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Greatway Financial Inc.

New Business Associate

London, ON, Canada

Full-time

Within 25 km of London · About 2.7 km from the city centre

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Job details

Job type: Full-time
Apply by: Dec 2, 2026
Posted: Nov 2, 2026

Original job description

About Us

Greatway Financial helps clients protect what matters and plan for the future.

About the Role

This role is for someone who wants to build a career in financial services and is open to becoming a financial advisor. You will start by supporting our advisors and managing new business, which will give you hands-on experience with clients, products and planning. As you grow, we will help you obtain your license and work toward an advisor role of your own. No license is required to apply.

What You Will Do

Support advisors in preparing for client meetings, including gathering information and organizing documents
Prepare and review new business applications for accuracy and compliance
Track applications through underwriting and issue, following up on outstanding items
Communicate with clients, advisors and carriers to keep files moving
Keep client records and internal systems up to date
Join client meetings and learn how advisors build financial plans and recommendations
Learn our insurance and investment products, processes and compliance standards
Obtain your license with Greatway’s support and help develop new client relationships as you progress

What You Bring

Interest in becoming a financial advisor
Strong communication and relationship-building skills
Self-motivation, a willingness to learn and comfort taking initiative
Attention to detail and the ability to manage multiple priorities
Professionalism and discretion with confidential information
Proficiency with Microsoft Office and comfort learning new systems

Preferred Qualifications

Education or work experience in finance, banking, insurance, accounting or a related field
Client service or sales experience

Your Path at Greatway

Learn: Build your knowledge of our products, processes and clients.
Get licensed: We will help you prepare for and obtain the license you need.
Develop: Shadow experienced advisors and take on more client responsibility.
Advance: Move into an advisor role when you are ready.

What We Offer

Support in obtaining your license
Mentorship from experienced advisors
A collaborative team and a clear opportunity to grow

How to Apply

Send me a message with your resume and a brief note on why you are interested in becoming an advisor

Apply About employer

More about this job

Responsibilities

Support financial advisors by preparing for client meetings, managing and reviewing new business applications, tracking files through underwriting and issuance, and maintaining accurate client records. Communicate with clients, advisors, and carriers, learn financial products and compliance processes, and work toward licensing and developing client relationships.

Requirements

Applicants should be interested in becoming a financial advisor and bring strong communication and relationship-building skills, initiative, attention to detail, and discretion with confidential information. Microsoft Office proficiency and comfort learning new systems are expected; finance-related education or experience and client service or sales experience are preferred.

Skills

Communication
Relationship Building
Self-Motivation
Initiative
Attention to Detail
Multitasking
Professionalism
Discretion
Microsoft Office
Client Service
Sales
Application Review
Compliance
Recordkeeping
Financial Planning

Benefits

License Support
Mentorship
Collaborative Team
Career Growth Opportunity

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Financial Advisor
New Business
Client Meetings
Financial Planning
Insurance
Investment Products
New Business Applications
Underwriting
Application Processing
Compliance
Client Records
Microsoft Office
Licensing
Client Relationships
Mentorship
Client Service
Sales
Banking
Accounting

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