Wealth Management Consultant

About the Opportunity

Our brokerage is looking for ambitious, growth-minded individuals who are passionate about helping families build a stronger financial future.

We work around a philosophy we call the New Art of Living (NAOL) — the idea that financial security isn't just about numbers on a page, but about designing a life where money serves your goals, your family, and your peace of mind. It's a shift away from the old, transaction-based approach to finances and toward a modern, education-first way of building wealth intentionally at every stage of life.

As a Wealth Management Consultant, you'll help families discover and live out that philosophy in a way that's personal to them.

As a Wealth Management Consultant, you'll work with individuals, families, and business owners to create personalized financial strategies that help them achieve both their short-term and long-term financial goals.

Whether it's purchasing a first home, protecting their income, funding their children's education, preparing for retirement, or building generational wealth, you'll play a meaningful role in helping clients create lasting financial security.

This opportunity is ideal for someone who enjoys meeting new people, building meaningful relationships, and making a positive impact through education-based financial conversations.

Rather than simply selling financial products, you'll educate clients, identify opportunities, and develop strategies that empower them to make confident financial decisions throughout every stage of life — the heart of the New Art of Living.

What You'll Be Doing

• Build relationships with individuals, families, and business owners through referrals, networking events, social media, community outreach, and professional connections.
• Conduct personalized financial consultations to understand each client's current financial situation, future aspirations, and family goals.
• Help clients develop strategies to build wealth, protect their income, manage debt, save for major life events, and prepare for retirement.
• Create financial roadmaps that address both immediate priorities and long-term wealth creation objectives.
• Educate clients on financial concepts that support informed decision-making and lasting financial confidence.
• Build and manage your own portfolio of clients while providing ongoing guidance and exceptional service.
• Conduct regular financial reviews to ensure clients remain on track as their lives and financial needs evolve.
• Collaborate with mentors and experienced advisors to develop customized financial solutions.
• Participate in professional development, leadership training, workshops, and licensing programs.
• Maintain accurate client records and activity reports using approved brokerage systems.
• Work toward personal business goals while maintaining the highest level of professionalism, integrity, and client care.

What We're Looking For

• Passion for helping people improve their financial future.
• Strong communication and relationship-building skills.
• Comfortable meeting new people and creating professional connections.
• Self-motivated with an entrepreneurial mindset.
• Goal-oriented with a desire for personal and professional growth.
• Professional, ethical, and committed to delivering exceptional client experiences.
• Sales, customer service, business development, retail, or financial services experience is considered an asset but is not required.
• Willingness to learn financial planning concepts and apply them in a client-focused environment.
• Strong organizational and time-management skills.
• Must be at least 18 years of age.

What Our Brokerage Offers

• Performance-based compensation with unlimited earning potential.
• Flexible full-time and part-time opportunities.
• Work-from-home flexibility with hybrid work options.
• Comprehensive industry training and licensing support.
• One-on-one mentorship from experienced leaders.
• Ongoing professional development and leadership advancement opportunities.
• Recognition programs, performance incentives, and company-sponsored trips.
• Stock option opportunities.
• The opportunity to build a long-term business while making a meaningful difference by helping families create, grow, protect, and preserve wealth for generations to come.

Job Types: Full-time, Part-time, Casual

Pay: $48,000.00-$111,708.93 per year

Benefits

• Company events
• Employee stock purchase plan
• Flexible schedule
• Stock options
• Work from home

Application question(s)

• Are you over the age of 18?
• Are you legally authorized to work in Canada or USA on a full-time, unrestricted basis (e.g., citizen, permanent resident, or valid work permit)? Note: study permits with work-hour limits do not qualify for this role.

Work Location: Hybrid remote in Edmonton, AB T5H 1R8