You are good with people. You communicate well. You work hard. And now you may be looking for a career path where your growth is connected to the skills you build, the people you serve, and the professional standards you develop.
This opportunity is for individuals who are ready to learn the financial services industry the right way.
Canadian Wealth Planners is a financial services office based in Ontario. Our focus is on financial education, insurance-based protection strategies, retirement planning concepts, and helping families better understand the financial decisions that affect their future.
We are looking for coachable, motivated, purpose-driven individuals who want to develop into client-focused financial services professionals through mentorship, licensing preparation if needed, field training, and a structured development process.
Why This Role Is Different
Many people who want to enter financial services do not know where to start. The industry is regulated, the licensing process can feel unfamiliar, and many new people need more than motivation they need structure, guidance, systems, and mentorship.
We are designed to provide that foundation.
You will not be expected to figure this out alone. You will be introduced to a structured development environment that includes mentorship, licensing preparation if needed, financial education, client communication training, CRM systems, AI-powered productivity tools, and ongoing support from experienced licensed representatives.
This opportunity is not just about learning sales. It is about learning how to communicate professionally, serve families responsibly, follow a compliant process, and build the habits required for long-term growth in financial services.
What You Will Learn
Our development process is designed to give you a real foundation in financial services, client education, and professional business development.
You will learn:
- How the Canadian financial services and insurance industry is structured
- How life insurance, income protection, debt reduction, wealth-building fundamentals, and retirement planning concepts fit into a family’s financial picture
- How to have trust-based, needs-focused conversations with individuals and families
- How to educate clients without pressure, exaggeration, or unapproved claims
- How to schedule appointments, follow up professionally, and manage a client pipeline
- How to use CRM systems, calendars, activity tracking, and automation to stay organized
- How to use AI-powered productivity tools to improve follow-up, communication, planning, and workflow efficiency
- How to build a professional online and offline presence in a compliant and ethical way
- How to (if needed) prepare for the provincial licensing process and understand what is required before conducting insurance business
- How to improve communication, presentation, leadership, and relationship-building skills
- How to grow through mentorship, field training, continuing education, and approved development opportunities
For candidates who are serious about long-term growth, our firm encourages ongoing education in client service, retirement planning concepts, leadership development, advanced financial-services training, and professional designations where applicable and approved.
What We Provide
- One-on-one mentorship with experienced licensed representatives
- Group training and coaching sessions
- Licensing exam preparation and study support
- Financial services product and concept education
- Sales process, appointment-setting, and client follow-up training
- CRM and pipeline management training
- AI-powered productivity, follow-up, and automation training
- Client communication and professional presentation development
- Business development and sales system guidance
- Leadership development opportunities for qualified candidates
- A structured onboarding and field training process from the first week forward
- A team environment focused on growth, accountability, professionalism, and client service
Who We Are Looking For
A financial background is not required but is an assest. The right person for this role has character, coachability, professionalism, and the willingness to develop.
You may be a strong fit if you are:
- Coachable and open to feedback
- A strong communicator in person, by phone, and in writing
- Comfortable introducing yourself and building trust with new people
- Self-motivated, organized, and consistent
- Professional in your attitude, appearance, and follow-through
- Interested in financial education, business development, leadership, or entrepreneurship
- Willing to complete the licensing and compliance steps required in this industry if not already licesend
- Committed to serving clients with integrity
Experience in sales, customer service, banking, insurance, real estate, teaching, coaching, tax preparation, immigration consulting, management, or entrepreneurship can translate well into this role, but it is not required.
Compensation
This is a commission-based independent contractor opportunity. There is no base salary or hourly wage.
Commissions may be earned only after the required licensing, contracting, and compliance steps have been completed, and only when eligible business is submitted, approved, issued, and paid according to applicable company and product-provider rules.
Earnings are not guaranteed and vary based on licensing status, activity level, client needs, product suitability, approved business, persistency, and compliance requirements.
Full compensation details will be reviewed during the selection process so candidates understand the structure before proceeding.
Licensing and Onboarding
Before conducting insurance business, candidates must complete applicable licensing, onboarding, contracting, and compliance requirements. Specific requirements depend on province and company procedure.
These details will be reviewed personally with each selected candidate before any next steps are taken.
How to Apply
Our selection process is straightforward:
- Apply on Indeed
- Introductory phone call
- Online information session
- One-on-one interview
- Licensing and onboarding review for selected candidates
Qualified candidates will be contacted within 3 to 5 business days.
If you are coachable, professional, and serious about learning how to serve families in financial services, we would like to hear from you.
Pay: $45,890.00-$95,680.00 per year
Benefits:
- Company events
- Disability insurance
- Life insurance
- Work from home
Experience:
- Sales: 1 year (preferred)
- Customer service: 1 year (preferred)
Licence/Certification:
- LLQP License (preferred)
- MFDA (preferred)
Work Location: Hybrid remote in Mississauga, ON L4Z 1P1
