First seen by our source: 2 hours ago
Financial Services Associate
@ Harmony Nexus Financial Group Inc.
Calgary, Alberta
SIGNALS
Overview
Experior Financial Group Inc. is hiring a full-time Financial Services Associate in Calgary, AB, on a hybrid schedule with some work-from-home flexibility. The role meets clients to assess insurance and investment needs, explains products, prepares proposals and processes applications, and requires provincial insurance and investment licences in Alberta.
Responsibilities:
- Meet clients to assess insurance and investment needs
- Explain financial products and services
- Analyze client financial information and prepare proposals
- Process applications and maintain compliant records
Requirements summary:
- Strong analytical skills and solid finance foundation
- Knowledge of insurance, investment and wealth products
- Excellent communication skills
- Alberta insurance and investment licences or willingness to obtain them
- Post-secondary education in finance or business preferred
Source and dates
Source type not verified · apify-linkedin
- Employer posting date
- Not provided
- First seen by our source
- 2026-11-14
- Source record updated
- 2026-11-14
These dates describe the source record, not a live verification that the employer is still hiring. Check the original posting.
Job details
| Seniority | Entry level |
| Department | Sales |
| Hours per week | 40 (estimated) |
| Travel | air: none · ground: none |
| Work setting | Office, Home |
| Position | Mostly sitting |
| Physical demands | physical low · computer high |
| Languages | English |
| Education | College diploma (preferred), Bachelor’s degree (preferred) |
| Fields of study | Finance, Business, Economics |
| Perks mentioned | Paid training |
Summary and details written by AI from the posting; the employer’s posting is the authority.
Harmony Nexus Financial Group Inc.
| Field | Value |
|---|---|
| Open jobs on Jobsy | 1 |
Job description
Company Description Experior Financial Group Inc. is a 100% Canadian-owned and operated financial services company, recently expanded into the USA with its head office in Cheektowaga, New York. Founded by industry professionals with over 30 years of combined experience, Experior supports a network of more than 18,000 licensed Financial Associates across North America. The organization focuses on shared values, collaboration, and growth, offering career paths ranging from associate roles to agency leadership and branch ownership. Team members receive training, mentorship, and tools to achieve their professional goals, whether they prefer to lead a team or work at their own pace. Experior has been certified a Great Place to Work® in Canada in both May 2024 and May 2025.
Role Description The Financial Services Associate is a full-time hybrid role based in Calgary, AB, with some flexibility for work from home. In this role, the associate will meet with clients to understand their insurance and investment needs, explain financial products and services, and provide tailored recommendations aligned with clients’ goals. Daily responsibilities include analyzing client financial information, preparing proposals, processing applications, and maintaining accurate records in compliance with regulatory requirements. The associate will collaborate with team members, participate in training and mentorship programs, and contribute to sales and service initiatives that support branch growth. The role also involves staying current with industry trends, product updates, and relevant regulations to provide informed, ethical guidance to clients.
Qualifications
Role Description The Financial Services Associate is a full-time hybrid role based in Calgary, AB, with some flexibility for work from home. In this role, the associate will meet with clients to understand their insurance and investment needs, explain financial products and services, and provide tailored recommendations aligned with clients’ goals. Daily responsibilities include analyzing client financial information, preparing proposals, processing applications, and maintaining accurate records in compliance with regulatory requirements. The associate will collaborate with team members, participate in training and mentorship programs, and contribute to sales and service initiatives that support branch growth. The role also involves staying current with industry trends, product updates, and relevant regulations to provide informed, ethical guidance to clients.
Qualifications
- Candidates should possess strong Analytical Skills and a solid foundation in Finance.
- Candidates should possess knowledge of Financial Services and related products (insurance, investments, and wealth management solutions).
- Candidates should possess excellent Communication skills, including the ability to explain complex financial concepts clearly and professionally.
- Candidates should possess awareness of Cybersecurity principles to help protect client information and follow secure data-handling practices.
- Relevant post-secondary education in finance, business, economics, or a related field is preferred.
- Licensing or willingness to obtain required provincial insurance and investment licenses in Alberta.
- Demonstrated customer service orientation, integrity, and commitment to compliance with financial regulations.
- Ability to work effectively in a hybrid environment, manage time independently, and collaborate with a diverse team.
Journal
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