Insurance and Financial Advisor (Training & Licensing Provided)

Company Description Wisdom Connect is a financial advisory and business coaching firm based in Winnipeg, Manitoba, led by Funmi Ojajuni. We support individuals, families, and business owners who want clear financial direction and structured growth, with a focus on education, planning, and accountability. Our approach guides clients through financial planning, investment strategy, insurance protection, and coaching built around real goals, and we’re now growing our advisory team to serve clients across Canada and the United States. Role Description We’re looking for motivated Insurance & Financial Advisors to join our growing team. This role is ideal for someone who wants to build a career in financial services, or add a flexible income stream, while helping families and business owners plan with confidence. Key Responsibilities Meet with clients to understand their financial goals and current position Recommend insurance and financial solutions aligned with client needs Build and maintain long-term client relationships Stay current on products, licensing requirements, and industry standards Represent Wisdom Connect’s values of clarity, structure, and accountability What We’re Looking For Must be eligible to work in Canada Self-motivated with strong communication skills Coachable, people-first mindset Prior experience in insurance or financial services is an asset, but not required Licensed advisors welcome; support provided for those pursuing licensing What’s Provided Support to obtain your license, if not yet certified Mentorship from an experienced advisor and business coach Professional training in financial education and client services A flexible, growth-focused environment Room to grow within a structured, supportive team Flexible schedule (part-time or full-time) Compensation Performance-based, commission-only structure Income potential scales with consistency and client impact. No income cap for high performers. How to Apply Interested candidates should email a brief resume (and follow our LinkedIn page), to the Hiring Manager at: [email protected] Shortlisted candidates will be contacted for an introductory conversation.

Meet with clients to understand financial goals and recommend aligned insurance and financial solutions. Build long-term client relationships while staying current on industry standards and licensing requirements.

Candidates must be eligible to work in Canada and possess a self-motivated, people-first mindset. Prior experience in financial services is an asset, but the company provides support for those pursuing licensing.

• Licensing Support • Mentorship • Professional Training • Flexible Schedule

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Financial Planning
• Investment Strategy
• Insurance Protection
• Client Relationship Management
• Communication Skills
• Financial Education
• Business Coaching

• Finance & Accounting
• Sales
• Consulting
• Management & Leadership

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Postuler avant le

14 févr. 2027

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Exigences de lieu

Country, Winnipeg, Manitoba, Canada

Niveau d’expérience

Mid-Senior level

Mode de candidature

La candidature directe est offerte