This position is no longer accepting applications
Closed on September 14, 2026.
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Financial Specialist
Advisor
Analytical Skills
Client Relations
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Financial Advisor
Financial Analysis
Financial Planning
Financial Services
Specialist
Wealth Management
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Job Description
Fortis Financial is hiring a Remote Financial Specialist to deliver client-ready financial analysis and guidance with structured training and mentorship.
Key Responsibilities
- Meet with clients to understand priorities and support ongoing needs
- Review clients’ financial needs as part of the planning and assessment process
- Deliver analytical insights that help support clients’ financial goals
- Explain and guide clients through retirement planning topics in a clear, personalized manner
- Provide guidance on tax-efficiency, wealth preservation, personal pension plans, Trust/Wills, and estate planning
Requirements
- Experience in customer service, law, CPA, management, military, retail, or real estate / mortgage
Training and Support
- Full training and mentorship is provided
- Full training and support
Benefits
- Flexible schedule
- Professional development assistance
Pay
- $65,000.00 - $200,000.00 per year
Work Location and Employment Type
- Work location: Remote
- Positions: Remote, full-time, or part-time
Selection Details
- Actively selecting 3–5 candidates who are serious about personal growth, leadership development, value flexibility, and creating meaningful impact
- Looking for motivated professionals interested in building a flexible, ownership-driven career within financial services
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