Jobs in Milton

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Within 25 km of Milton

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Primerica Financial Services

Financial Services Consultant

Brampton, ON, Canada

Full-time

Within 25 km of Milton · About 24.2 km from the city centre

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Job details

Job type: Full-time
Apply by: Apr 18, 2027
Posted: Oct 20, 2026

Original job description

Company Description Primerica Financial Services is a leading financial services company dedicated to helping middle-income families across North America build a more secure financial future. With a strong presence in the U.S. and Canada, Primerica focuses on clear financial education and access to essential products such as term life insurance and mutual funds. The company tailors solutions to the needs of hardworking households, addressing the specific challenges facing middle-income earners. Licensed representatives work closely with clients to explain how money works, develop customized protection and investment plans, and support long-term financial goals. Primerica is committed to delivering real value, practical strategies, and financial peace of mind for families at every stage of life.

Role Description This is a full-time/Part time, hybrid Financial Services Consultant role based in Markham, ON. The Financial Services Consultant will meet with clients to assess their financial needs, explain core financial concepts, and present suitable Primerica solutions such as term life insurance and investment products. The role involves conducting financial needs analyses, developing customized strategies for protection, saving, and retirement, and following up with clients to review and update their plans. The Consultant will maintain accurate client records, stay current on financial products and industry regulations, and collaborate with team members and leadership to achieve individual and branch objectives. The position requires a strong commitment to ethical practices, client education, and providing a high standard of service to middle-income households.

Qualifications

Analytical Skills to assess client needs, interpret financial data, and develop tailored recommendations.
Consulting and Communication skills to build trust, explain complex concepts clearly, and guide clients through decision-making.
Ability to work on-site in Markham, ON, manage a client portfolio, and maintain organized, accurate documentation.
Relevant licensing or willingness to obtain required provincial financial services licenses (e.g., life insurance, mutual funds).
Post-secondary education in Finance, Business, Economics, or a related field is beneficial, not required.
Demonstrated integrity, client-focused mindset, and commitment to continuous learning in the financial services field.

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More about this job

Responsibilities

Assess clients’ financial needs, explain financial concepts, and recommend suitable insurance and investment solutions. Develop and update customized protection, savings, and retirement strategies, maintain accurate client records, and collaborate with colleagues to meet individual and branch objectives.

Requirements

Candidates should have analytical, consulting, and communication skills, a client-focused and ethical approach, and the ability to manage a portfolio and maintain accurate documentation. Relevant provincial financial services licenses are required or must be obtained; post-secondary education in finance, business, economics, or a related field is beneficial but not required.

Skills

Financial Needs Analysis
Financial Data Interpretation
Client Consulting
Communication
Relationship Building
Financial Education
Financial Planning
Insurance Planning
Investment Planning
Retirement Planning
Client Portfolio Management
Recordkeeping
Regulatory Compliance
Ethical Practices
Organization
Continuous Learning

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Financial Needs Analysis
Term Life Insurance
Mutual Funds
Investment Products
Financial Education
Financial Planning
Protection Planning
Savings
Retirement Planning
Client Portfolio
Client Records
Provincial Financial Services Licenses
Life Insurance License
Mutual Funds License
Industry Regulations
Client Service
Middle-Income Households

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