Senior Financial Advisor

Job Description

The following information aims to provide potential candidates with a better understanding of the requirements for this role.
Company Description LIfeOne Financial is a part of Experior Financial Group Inc., a 100% Canadian owned and operated financial services company whose founders have over 30 years of combined industry experience and a recently expanded head office in Cheektowaga, New York. The organization supports a North American network of over 18,000 well-trained, licensed Financial Associates who provide insurance and investment solutions to clients. Experior emphasizes shared values, collaboration, and professional growth, offering career paths ranging from associate roles to branch leadership and agency management. Team members benefit from structured training, mentorship, and tools designed to support diverse career goals and performance levels. Experior has been certified a Great Place to Work® in Canada in May 2024 and May 2025, reflecting its commitment to a positive and inclusive workplace.
Role Description The Senior Financial Advisor is a remote role responsible for providing comprehensive financial guidance to clients across areas such as retirement planning, investments, insurance, and overall financial strategies.
Day-to-day activities include meeting with clients virtually or physically, assessing their financial goals and risk tolerance, preparing tailored financial plans, and recommending appropriate products and services. The role involves ongoing monitoring of client portfolios, conducting regular reviews, and adjusting strategies in line with market conditions and client needs.
The Senior Financial Advisor will collaborate with Experior’s broader network, leverage firm-provided tools, training, and mentorship, and may support junior advisors through coaching and knowledge sharing. This position requires adherence to regulatory standards, accurate documentation, and a proactive approach to business development and client relationship management.
Qualifications
Please note we are ONLY looking for candidates holding 1 or more of below licenses in the United Sates:
Life, Accident or Health Insurance License
Securities Industry Essentials (SIE) Exam
Series 6 License
Series 7 License
Series 63 License
Series 65 License
Series 66 License
Atleast 2-3 years of experience in sales and customer management using the above licenses.
Candidates should possess strong Financial Planning and Financial Advisory skills, with demonstrated experience developing holistic, client-centered strategies.
Candidates should possess solid Finance and Investments expertise, including understanding of market trends, portfolio construction, and risk management.
Candidates should possess Retirement Planning skills, including designing income strategies, tax-efficient approaches, and long-term wealth preservation plans.
Strong analytical, communication, and interpersonal skills, with the ability to explain complex concepts clearly to diverse clients.
Comfort working remotely, managing time effectively, and using digital tools for virtual meetings, CRM, and financial planning software.
Entrepreneurial mindset with a focus on business development, ethical practice, and building long-term client relationships.
No minimum educational qualifications
100% commission-based role with fixed, industry-leading rates and no cap on your annual earnings. xmvmafu Yearly earnings of $50000 and upwards.