What are the responsibilities and job description for the Experienced Financial Security Associate position at Experior Financial Group?
Company Description
Experior Financial Group Inc. is a 100% Canadian owned and operated company with over 30 years of expertise in the financial services industry. With our recent expansion into the USA and a head office in Cheektowaga, New York, we now have a team of 9,400 licensed Financial Associates across North America. We pride ourselves on fostering growth, empowering careers, and supporting diversity within our workforce. Our company provides comprehensive training, mentorship, and resources to help team members achieve their professional goals. Recognized as a Great Place to Work® in Canada for 2024 and 2025, Experior Financial Group offers a dynamic environment for individuals with aspirations of leadership or entrepreneurship.
Role Description
This is a full-time remote role for an Experienced Financial Security Associate. In this position, you will deliver high-quality financial support, including preparing and analyzing financial statements, conducting financial reporting, and assisting with strategic financial planning. The role also involves applying analytical skills to assess financial data and trends, as well as communicating effectively with clients and team members to provide tailored financial solutions. This is a 100% commissioned based opportunity.
Qualifications
- Proficiency in interpreting Financial Statements and Financial Reporting
- Strong Analytical Skills and a solid understanding of finance concepts
- Exceptional Communication skills to liaise with team members and clients effectively
- Proven organizational skills, attention to detail, and time management abilities
- Minimum of a bachelor's degree in Finance, Accounting, Economics, or a related field
- Relevant certifications such as CPA, CFA, or similar credentials are advantageous
- Ability to work independently in a remote environment