Careers
You are an accomplished Life Insurance Advisor with a track record for success. Are you ready to take your career to new heights and make a profound impact on your clients' financial journeys.
This is a full-time extraordinary entrepreneurial opportunity in the High Net Worth market.
As an entrepreneur, you are a team player and proud to exemplify adherence to industry ethics & standard. Your client’s needs are foremost in your mind.
Qualifications:
- Minimum of 5 years of experience as a Life insurance advisor, delivering outstanding results in Life Insurance, Wealth Management, Investment Planning, and Financial Planning.
- Bachelor’s degree in finance, Economics, or a related field.
- Relevant certifications such as LLQP (must) and CFP (preferred).
Vision Financial Group Inc. (operating as Sharma Wealth Management) is a 18 year old Financial Services Company based in Toronto, ON. We are involved in Investment Planning, Risk Management. Estate Planning, Banking, Group Plans, and Tax Planning. Offered to both Corporate and Individual clients.
We are recognized as a High achieving organization by our dealer partners and our clients.
The company is in growth mode and we need talented people to join our team and share in our success. If you are dynamic and looking for a challenge we want you!
Job Type: Full-time, Remote
Send your Resume and cover letter to us today.
You have 5 years experience in Financial Planning, or Life Insurance (all aspects). You want to grow and expand your business or you would like an exit plan that takes care of your clients.
You have a book of business that is +$30M
Your insurance business books a FYC of $50K/yr.
We are interested in partnering, and/or acquiring your business.
Benefits;
- As a partner you will have access to well known brands, Sharma Wealth Management
- Lucrative payouts
- Marketing support
- Compliance/Back office support
- Advanced training on comprehensive financial planning targeting high net worth clients
- Cross sell opportunities with no Ontario geographic limitations
Vision Financial Group Inc. (operating as Sharma Wealth Management) is a 13 year old Financial Services Company based in Toronto, ON. We are involved in Investment Planning, Risk Management. Estate Planning, Banking, Group Plans, and Tax Planning. Offered to both Corporate and Individual clients.
We are recognized as a High achieving organization by our dealer partners and our clients.
The company is in growth mode and we need talented people to join our team and share in our success. If you are dynamic and looking for a challenge we want you!
Send your Resume and cover letter to us today.