Account Executive
CurrentOur mission at Planswell is to give an actionable financial plan to anybody who wants one. For free. Most people also want assistance in perfecting and executing those plans. That’s why we partner with financial advisors all over Canada and the United States to help us on our mission to make financial planning and advice accessible to everyone.We connect financial advisors and life-licensed insurance brokers with high opportunity prospects and resources to grow their books of business… Show more Our mission at Planswell is to give an actionable financial plan to anybody who wants one. For free. Most people also want assistance in perfecting and executing those plans. That’s why we partner with financial advisors all over Canada and the United States to help us on our mission to make financial planning and advice accessible to everyone.We connect financial advisors and life-licensed insurance brokers with high opportunity prospects and resources to grow their books of business quickly and consistently. Show less