We will show you how to earn 100K a year by following our training manuals. First, let’s explore and understand the opportunities in the Canadian finance sector.

Understanding the Scope of Financial Advisor:-

How big is the Industry?

Finance and insurance is Canada’s largest service industry contributing 7.55% of GDP alone.

The financial industry in Canada is one of the top 10 high-paying fields you can enter, offering economic stability and personal and professional growth from the day 1 you step into Canada.

Because it receives less attention than other professions like science and technology, Financial Advisors are in high demand in Canada due to demographic shifts, industry trends, legislative changes, and rising financial stress among Canadians.

The Financial Advisory market in Canada is projected to grow by 2.11% between 2025 and 2029, reaching a market volume of US$10.85 trillion by 2029, meaning that you have a great future ahead.

What’s in it for You?

The wealth gap in Canada is widening, with the richest 20% holding most of the country’s wealth. As a financial advisor, your role is to empower people with the knowledge and tools to close this gap. However, a study shows that only 15% of Canadians are financially literate.

Your role is to provide valuable consultation, ensuring that your clients are making informed decisions for their financial future.

By educating clients on key financial concepts such as the Rule of 72, the compounding effect of money, effective savings strategies, income growth methods, tax optimization, and wealth-building techniques, you can help them achieve financial stability and long-term success.

What is the qualification needed?

Just three:-

• Should be in the Country (USA or Canada)
• Should be able to work full-time or part-time
• A valid license from the province where you plan to operate. This typically requires:
  • Completing a pre-licensing course
  • Passing a licensing exam

After passing the license exam you can either operate as an independent agent expanding your own business based on commissions or a captive agent working under salary.

Will this help my Immigration Journey?

If you are a licensed Financial Advisor, your experience will count toward gaining points for PR applications under programs like Federal Skilled Worker (FSW) or Canadian Experience Class (CEC).

According to IRCC, if you are employed as a financial advisor, your work status could potentially support your spouse’s application for an open spousal work permit. The financial advisor position falls under the TEER 1 category of the NOC.

If you’re looking to kickstart your career as a full-time or part-time independent agent, WFG is the perfect place to begin.

Understanding the Scope of WFG:

Introduction to WFG:-

World Financial Group (WFG) is a financial services marketing organization that offers training and tools to individuals thinking of starting their businesses or careers as Financial Advisors. Think of it as your assistant taking care of all your operations through software so that you can focus on your license exam and client servicing.

The Advantages of Choosing WFG:-

Becoming a licensed financial advisor is more than just a job; it’s a chance to build a lucrative and fulfilling career. Here are some key benefits:-

1. High-Income Potential
   The average monthly earnings of a full-time independent agent at WFG in their mid-career typically range from CAD 20,000 to 25,000. By following the training manual, WFG promises that you could earn up to CAD 10,000 per month by your second year.

2. Flexibility and Independence
   WFG allows you to take control of your time and schedule. You can work independently, set your hours, and even build your own team. This flexibility makes it possible to balance work with personal commitments while still achieving your other educational and professional goals.

3. Recognition and Credibility
   WFG keeps agents motivated through quarterly conventions and prestigious awards like the Stanley CEO Cup and Superstar Award. High performers are also celebrated for leadership and team-building success. Incentives, bonuses, and public recognition foster a culture of excellence, encouraging agents to stay focused and achieve greater success.

4. Personal Financial Growth
   The training you receive doesn’t just help your clients—it also empowers you to make smarter financial decisions for yourself. From investments to tax strategies, the knowledge you gain will positively impact your finances first.

5. Automated Operations
   WFG offers a built-in SaaS system that automates operations, allowing agents to focus on client acquisition and servicing. It simplifies tasks like sales tracking and client management, boosting productivity and enhancing the client experience.

6. International Tours and Networking
   WFG offers its agents exposure to global opportunities through world tours and events. High achievers are often rewarded with trips to international destinations, providing them with valuable networking opportunities, industry insights, and the chance to learn from top leaders.

7. Tax Benefits
   As an independent contractor, you may be eligible for tax deductions related to business expenses, including office supplies, marketing costs, and transportation.

How to Register (Make Registration) in WFG?

Here’s a step-by-step process for registering with World Financial Group (WFG):

1. Click Here and Select your Country
2. Select a language of your preference and click next
3. Select your province and then click no if this is your first-time registration
4. Input your Date of Birth and click next (Takes a little while to next page)
5. Click next on the registration Overview Page
6. Input your details correctly and click next
7. Check your mail for the verification code, input the code and hit the next
8. Ask for the Recruiter Code with your team lead (e.g: 321NUC), Click verify and your recruiter name should appear in the box
9. In most cases answer No to “Are you an existing U.S. agent wanting to do business in Canada?” and Yes to “Are you eligible to work in Canada?”.
10. Review, Sign, and pay with your Debit or Credit Card (CAD 150)
11. Check your mail for your Recruiter code.

The 4×4 Strategy: Your Key to Success

One of the most exciting features of the WFG training program is the 4×4 strategy. Your initial goal is to identify four individuals whom you or your team can help become financially literate and recruit them to your team within the next nine months, while also passing your provincial licensing exam. Here’s why this step is essential:-

• Multihanded Income: By building a team, you’ll earn not just from your efforts but also from the success of your recruits. This creates a multiplier effect on your income, paving the way for financial freedom.
• Foundation for Growth: Recruiting four people and helping them recruit four more (completing your 4×4) establishes a strong foundation for your business. This network ensures long-term sustainability and exponential growth.
• Leadership Development: Leading and mentoring a team hones your leadership skills and positions you as a trusted advisor within your network.

The Next Nine Months: Your Roadmap to Success

The next nine months are critical for your success as a financial advisor. Here’s how to make the most of this period:

1. Commit to Training: Take full advantage of the WFG program by attending all training sessions and actively participating.
2. Complete Your 4×4: Focus on recruiting four people and guiding them to do the same. This milestone is a game-changer for your business.
3. Leverage Support: Lean on your mentors, trainers, and peers for guidance and motivation.
4. Stay Consistent: Success in this field requires dedication and consistency. Set achievable goals and work toward them daily.

Conclusion

The WFG training program is your opportunity to step into a rewarding career as a licensed financial advisor. With its focus on professional growth, financial rewards, and personal development, this journey has the potential to change your life. From completing your 4×4 to exploring exciting tours and events, every step is designed to help you succeed.

Now is the time to take charge of your future. Embrace this opportunity, and within the next nine months, you’ll be on your way to achieving financial freedom and building a legacy for yourself and your family. The question is: Are you ready to unlock your potential?