Explore career with Freedom 55 Financial

Freedom 55 Financial is the place to build a professional practice in financial security planning. To ensure financial security and investment representatives have the best chance to succeed, we make sure they get the best possible training and support. While you invest your time in building client relationships, you're surrounded by a team focused on providing you with: a broad portfolio of products manufactured by London Life and other leading investment and insurance companies; competitive compensation; technology; coaching and other ongoing support.

What is your vision of a successful career? Is your current career providing you the opportunity to realize this vision? Which organization could best support you in this pursuit? Freedom 55 Financial has developed an interactive presentation to assist you in finding answers to these questions. Please take a moment to go through this exercise. It's a career worth exploring.

If you or someone you know is interested in Financial Planning career please contact me.

 

J. Paul Wilson, CFP, CLU, CH.F.C., TEP

paul@maritimewealth.com 

Brand Recognition Freedom 55 Financial is one of the most recognized brands in the financial services industry. It speaks to clients’ needs to build a solid financial security plan and reach their dreams with the help of a trusted Freedom 55 Financial security advisors. Over the last 20 years, we’ve built significant brand equity through national advertising. A division of London Life Insurance Company, Freedom 55 Financial is backed by a history of strength and stability. Founded in London, Ontario, London Life has been helping Canadians meet their goals since 1874. As a Freedom 55 Financial security and investment representative, you’ll benefit from: Well-recognized national Freedom 55 Financial brand name and image National Freedom 55 Financial advertising campaign High-quality marketing materials

Training To ensure financial security and investment representatives have the best chance to succeed, we make sure they get the best possible training and support. Before you work with clients, our training program will ensure you have the training you need to help others reach their goals and dreams with a solid financial security plan. You’ll be fully licensed and have good working knowledge of the way we do business – our tools, products and processes. Here’s a look at our extensive approach to training: When and what it is What it covers First three months Small classes Training allowance paid Dedicated training centres Dedicated training managers Combination of facilitated, web-based and group discussion, as well as independent study Mutual fund and life license training Career orientation Focus on processes, technology, products, administration, business planning, client focus, overview of all markets, orientation in region where you’ll be dedicated Four to 12 months Continued financial support Compensation with bonus opportunities Field management coaching and mentoring Online learning Applying knowledge Joint field work Competency testing/reviews Developing your business Ongoing development and training Continued product knowledge 13 to 48 months Online learning Virtual information sharing group Specialized training events Move towards earnings and financial independence In-depth market information Business management Market development Ongoing Regional-based product support Field management coaching/mentoring

Technology and support  Freedom 55 Financial ensures you have access to the integrated technology you need to run your business. Backed by the expertise of a technology support team, we have software and services to help you track activities, manage your client base, conduct needs analyses and build financial security plans for your clients. Our computer-based tools allow you to show clients how a well-balanced financial security plan can help them achieve their goals. Our suite of business management and productivity enhancing products includes: Convenient access to client information Complete needs-analysis software Investment Voyager™ for investment asset allocation Support Our goal is to provide you with the support you need to be successful. At Freedom 55 Financial we surround you with quality coaching and support so you can focus on building client relationships and growing the equity of your business. Here’s the valuable support you’ll receive: Professional training on financial security planning processes, including mutual funds Professional development on entering new markets Professional development courses Local leadership and coaching Access to product manager and specialist expertise The guidance and coaching of a field management team An office space program A marketing support program

Compensation  Our competitive compensation arrangement is designed to reward you for building a profitable client base. Compensation refers to performance-based earnings paid by commissions. To help increase the earnings of new financial security and investment representatives, Freedom 55 Financial compensation includes: Competitive upfront commissions Product bonuses Compensation vesting (after three years) with an opportunity to sell your block of business to another Freedom 55 Financial security and investment representative Plus, during your initial training period, whether you’re attending courses at our training centres or studying at home to earn your life insurance and mutual fund licenses, we’ll pay you a training allowance. Later, as you begin to help clients build financial security plans, your training allowance will decline as you begin to earn commissions. You'll also have the opportunity to earn extra commissions available only to new financial security and investment representatives