“After losing more than 30% of my investment portfolio in 2009, my bank offered no other advice other than to leave my money where it was or transfer it to GIC. Thankfully I was referred to Casey who showed me some other amazing investment options that were not available through my bank, that would give me the potential to make up for my losses while also providing some guarantees.  I’m extremely happy that I listened to Casey’s advice and not my banks, as I’ve now managed to regain all of the money I lost and can now retire the way that I was planning on.  Thank you so much Casey you’ve made a huge difference to my life and I will continue to refer  anyone that I know to you with pleasure!”

 

Becky Cezar-Redublo, Toronto, Ontario


 

“My wife and I have been clients for several years now, and in that time, we’ve conducted numerous transactions with both Casey and Wayne from mortgage refinancing to life insurance to managing our investments. These individuals have demonstrated that they have superior knowledge of their respective products and are able to deliver them with exceptional customer service. I have found that this combination is a rarity these days, and as such, I whole heartedly recommend their service to both friends and family with confidence.”

 

Clifton Sookdeo & Shelly Sharma, Caledon, Ontario


 

“I have nothing but amazing things to say about F1RST CHO1CE Financial Group. Not only are Casey & Wayne extremely helpful and patient, but they’ve always taken the time to explain all my available options and make recommendation that would help me best attain my goals. I would recommend F1RST CHO1CE to anyone looking to plan for their future.”

 

Wilfido Rodriguez, Brampton, Ontario


 

“Honesty, integrity, and professionalism are the three words that come to my mind when I hear Casey’s name. He has provided my clients over the years with the highest level of service and they always thank me for introducing them to him. Casey truly goes above and beyond.”

 

Deborah Robinson, Real Estate Agent – Royal Lepage


 

“Purchasing our first home was a little nerve racking at first, but after speaking with Casey we felt completely at ease as we new we were in good hands.  Unlike our bank who took more than 2 days to call us back, Casey was always available to answer our questions and concerns no matter when we tried to reach him. Casey you made our first home purchasing experience a very pleasant one, and we really appreciated your advice regarding our life insurance options as well.  Thanks for everything…you saved us a lot of time and stress!”

 

John & Allison Botero, Mississauga, Ontario


 

“Working with Casey was an absolute pleasure from the beginning to the end.  Not only did he secure us a much better mortgage rate than the bank we’ve been with for over 15years, but he also helped us create a financial plan to help us to pay off our mortgage faster while creating wealth at the same time.  We’re very excited about working with Casey in the future and look forward to referring him to all of our friends and family.”

 

Peter & Lorraine Verners-Rufh, Oakville, Ontario




CAREER OPPORTUNITIES: FAQ’s

 

Will I find this role challenging?  A career as a financial advisor requires hard work and a strong desire to succeed.  In starting any new business, commitment and long hours are required for success but the rewards are well worth it.  As you grow your business and become well established, you will benefit from the freedom and flexibility of running your own business while operating with the full support from the institutions you represent alongside you.

I’ve never worked in sales – can I still become a financial advisor?  F1RST CHO1CE advisors come from a wide variety of backgrounds.  More important than the industry you may be coming from, is your track record: what you’ve accomplished, how you’ve succeeded in the past and what you’ve learned through those experiences.  Although sales experience is not mandatory, it may be helpful.  Our thorough selection process is designed to assess your potential for success in this career.

Do I have what it takes as a F1RST CHO1CE advisor?  First and foremost, success in the industry requires ethics and integrity.  It also requires drive, discipline and energy.  If you have these traits, along with self-confidence, a belief in the work you’re doing and a commitment to continuous learning, then you may have what it takes!  Combined with a sincere desire to help people and an ability to form and maintain strong relationships, your potential for success could be unlimited.

How will I find clients?  During the selection and training process, you will work with a F1RST CHO1CE Financial Group Business Development Manager to help identify your key target markets.  Clients will come from people you know, people you work with, and people who are referred to you.  As you build and grow your business, you will continue to prospect for new clients outside of your primary market while providing ongoing service to existing clients.

How would I transition from my current business?  While you are exploring this career opportunity and we are determining your suitability, you can continue your current work.  Once you have been provided the opportunity to become a F1RST CHO1CE Advisor and you’ve chosen to move ahead, you will need to leave any other role or business prior to signing the F1RST CHO1CE Financial Advisor’s Agreement.

What expenses will I need to cover?  As in any business, you need to make an investment in your success.  As a result, there will be some initial expenses such as licensing materials and examination fees.  Once you are contracted, you’ll need to invest in items such as a laptop and printer, as well as business stationary to establish and grow your business.  You’ll learn more about these details during the selection process.

Ready to take the next step?  Read on to find out!  Making your next career move is a big decision and ou need to be confident that your choice to become a F1RST CHO1CE Advisor is the right one.  At the same time, we need to ensure that we’re selecting quality candidates who will become successful long-term advisors.  Our multistage selection process takes time.  It is designed to determine if you have:

- the potential to succeed in a career in the financial services industry

- the potential to build a solid client base

- enthusiasm, commitment and a willingness to learn

 

Are we what you’re looking for? 

For more information about becoming a F1RST CHO1CE Advisor, please email or submit your resume to us at Careers@FCFG.ca