At a Glance
- Tasks: Help clients manage finances with personalized strategies and ongoing guidance.
- Company: Join World Financial Group, a leader in empowering financial professionals.
- Benefits: Flexible remote work, comprehensive training, and opportunities for personal growth.
- Other info: No prior experience needed; we provide the training you need to succeed.
- Why this job: Make a real difference in people's lives while building your own business.
- Qualifications: Skills in financial planning, strong communication, and a self-motivated attitude.
The predicted salary is between 41850 - 51150 $ per year.
Company Description
World Financial Group (WFG) is a financial services organization focused on giving people from diverse backgrounds the opportunity to build their own financial services businesses.
WFG empowers independent financial professionals with training, tools, and a broad range of financial products to help individuals and families pursue more secure financial futures.
The company emphasizes access to financial knowledge and resources so clients can better prepare for life events, retirement, and long-term goals.
By supporting entrepreneurship in financial services, WFG aims to expand financial literacy and enable more people to make informed financial decisions.
More information is available at www. worldfinancialgroup. com.
Role Description
This full-time remote role as an Independent Financial Advisor at WFG involves helping clients understand and manage their finances through personalized strategies.
Day-to-day responsibilities include meeting with clients virtually, assessing their financial goals and current situation, and developing tailored plans for savings, investments, retirement, and risk management.
The advisor will present suitable financial products, explain options in clear terms, and provide ongoing guidance as client needs evolve.
The role also includes building and maintaining a client base, staying current with financial markets and regulations, and collaborating with WFG's support resources and training programs to enhance service quality.
Qualifications
- Candidates should possess skills in Financial Planning and Retirement Planning to design comprehensive, long-term strategies for clients.
- Candidates should possess skills in Finance and Investments to analyze options and recommend appropriate solutions based on client objectives and risk tolerance.
- Candidates should possess skills in Financial Advisory to deliver clear guidance, explain complex concepts, and support informed decision-making.
- Strong interpersonal and communication skills, with the ability to build trust and maintain long-term client relationships.
- Self-motivated, organized, and comfortable working in a remote, entrepreneurial environment.
- Relevant licenses or certifications (such as securities, insurance, or financial planning credentials) are highly beneficial and may be required based on product offerings and jurisdiction.
- Prior experience in financial services, banking, insurance, or a related field is an asset but not mandatory; WFG provides training and development opportunities.
Independent Financial Advisor in Calgary employer: World Financial Group (WFG)
World Financial Group (WFG) offers a unique opportunity for individuals from diverse backgrounds to build their own financial services businesses. The company provides extensive training, tools, and a wide range of financial products, fostering an entrepreneurial spirit and promoting financial literacy. WFG's supportive environment empowers independent financial professionals to help clients achieve their financial goals and secure their futures.
Contact Details:
World Financial Group (WFG) Recruitment Team
