Career Opportunities
Money Concepts is an independent Canadian financial planning company with an association of franchised financial planning offices, offering a comprehensive spectrum of planning, products and services. Money Concepts has over 40 locations across Canada and more than 160 registered representatives.
Enjoy The Rewards Of Owning Your Own Business
We are Canada's largest franchised financial planning company, servicing clients seeking to build, manage and protect their wealth.
We leverage our time, knowledge and abilities using the latest information and technology available to ensure our clients receive timely and superior financial advice, implementation and support to help them succeed.
Join a fast-paced, highly professional team serving the financial needs of Canadians with the opportunity to grow with your clients as an Account Executive, or establish a Money Concepts franchise as an owner/operator. Both career paths have proven to be very rewarding, and we are ready to support you in whichever path you choose!
The Money Concepts approach works. Money Concepts has grown into a network of franchises with regional support offices and hundreds of financial planning consultants offering a comprehensive range of products including: Mutual Funds, RESPs, RRSPs, RRIFs, Immediate and Deferred Annuities, LIFs, GICs, Company Group Benefit Programs, Life, Disability, Critical Illness, Accident & Travel Insurance, Segregated Funds.
A Sensible Approach to Growth
The success of Money Concepts is also a result of our corporate philosophy. Your investment in a Money Concepts franchise is an investment in a way of doing business. Money Concepts is about personal, objective service which is both friendly and accessible. Your Money Concepts franchise allows you to be a part of your local community. You're in the business of helping others secure a better future - and that's a business you and your family can feel good about.
Growth through Marketing
When you join Money Concepts, you're joining an organization that has a strong brand awareness with Canadians. The Money Concepts brand positioning tag line and image has been applied to a number of marketing materials available for your use.
Advertising materials are produced to support specific franchisee information such as name and location, making all creative materials ideal for use at the local level by individual franchisees.
Money Concepts also provides new franchisees with a corporate marketing kit containing Money Concepts brochures, letterhead, and business cards. Money Concepts offers you the benefit of our Branding and Advertising Programs, with the personalized service to help you leverage our brand in your community.
- Money Concepts Marketing Manual
- Informative Brochures for clients and prospects
- Access to Money Concepts brand promotional items
- PowerPoint presentations for your seminars
- Print ad, prospecting letter and flyer templates that can be customized for your use
- Assistance with the planning and execution of your marketing plan
- On-going Sales and Marketing Training
Growth Through Personal Development
If you're ready for a lifetime of learning, you've found the right place! From Day 1, the Money Concepts New Rep Training School will guide you on a journey of development that will provide the knowledge and skills necessary to succeed in helping your clients.
Our team of highly qualified trainers will facilitate a comprehensive training program that will incorporate not only our own in-house programs, but will include many of the finest learning opportunities available in the industry. Many of these programs lead to the attainment of various industry designations that are widely recognized and respected.
The following topics are covered during our training schools:
- orientation to Money Concepts
- systems, procedures, and processes
- compliance issues
- franchise management
- advertising and promotion
- all aspects of financial planning
- life insurance & mutual fund product training
- professional sales skills
- prospecting
- seminar marketing
- trade shows
- retirement planning
Special emphasis is placed on mastering effective techniques for building client relationships and developing excellent financial planning skills and product knowledge.
A National Road Show and a Business Building Session are held in the spring and fall respectively. We also provide an annual National Business Conference as well as bi-monthly National Conference Calls with some of the industry’s best resources. These programs complement the training process and bring you together with other Money Concepts representatives throughout Canada. In addition, there are ongoing compliance programs and an annual Compliance Road Shows to help you gain further knowledge about protecting your clients and your business.
Ongoing Growth
Money Concepts has trained people with no prior experience in giving financial advice. To do so, we have built industry leading programs designed to ensure ongoing training and support. Once your practice is up and running, Money Concepts continues to provide assistance through advanced marketing and training seminars, new product development, regional meetings to share ideas and experiences, newsletters and updates, and promotional assistance.
We do everything in our power to ensure that your Money Concepts practice brings you clients, referrals, revenue and the success and satisfaction you desire. We know what it takes to grow. After all, growth potential is what we're all about, for you, your practice, and all our clients.
To learn more about joining our successful team, please call 416-619-8707 or 1-800-561-3643, fax 1-800-440-0148 or e-mail moneyconcepts@iaas.ca.
