Financial Advisor/Associate Job

Financial Advisor / Associate Advisor (Calgary, AB)

Entrepreneurial Advisory Opportunity | Part-Time or Full-Time

Jef Consulting is a business committed to providing exceptional financial consulting services to clients in various sectors in Alberta. Based in Calgary, AB, our company works as an independent contractor via the licensed Insurance Managing Agency, Greatway Financial Inc, to offer tailored financial planning and investment solutions to clients. Through this company, independent contractors or anyone looking to startup their own financial business gets access training that is customer-centric approach and strives to empower clients to achieve their financial goals. With a focus on integrity, expertise, and results, Jef Consulting is a trusted partner in making financial decisions
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The Opportunity
As a Financial Advisor, you will work directly with individuals and families to develop comprehensive financial strategies tailored to their long-term objectives.
Your focus will include:
• Designing holistic financial plans (wealth accumulation, protection, retirement)
• Advising clients on investment and insurance-based solutions
• Building and managing a portfolio of clients
• Establishing yourself as a trusted advisor through long-term relationships
• Continuously developing your expertise in financial strategy and planning
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What Sets This Apart
• Entrepreneurial Platform – Build your own advisory practice with operational support
• Professional Development – Structured training, mentorship, and licensing guidance
• Flexible Structure – Flexible schedule with scalable growth potential
• Client-Centric Model – Focus on long-term planning, not transactional sales
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Compensation
• Performance-based compensation (commission structure)
• Earnings aligned with client portfolio growth and advisory impact
• Long-term income potential tied to retention and relationship development
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Ideal Candidate Profile
• Background in business, finance, sales, or client-facing roles is an asset
• Strong interpersonal and relationship-building skills
• High level of professionalism, accountability, and self-direction
• Interest in developing a long-term advisory practice
• Entrepreneurial mindset with a focus on results and client outcomes
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Licensing Requirement
Candidates must obtain the HLLQP (Harmonized Life License Qualification Program) certification. Full guidance and support will be provided.
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Education
• Minimum: High school diploma
• Post-secondary education in business, finance, or related fields is an asset
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This role is best suited for professionals seeking a career transition into financial advisory, or those looking to build an independent practice with institutional support.

Jef Consulting provides comprehensive financial solutions tailored to individuals, families, and business owners seeking to grow and protect their wealth. Our approach focuses on strategic tax optimization, disciplined retirement and investment planning, and customized insurance solutions designed to mitigate risk and enhance long-term financial stability. Through a client-centered wealth management strategy, we empower our clients to build, preserve, and transition their financial portfolios with confidence and clarity.