Deborah Emberley - Your Financial Advisor offering financial solutions - Careers
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Careers

Do you enjoy helping people? I am always looking for qualified individuals to join my TEAM. I am expanding aggressively in the region so consider talking to me about these opportunities.
  • Own your book of business.
  • Full or Part Time.
  • Flexible schedule.
  • Fantastic TEAM that works hard to help you succeed in the industry.
team

Open Positions

The following is a list of the positions available:

JOB DESCRIPTION

As a Licensed Financial Professional with us, you work with, and grow relationships with prospective and existing clients. You will provide your clients with proactive, professional advice and collaborate with our many partners and services to help clients with their goals and key life events.

Whether you are helping a client learn how to save, get out of debt or protect their family, you will have the pride of knowing you have provided valuable services that meet their current needs.

REQUIREMENTS

  • Must have a Valid Ontario Life Insurance License.
  • FULL or PART TIME positions available.

RESPONSIBILITES

  • Communicate with clients to learn about their needs and help them achieve their goals.
  • Provide professional advice and education about the many products that may help them with their specific situation.
  • Collaborate with market-leading professionals in financial planning, retirement planning and management to ensure clients receive customized and targeted expert advice.
  • Leverage our proprietary technology to deliver a great client experience resulting in a plan for the future by providing several options that often save them money and better protect them.
  • Use our contact and relationship building strategies, and support helping new families and community.

LOCATIONS

Across Ontario Canada

JOB DESCRIPTION

Don't have a license? Don't worry, I can help kick-start your success in the industry as an Associate until you become a Licensed Financial Professional.

As an Associate with us, you shadow me or a member of our licensed leadership team to grow relationships with prospective clients. Once you get your license you will provide your clients with proactive, professional advice and collaborate with our many partners and services to help clients with their goals and key life events. Until then I and other Licensed Financial Professionals will train you and work with any prospective clients that may need our assistance.

Whether your trainer is helping a client learn how to save, get out of debt or protect their family, you will have the pride of knowing you have introduced them to valuable services that meet their current needs.

REQUIREMENTS

  • Must be motivated and ethical.
  • Work towards Ontario Life Insurance License online.
  • FULL or PART TIME positions available.

RESPONSIBILITES

  • Work with the S.O.S. team to benefit clients by learning their specific needs and help them to achieve their goals.
  • Learn from Team Leaders to provide expert client management and assistance.

LOCATIONS

Across Ontario Canada

Get more information. I want to create a plan ASAP

GET INFORMATION
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We'll shine a light on your finances, turning stress into security and security into wealth.

I am a full service financial services broker that can assist families in the creation of a complimentary financial plan that includes analysis of your current situation and planning for future
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