Verified Job
Accounting - Finance
Financial Services Associate
Accounting - Finance
#692306
Remote / WFH
Job Description
Ace Leadership Development is seeking motivated individuals interested in building a career in financial services. This is an independent contractor, performance-based role focused on client education, investment and insurance solutions, and long-term professional growth.
Training and licensing guidance are provided. This role is suitable for individuals who value flexibility, learning, and multiple income opportunities within a professional environment.
Key Responsibilities
Support client education around investment, insurance and financial concepts
Assist with client follow-ups and documentation
Participate in training related to financial services and licensing
Communicate professionally with clients and team members
Maintain records in line with compliance standards
Compensation Structure
This role offers performance-based income, which may include:
Commission / active income
Renewal income (trails)
Personal activity and performance bonuses
Quarterly / builder bonuses
Leadership overrides
Long-term ownership-based income.
Commission-based compensation. No base salary.
Licensing & Requirements
Willingness to obtain or maintain a government license.
Coachable, professional, and self-motivated
Comfortable with client-facing work
Legally authorised to work in Canada.
Permanent Residency (Canada) – Important Note
Guidance may be available regarding professional development pathways that can contribute toward Canadian Permanent Residency eligibility.
Permanent Residency is not guaranteed.
Eligibility depends on individual circumstances, government regulations, and fulfillment of all legal requirements.
Terms and conditions apply.
Work Structure
Independent contractor role
Flexible schedule
Remote / hybrid and on-site options depending on location.
Job Types: Full-time, Part-time
Benefits:
Casual dress
Company events
Flexible schedule
On-site parking
Stock options
Work from home
Application question(s):
Application question(s):
1️⃣ Are you legally authorized to work in Canada as a Canadian citizen, Permanent Resident, or valid Work Permit holder?
(Please type “Yes” or “No”)
2️⃣ Are you comfortable working in a performance-based role with commissions and bonuses?
(Please type “Yes” or “No”)
3️⃣ Are you willing to commit time and effort to learn financial services and get licensed?
(Please type “Yes” or “No”)
4️⃣ Can you work independently and follow structured training and guidance?
(Please type “Yes” or “No”)
5️⃣ Are you open to both short-term active income and long-term residual income opportunities?
(Please type “Yes” or “No”)
Work Location: Hybrid remote in Mississauga, ON L4W 4P4
Training and licensing guidance are provided. This role is suitable for individuals who value flexibility, learning, and multiple income opportunities within a professional environment.
Key Responsibilities
Support client education around investment, insurance and financial concepts
Assist with client follow-ups and documentation
Participate in training related to financial services and licensing
Communicate professionally with clients and team members
Maintain records in line with compliance standards
Compensation Structure
This role offers performance-based income, which may include:
Commission / active income
Renewal income (trails)
Personal activity and performance bonuses
Quarterly / builder bonuses
Leadership overrides
Long-term ownership-based income.
Commission-based compensation. No base salary.
Licensing & Requirements
Willingness to obtain or maintain a government license.
Coachable, professional, and self-motivated
Comfortable with client-facing work
Legally authorised to work in Canada.
Permanent Residency (Canada) – Important Note
Guidance may be available regarding professional development pathways that can contribute toward Canadian Permanent Residency eligibility.
Permanent Residency is not guaranteed.
Eligibility depends on individual circumstances, government regulations, and fulfillment of all legal requirements.
Terms and conditions apply.
Work Structure
Independent contractor role
Flexible schedule
Remote / hybrid and on-site options depending on location.
Job Types: Full-time, Part-time
Benefits:
Casual dress
Company events
Flexible schedule
On-site parking
Stock options
Work from home
Application question(s):
Application question(s):
1️⃣ Are you legally authorized to work in Canada as a Canadian citizen, Permanent Resident, or valid Work Permit holder?
(Please type “Yes” or “No”)
2️⃣ Are you comfortable working in a performance-based role with commissions and bonuses?
(Please type “Yes” or “No”)
3️⃣ Are you willing to commit time and effort to learn financial services and get licensed?
(Please type “Yes” or “No”)
4️⃣ Can you work independently and follow structured training and guidance?
(Please type “Yes” or “No”)
5️⃣ Are you open to both short-term active income and long-term residual income opportunities?
(Please type “Yes” or “No”)
Work Location: Hybrid remote in Mississauga, ON L4W 4P4
