We are looking for career-minded individuals with an entrepreneurial spirit. We want people that are interested in working within our business model of Financial Planning.
This is not an entry-level position and requires a minimum of 5 years of experience in the financial services sector. Our business model is Full-Service Financial Planning. We look for clients interested in dealing with our company because we look to improve their entire financial well being. This specifically encompasses Investments (includes Self Administered accounts) and Retirement, Insurance – Life, Accident and Sickness, Critical Illness, Health Spending Accounts, Disability Insurance, Travel Insurance, RESPS, Tax Planning, and Estate Planning. We provide Segregated Mutual Funds as an excellent way of assuring a solid retirement objective.
You will already be licensed for Life and Accident and Sickness. You will already be enrolled in a recognized Financial Planning course and perhaps have earned a recognized credential. You will be a member of Advocis or be willing to join Advocis – the largest Financial Association in Canada.
As an entrepreneur, you will be motivated to work with your clients to assist them in a manner that goes beyond a sales process and helps your clients achieve meaningful results above a transactional classification.
As a member of our team, you will be an owner, not just of your business, but Kewcorp Financial.
Should you wish to achieve true career growth and build your own business as an asset for your future please contact me.
James Kew, President
“If you think hiring a professional is expensive wait until you hire an amateur”