Job Description
Levels Financial Solutions Inc. provides customized financial strategies tailored to the unique needs of individuals, families, and businesses. We specialize in delivering personalized financial planning solutions to help clients understand their worth and achieve their goals. We conduct insurance services through Sun Life Financial Distributors (Canada) Inc., and mutual fund business through Sun Life Financial Investment Services (Canada) Inc. Our goal is to provide clarity and value in every financial decision.
ABOUT THE ROLE We’re not looking for just another financial professional. We’re looking for someone who lights up a room, earns trust fast, and thrives when they own a relationship from first conversation to long-term partnership.
As a Service/Sales Associate, you’ll be the connective tissue between our firm and the clients we serve. You’ll handle incoming inquiries, build lasting relationships, and actively drive new business — all within a firm that offers ...
ABOUT THE ROLE We’re not looking for just another financial professional. We’re looking for someone who lights up a room, earns trust fast, and thrives when they own a relationship from first conversation to long-term partnership.
As a Service/Sales Associate, you’ll be the connective tissue between our firm and the clients we serve. You’ll handle incoming inquiries, build lasting relationships, and actively drive new business — all within a firm that offers ...