Financial advisor i Jobs

Life and Wealth Insurance Advisor
PLP Financial Services Inc.- Cooperators —Windsor, ON
- $40,000–$60,000 a year
- Full-time
- Sales
- Travel
- Financial services
- Disability insurance
- Dental care
Quick apply
Financial Advisor/ Senior Financial Advisor - Rimbey
Servus Credit Union —Rimbey, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
Quick apply
Associate Financial Advisor
The Co-operator's Harpe Insurance & Financial Services Inc. —Leduc, AB
- $70,000–$120,000 a year
- Full-time
- Sales
- Microsoft Office
- Finance
- Disability insurance
- Dental care
Quick apply
Investment Funds/Life Insurance Advisor - Shilo, Manitoba
People Exchange —Shilo, MB
- $84,000–$99,000 a year
- Full-time
- Bachelor's
- Accounting
- Business
- Dental care
- Life insurance
Quick apply
Agriculture Banking Advisor
Servus Credit Union —Barrhead, AB
- Business development
- Analysis skills
- Bachelor's
- Profit sharing
Quick apply
9d
Associate Investment Advisor
Confidential —Vernon, BC
- From $70,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
Quick apply
Financial Advisor - Scenic Lethbridge
Servus Credit Union —Lethbridge, AB
- Sales
- Customer service
- Computer skills
- Profit sharing
Quick apply
Financial Advisor-CIRO-MFD/AMF
CIBC —Lloydminster, SK
- Full-time
Financial Advisor
CIBC —Rouyn-Noranda, QC
- Full-time
5d
Financial Planner
CI Assante Wealth Management Ltd —Abbotsford, BC
- $80,000–$120,000 a year
- Full-time
- English
- Accounting
- Financial services
- Profit sharing
- Disability insurance
Quick apply
11d
Conseiller en placement – Gestion de Patrimoine
Manuvie Gestion de Patrimoine —Quebec City, QC
- $65,000–$200,000 a year
- Full-time
- Bilingual
- Finance
- Bachelor's
Quick apply
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Vancouver, BC
- $35,000–$50,000 a year
- Full-time
- Sales
- English
- Business development
- Profit sharing
Financial Advisor - Boucherville, QC (12-month contract)
Scotiabank —Boucherville, QC
- Contract
- Sales
- English
- Finance
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Saskatoon, SK
- Full-time
- Sales
- English
- Business development
- Profit sharing
12d
Senior Financial Advisor - Bracebridge, ON
Scotiabank —Bracebridge, ON
- Sales
Financial Advisor, Investment & Retirement Planning - Bracebridge, Ontario
Scotiabank —Bracebridge, ON
- Sales
Associate Financial Advisor
Leading Advisor Inc. —Simcoe, ON
- $55,000–$120,000 a year
- Full-time
- Microsoft Word
- Google Suite
- Sales
- Dental care
Quick apply
11d
Spécialiste en Services Financiers
CIBC —Rouyn-Noranda, QC
- Weekends as needed
5d
Principal Consultant - Oracle Fusion Financials Cloud
Infosys —Mississauga, ON
- $102,474–$147,835 a year
- Oracle
- Bachelor's
- Travel
Quick apply
Senior Financial Advisor - Canmore, AB
Scotiabank —Canmore, AB
- Sales

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Life and Wealth Insurance Advisor

PLP Financial Services Inc.- Cooperators
Windsor, ON

Quick apply

Job details

Permanent | Full-time
$40,000–$60,000 a year

Qualifications

Investment
Sales
Post-secondary education
CFP
LLQP
Financial services
Communication skills
Driving Licence

Full job description

What you are responsible for:

Contributing to the development and sustainable growth of the agency’s investment assets under management and providing client-centric investment services – including both segregated funds and mutual funds solutions.

Engaging with prospects to proactively build a sales pipeline and develop marketing plans to promote value-added advice-based financial services.

Conducting needs analyses, reviewing client financial goals, providing recommendations aligned with Know Your Client requirements, opening new accounts and documenting recommendations and changes.

Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.

Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts that enhance agency visibility and maximize new business opportunities.

· Competitive Annual Salary (40K-60K) plus production commission

(base salary + uncapped commissions) and yearly performance bonuses.

· Full benefits including health and dental, life insurance, long-term disability.

· Paid vacation.

· Professional working environment with full supports and training.

To join our team:

You have two years of experience in the financial services industry, with experience in investment and life product sales. Three years+ of experience is preferred.

You have a post-secondary degree in a related discipline.

You hold at minimum either a Mutual Funds License or Life Insurance License (LLQP) and are working or will work to acquire the other.

You have or are working towards a Financial Planning designation ie. Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Professional Financial Advisor (PFA), Qualified Associate Financial Planner (QAFP).

As a Financial Services Specialist you will focus on developing and deepening client relationships by providing high quality sales and service advice in financial services. You will be responsible for driving sales growth in investments and life insurance through outbound prospecting, new client acquisitions, and adhering to regulatory requirements and compliant sales practices.

What to expect:

You will travel occasionally and are required to have your own vehicle, valid driver’s license, and insurance.

office locations (Windsor) within 50km radius to better serve our clients.

Full time work hours, including evenings and weekends depending on clients’ needs.

Strict confidentiality with respect to client’s medical history, financial status and other personal information.

You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

To be successful:

You remain focused and optimistic in the pursuit of a goal, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.

You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.

You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.

You build trusting relationships and work collaboratively as part of a high-performing team.

You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions, and proactively propose solutions.

Job Types: Full-time, Permanent

Pay: $40,000.00-$60,000.00 per year

Benefits:

Dental care
Disability insurance
Employee assistance program
Extended health care
On-site parking
Paid time off

Licence/Certification:

LLQP or Mutual funds licence (required)

Location:

Windsor, ON N8W 5K8 (required)

Work Location: In person

Quick apply

Refine Your Search

Life and Wealth Insurance Advisor

Financial Advisor/ Senior Financial Advisor - Rimbey

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Investment Funds/Life Insurance Advisor - Shilo, Manitoba

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Associate Investment Advisor

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