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Wealth Coach - Halifax/Dartmouth, NS
Dartmouth, NS B3B 1T1
•
Hybrid work
$80,000–$90,000 a year
Permanent, Full-time

Job details

$80,000–$90,000 a year
Paid time off, Dental care, Extended health care, Wellness program, Work from home, Company events, On-site parking
Permanent, Full-time
Hybrid work in Dartmouth, NS B3B 1T1

Full job description

You know you're built for more than a base salary and a script.

You've got the drive. The discipline. The ability to close.

But somewhere along the way, your growth got capped - by a manager, a territory, a comp plan that punishes ambition instead of rewarding it.

You don't need another sales job. You need a real platform to build wealth - for your clients, and for yourself.

If you're hungry, coachable, and ready to be held to a higher standard...

If you're tired of chasing quotas for someone else's dream...

This is your invitation to come build with us.

We're Control & Compound Financial - one of Canada's fastest-growing financial education and wealth strategy firms. We work with real estate investors, farmers, business owners, and high-achievers to help them take control of their money using Infinite Banking - a strategy the ultra-wealthy use to grow and protect their wealth while keeping their money moving.

And we're on the hunt for a Wealth Coach who's competitive, coachable, and ready to own their numbers. No finance or insurance background required. If you can sell, we'll teach you the rest.

OUR SUPERPOWER? WE FILL YOUR CALENDAR.

  • We are not expecting you to cold call or prospect.
  • We will give you the leads and fill your calendar.
  • Your job is simple: show up, build trust, and close.

WHO THIS ROLE IS FOR

You're in sales right now - software, B2B, auto, solar, real estate, telecom, you name it — and you're thinking: “I can sell. I can build relationships. But I'm not being paid — or trusted — like a top performer.”

  • You're disciplined about follow-up.
  • You don't let leads go cold.
  • You keep your CRM clean because you know it's the backbone of the business, not busywork.
  • You show up to every meeting prepared, and you don't need to be chased for updates.

But you're not seeing the income — or the growth — that matches your effort. No real uncapped upside. No real coaching. Just quota after quota.

That ends now.

WHO THIS ROLE ISN'T FOR

  • You need someone to light a fire under you.
  • You’re uncomfortable being held to a number.
  • You want to coast on a base salary.
  • You can’t take direct feedback and get better fast. If any of that sounds like you, don’t apply — you’ll be miserable here, and so will we.

WHAT YOU'LL DO

Because we hand you a full calendar, your role stays focused:

  • Learn the Infinite Banking strategy inside and out, then guide clients through it — educating, advising, and closing with integrity.
  • Follow up fast and keep HubSpot airtight, so nothing falls through the cracks.
  • Show up to team meetings prepared to own your numbers.
  • Partner with your Client Relationship Manager for a seamless client experience.
  • Own the client relationship long after the close. Lead annual review meetings to keep each client's strategy on track as their life and business evolve.

We're not expecting you to cold call or prospect — we give you the leads and fill your calendar.

Let's be direct about the seat: this is a closer's role. We hand you a calendar full of qualified prospects — you run the meeting and close. Do it with integrity, and those closes become clients for decades, with you leading their annual reviews.

This is high-trust, consultative closing — and you'll have a seat at the table from Day 1.

YOUR SUPERPOWERS

  • No licence? No problem. Once hired, you'll earn your LLQP certification — we cover the cost and support you through it.
  • Proven track record hitting or exceeding sales targets
  • Experience in a closing role — SaaS, B2B, auto, solar, real estate, or any high-performance sales seat. No finance or insurance background needed.
  • Fanatical about follow-up and documentation — you sweat the details
  • Fanatical about follow-up, documentation, and compliance
  • Coachable — you take feedback and get better, fast
  • A closer who leads with integrity, not pressure

WHAT WE OFFER (BEYOND THE PAYCHECK)

  • Work hybrid from our Dartmouth office, or remotely from anywhere in Canada (excluding Quebec)
  • 3+ weeks of vacation — we value life outside the office
  • Comprehensive health plan — including $500 Health & Wellness accounts
  • Full training on Infinite Banking and our products, plus LLQP licensing costs covered
  • Uncapped performance bonuses — our top Wealth Coaches earn $200K+, and most coaches land between $130K–$160K in year one
  • Real coaching and mentorship, not just a quota and a paid phone

OUR VALUES

  • Be Better Everyday
  • Be a Good Person
  • Not a Lot of Traffic on the Extra Mile
  • No Entitlement

These aren't just words on a wall — they're how we live, sell, and hire.

DARTMOUTH-BASED, OPEN ACROSS CANADA

  • Our preference is someone who can work with our team in our Dartmouth office, but exceptional candidates anywhere in Canada (excluding Quebec) are encouraged to apply remotely.
  • You'll join a tight-knit team that's building something special — and you'll finally get paid what your performance is actually worth.

THIS IS YOUR INVITATION

If you're ready to stop chasing someone else's targets…

If you want to be part of a team that's building wealth the smart way…

If you're ready to be coached, held accountable, and paid like a top performer…

SUBMIT YOUR APPLICATION TODAY VIA INDEED

*Please submit your resume and cover letter through Indeed only. Only applications submitted directly via Indeed, with both a resume and cover letter included, will be considered.

Job Type: Full-time

Benefits: Company events · Extended health care · On-site parking · Paid time off · Wellness program

Licence/Certification: LLQP not required to apply — if hired, must be willing to get certified and pass (costs covered)

Work Location: Hybrid in Dartmouth, NS, or Remote — anywhere in Canada (excluding Quebec)

Pay: $80,000.00-$90,000.00 per year

Benefits:

  • Dental care
  • Extended health care
  • On-site parking
  • Work from home

Application question(s):

  • What interests you about helping clients use Infinite Banking as a wealth strategy?
  • Do you currently have or are you willing to earn your LLQP license after hiring (licensing costs will be covered)?

Experience:

  • closing sales: 1 year (required)

Work Location: Hybrid remote in Dartmouth, NS B3B 1T1

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