to grow your income over time. Are you passionate about helping others and eager to turn that passion into a rewarding career? If so, we have an exciting opportunity for you to become a Financial Representative The best part? No prior experience is necessary, as we provide comprehensive training and certifications to help you succeed in this role. As a Financial Representative, your primary responsibility will be to educate clients in simple financial concepts and help create and implement customized financial plans to achieve the clients' financial goals. You will work closely with clients to understand their financial problems, needs and wants, and providing expert advice and personalized recommendations. Your duties will include: • Processing financial documents & statements from clients • Ensuring compliance with industry standards and regulations • Collecting and analyzing data for financial reports/summaries • Creating and implementing customized financial strategies for clients based on situation • Staying up-to-date with market trends, industry news, and new financial information to better serve clients. Representatives are required to obtain an LLQP licenses by FSRAO and/or IFC licenses by OSC. No previous travel industry experience is required, but strong communication skills, a willingness to learn, and an existing client or community network are great assets. We especially welcome candidates in the North York, Scarborough, Toronto areas who have community connections, client relationships, or social media experience on platforms such as LinkedIn, Facebook, Instagram, WeChat, or Rednote.
What you’ll do
• Assist clients with financial education and planning • Provide guidance on insurance and savings strategies • Build and maintain client relationships • Participate in ongoing training and team meetings
Requirements
• Strong communication skills • Self-motivated and coachable • Comfortable working with people • LLQP (Life License Qualification Program) and/or IFC license required, or willingness to obtain • No prior experience required (training provided) If you are looking for a flexible opportunity to learn, grow, and build new skills, we encourage you to apply.
Benefits
• Flexible work schedule (part-time or full-time) • Comprehensive training and mentorship • Performance-based compensation with no cap on earnings • Opportunities for career growth and advancement
Listed skills
- Customer servicePreferred
- Problem solvingPreferred
- OrganizationPreferred
- LeadershipPreferred
- SalesPreferred
- CommunicationPreferred
- EnglishPreferred