Job Posting

Unlicensed Financial Associate

Remote - Canada or USA| Full-Time / Part-Time | Commission-based with unlimited earning potential

About Us:

At IMB Financial, we specialize in providing tailored financial solutions to clients in the agricultural sector, from small family-owned farms to large agribusinesses. We understand that the farming industry has unique financial challenges, and we are committed to helping our clients navigate those challenges to achieve their financial goals.

We are currently seeking driven and entrepreneurial Unlicensed Financial Associates to join our team and focus on providing expert financial advice to clients. As a key part of our success, you’ll be using our proprietary Financial Needs Analysis software, which simplifies the financial planning process for clients and helps them reach their financial goals for retirement, expansion, risk management, and more.

If you're passionate about financial services and have a desire to help others achieve their financial dreams, this is the perfect opportunity for you.

Position Summary:

As an Unlicensed Financial Associate, you’ll be an integral part of our team, helping clients make informed financial decisions. You will provide valuable consultations, create customized financial plans, and guide your clients through the financial planning process. This is a 100% commission-based position with opportunities to grow your book of business, earn promotions, bonuses, share options, and eventually become a licensed financial professional.

You will receive comprehensive training to ensure you're well-prepared to meet the specific needs of your clients, and you'll have the support of experienced mentors to help you succeed.

Responsibilities/Tasks:

  • Consultation: Meet with potential and existing clients to assess their current financial situation. Provide guidance on a variety of financial topics, from retirement to debt management, tailored to their unique situations.

  • Custom Financial Solutions: Develop personalized financial strategies based on clients' unique needs, including recommendations for managing cash flow, investments, tax planning, insurance, and more.

  • Client Education: Educate clients on financial tools, government programs, managing financial risks, developing financial goals, and creating client-specific financial plans.

  • Risk Management: Help clients identify and manage potential risks to their financial stability, ensuring they have the appropriate protections in place.

  • Follow-up: Ensure clients’ financial goals are being met by providing ongoing support and revising strategies when needed.

  • Compliance: Follow all industry regulations and company policies to ensure the highest level of service and compliance.

Required Skills & Qualifications:

  • Strong Communication Skills: Ability to build relationships with clients, actively listen to their needs, and provide clear and effective guidance.

  • Creative Problem Solver: Ability to think outside the box and find solutions that address clients’ unique challenges.

  • Ambitious and Self-Driven: Desire to work hard, take initiative, and continuously grow your knowledge of the financial industry.

  • Personable and Trustworthy: Develop long-term business relationships with clients, understanding that trust is crucial to success in the financial advising business.

  • Integrity and Professionalism: Display honesty, transparency, and a high level of integrity in all dealings with clients.

  • Strong Work Ethic: Must be dedicated, hardworking, and capable of working independently to build a client base and achieve financial goals.

  • Self-Motivated: Ability to learn quickly, work without constant supervision, and go above and beyond to meet client needs.

  • No previous experience required.

Why Join Us?

  • Comprehensive Training: Receive ongoing training and mentorship to help you grow into a licensed financial advisor/planner.

  • Unlimited Earning Potential: This is a commission-based position, which means the harder you work, the more you earn. There's no cap on your income.

  • Career Growth: Grow your career by building your own book of business, building your own team and agency, and reaching promotions and bonuses based on your performance.

  • Work Flexibility: Enjoy flexibility in how and where you work.

  • Impact: Make a real difference in the lives of clients by providing them with tailored financial solutions to help them thrive.

How to Apply:

If you're an ambitious, entrepreneurial individual looking for a career where you can make a difference in your community and grow in the financial services industry, we want to hear from you!

Please submit your resume and a brief cover letter to below. We look forward to having you on our team!

IMB Financial is an equal opportunity employer and values diversity in the workplace. We encourage all applicants, regardless of background, education level, experience level to apply.

Licensed Financial Associate

Remote - Canada or USA| Full-Time / Part-Time | Commission-based with unlimited earning potential

About Us:

At IMB Financial, we specialize in providing tailored financial solutions for clients in the agricultural sector. From family-owned farms to large-scale agribusinesses, we understand the unique financial challenges that farmers and ranchers face. Our mission is to help these clients reach their financial goals with expert guidance, effective planning, and comprehensive solutions designed specifically for the agriculture industry.

We are looking for a Licensed Financial Associate with a passion for helping others and financial services to join our team. In this role, you will work closely with your clients to offer personalized financial plans, investment strategies, risk management solutions, and much more.

If you're a licensed financial professional with a desire to make an impact, we’d love to hear from you!

Position Summary:

As a Licensed Financial Associate, you will be responsible for building and managing a portfolio of clients. You will leverage your expertise to offer customized financial strategies that address the specific needs of individuals, families, and business owners. You’ll be using our Financial Needs Analysis software to provide clear, actionable financial plans that will help clients achieve their long-term financial objectives, such as retirement, asset management, tax savings, and risk mitigation.

This is a commission-based role with unlimited earning potential. You’ll also have the opportunity to grow your business and team, contributing to both your personal success and the success of our organization.

Responsibilities:

  • Client Consultations: Conduct thorough consultations with clients to assess their financial needs, goals, and current situation. Offer expert advice and develop tailored strategies to meet their specific needs.

  • Customized Financial Solutions: Use your expertise to provide clients with personalized financial plans, including investment strategies, retirement planning, tax strategies, and risk management solutions tailored to their unique situation.

  • Risk Management: Help clients assess and manage financial risks.

  • Ongoing Client Support: Provide regular follow-ups to ensure that clients’ financial plans stay on track. Offer advice on making adjustments when needed to adapt to changing circumstances.

  • Education & Communication: Stay up-to-date with the latest industry trends, financial products, and government programs. Educate clients about financial risks, opportunities, and best practices for managing their finances.

  • Compliance & Regulations: Ensure full compliance with industry regulations and company policies, maintaining the highest standards of ethical conduct and professionalism in all client interactions.

Qualifications:

  • Licensed Financial Professional: Must hold a valid license (LLQP in Canada or Life and/or Health License in the US) and be in good standing with regulatory bodies.

  • Experience in Financial Advisory: A proven track record of providing financial advice, especially within the agriculture sector or to clients in rural markets, is highly preferred.

  • Strong Knowledge of Finance: Understanding of the unique financial challenges and opportunities within the industry, including government programs, retirement, and estate planning.

  • Excellent Communication Skills: Ability to clearly explain complex financial concepts to clients in an understandable way, establishing trust and rapport for long-term relationships.

  • Relationship Building: Strong interpersonal skills with a focus on building lasting relationships with clients, based on trust, integrity, and mutual success.

  • Problem Solving & Analytical Skills: Ability to analyze clients’ financial situations and create customized plans to address their goals and challenges.

  • Ambitious & Self-Motivated: A proactive and self-driven attitude with the desire to build and grow your business.

  • Ethical & Professional: A high standard of integrity and professionalism in all aspects of your work, with a focus on providing clients with the best possible financial solutions.

Why Join Us?

  • Unlimited Earning Potential: This is a 100%commission-based position, meaning the more you help clients, the more you earn. There’s no cap on your income.

  • Comprehensive Support: Access to our proprietary Financial Needs Analysis software to simplify and enhance your client offerings. Plus, ongoing mentorship and training to help you grow in your career.

  • Work-Life Balance: Enjoy flexibility in your schedule with opportunities to work remotely and meet with clients at times that fit their needs.

  • Career Growth: Grow your career in the financial services sector with opportunities to lead and build teams and agencies, build your own book of business, and gain recognition for your contributions.

  • Impact: Make a real difference in the community by helping clients reach their financial goals and secure their financial future.

  • Get what you’re worth: Starting contact levels and position titles are awarded based on previous experience so you don’t have to restart from an entry-level spot.

How to Apply:

If you're an ambitious, entrepreneurial individual looking for a career where you can make a difference in your community and grow in the financial services industry, we want to hear from you!

Please submit your resume and a brief cover letter below. We look forward to having you on our team!

IMB Financial is an equal opportunity employer and values diversity in the workplace. We encourage all applicants, regardless of background, education level, experience level to apply.

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