What are the responsibilities and job description for the Financial Services Professional position at Experior Financial Group?
Experior Financial Group Inc., a 100% Canadian owned and operated company, has a talented and diverse workforce dedicated to shared values and encouraging growth and achievement. Our founders bring over 30 years of combined experience in the financial services industry. Recently expanded into the USA, with the head office in Cheektowaga, New York, our 9400 team of licensed Financial Associates is spread across North America to handle all insurance and investment needs. We offer comprehensive training and mentorship for career development, and have been certified as a Great Place to Work® in Canada for May 2024 and May 2025.
This is a full-time remote role for a Financial Services Professional. The position involves day-to-day tasks such as financial planning, retirement planning, and providing financial advice and services to clients. The individual will be responsible for managing client relationships, performing financial analyses, and assisting clients in making informed financial decisions. The role requires maintaining up-to-date knowledge of financial products and services, as well as ensuring compliance with regulatory standards.
- Financial Planning, Finance, and Retirement Planning skills
- Strong Communication skills
- Experience in Financial Services
- Excellent interpersonal and client relationship skills
- Ability to work independently and remotely
- Bachelor’s degree in Finance, Economics, Business, or a related field
- Professional certifications such as CFP, RFP, or equivalent are advantageous
