Affiliate Partner Program
Refer clients. Earn recurring income.
You already know people who need better insurance, mortgage, and financial guidance. We already have the licensed advisors to help them. Affiliate with FinanceMaxim, connect the two, and earn a commission every time a referral becomes a client — no licence required, no cost to join.
How Affiliation Works
You make the introduction. We do the rest.
Affiliation is a referral partnership — not employment and not a sales role. You connect us with people in your network who could benefit from our services. Our licensed advisors take it from there, providing advice, handling applications, and managing the relationship. When a referral becomes completed business, you earn a commission. It's that simple.
The Process
From registration to payout — in five steps.
01
Register as an Affiliate
Complete the affiliate registration form below. We review every application and set up your partner account, usually within two business days.
02
Get Your Referral Link
Receive a unique referral link and access to co-branded materials you can share with your network in person, by email, or on social media.
03
Refer Clients You Know
Send us people who could benefit from insurance, mortgage, retirement, or coaching services — friends, family, colleagues, clients of your own.
04
We Do the Work
Our licensed advisors take over — they meet the client, provide advice, handle applications and paperwork, and keep the relationship on track.
05
Track & Get Paid
Watch each referral move through the pipeline in your dashboard. When a placement completes, your commission is calculated and paid out.
The Benefits
Why partner with FinanceMaxim.
Recurring Commission
Earn a generous commission on every client you refer who completes a policy, mortgage, or coaching engagement — plus ongoing renewal income for the life of the relationship.
No Licensing Required
You don't need to be licensed or sell anything yourself. Simply connect us with people who need our services and we handle the rest — advice, paperwork, and follow-up.
Work on Your Schedule
Affiliation is flexible by design. Refer clients when it suits you — alongside a full-time job, an existing business, or a community network you already belong to.
Refer from Anywhere
Your referrals can be anywhere in Canada. We serve clients in person and virtually, so geography is never a barrier to earning.
Trusted Brand Behind You
You refer with confidence knowing clients are looked after by a regulated, independent firm with a reputation for honest advice and real outcomes.
Transparent Tracking
See every referral, its status, and your earned commission through a simple dashboard — no guesswork, no chasing, full visibility.
Marketing Support
Get co-branded materials, referral links, and ready-made content so you can share confidently without building anything from scratch.
Dedicated Partner Manager
A named contact answers your questions, helps you close referrals, and makes sure your clients are looked after end to end.
Who Thrives as an Affiliate
Built for people with networks and trust.
The best affiliates aren't salespeople — they're connectors. If you're trusted by the people around you and you genuinely want to see them protected and prospering, you already have what it takes.
A Great Fit If You Are
- Real estate and mortgage professionals with buyer networks
- Accountants and bookkeepers trusted by business owners
- Community leaders, coaches, and educators with wide reach
- Immigration and settlement consultants serving newcomers
- Small business owners with loyal customer bases
- Content creators and influencers in the personal finance space
- Anyone who genuinely cares about helping people protect and plan
Clear Roles
What you do — and what we handle.
Affiliation works because the responsibilities are clear. You focus on the introduction; we focus on the advice and the paperwork.
What you do
- Share your referral link with people in your network
- Make a warm introduction when you're able to
- Let us know when a contact has a specific need
- Stay connected — there's nothing else to manage
What we handle
- Licensed advice on insurance, mortgage, retirement & coaching
- All client meetings, needs analysis, and recommendations
- Applications, underwriting follow-up, and paperwork
- Ongoing servicing, reviews, and client relationship
$0
Cost to join the program
100%
Of advice handled by our team
Canada-wide
Referrals welcome anywhere
Questions
Affiliate program FAQ.
Do I need a financial services licence to be an affiliate?
No. Affiliates refer clients only — they do not advise, sell, or handle paperwork. Our licensed advisors do all of that. You simply make the introduction.
How and when do I get paid?
Commission is calculated when a referred client's policy, mortgage, or coaching engagement is completed and any applicable free-look period passes. Payouts are made on a regular schedule, with full reporting in your dashboard.
Is there a cost to join?
No. Becoming a FinanceMaxim affiliate is free. There are no setup fees, monthly fees, or minimum quotas — you earn only when your referrals result in completed business.
Can I refer clients outside my province?
Yes. We serve clients across Canada, in person and virtually. You can refer anyone, anywhere in the country.
What if my referral doesn't end up buying?
There is no penalty. You only earn commission when a referral results in completed business, but there is never any cost or obligation for referrals that don't proceed.
Ready to refer?
Apply to become a FinanceMaxim affiliate.
Tell us about yourself and your network. We'll review your application and reach out within two business days to set up your partner account.
Prefer to talk it through first? Call us at +1 (437) 955-3333 and ask about the affiliate program.