Financial Advisor

Job summary

The Financial Advisor will conduct virtual financial needs analyses to provide personalized insurance and financial strategies for clients. They are responsible for maintaining long-term client relationships and staying current with industry regulations and products.

Job details

Company Description Greatway Financial Inc. is a Canadian Managing General Agency (MGA) dedicated to helping families build financial protection through life insurance and related solutions. Working with leading insurance providers across Canada, Greatway supports individuals, families, and business owners in strengthening long-term financial security through education and needs-based guidance. With a nationwide network of over 4,200 licensed life insurance agents, the company focuses on building trusted relationships so clients can make informed decisions about their future. Greatway offers solutions including life, illness, and disability insurance, mortgage protection, business insurance, and legacy and estate planning. Guided by the philosophy “Investing in Happiness, Investing in You,” Greatway fosters a growing community of professionals committed to protecting families and supporting one another. Role Description This is a part-time remote role for a Financial Advisor at Greatway Financial Inc. The Financial Advisor will meet with clients virtually to assess their financial protection needs, provide education on insurance and financial solutions, and recommend strategies that support long-term security. Day-to-day responsibilities include conducting financial needs analyses, preparing personalized recommendations, and explaining options such as life, illness and disability, mortgage, and business insurance solutions. The role involves maintaining ongoing client relationships, following up to review plans, and supporting clients as their circumstances change. The Financial Advisor will also participate in training and development, stay current with industry regulations and products, and collaborate with Greatway’s network of professionals. Qualifications Strong Financial Planning and Retirement Planning skills, with the ability to assess client needs and develop tailored strategies. Solid grounding in Finance and Investments, including understanding of risk, returns, and long-term security considerations. Experience or interest in Financial Advisory work, providing needs-based guidance and clear explanations of financial protection options. Excellent communication and interpersonal skills, with the ability to build trust and maintain long-term client relationships. Comfort with remote work, including proficiency with virtual meeting tools and digital documentation. Ability to work independently, manage time effectively, and handle multiple client relationships in a part-time capacity. Completion or pursuit of appropriate licensing for life and health insurance in the relevant Canadian province (or willingness to obtain). Previous experience in financial services, insurance, sales, or client advisory roles is an asset, but diverse professional backgrounds are welcome.

What you’ll do

The Financial Advisor will conduct virtual financial needs analyses to provide personalized insurance and financial strategies for clients. They are responsible for maintaining long-term client relationships and staying current with industry regulations and products.

Requirements

Candidates should possess strong financial planning skills and the ability to work independently in a remote environment. Completion or pursuit of appropriate life and health insurance licensing in the relevant Canadian province is required.

Listed skills

• Time management · Preferred
• interpersonal skills · Preferred
• Sales · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Financial analysis · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Retirement Planning
• Life Insurance
• Needs-based Guidance
• Financial Analysis
• Communication
• Interpersonal Skills
• Virtual Meeting Tools
• Digital Documentation
• Time Management
• Sales
• Client Advisory
• Estate Planning
• Risk Assessment
• Investment Knowledge

Job areas

• Finance & Accounting
• Sales
• Consulting