Tecumseh, On Associate, valuations & transaction advisory [posted mar Jobs – 197 Openings This Week

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
Associate Dentist
A well established Dental Clinic —Windsor, ON
- $96,957.14–$327,737.08 a year
- Part-time
- CPR Certification
- Pediatrics
- Epic
Quick apply
Forklift Operator
The Job Shoppe —Windsor, ON
- $20.50 an hour
- Full-time
- Heavy lifting
- Forklift
- Warehouse experience
- Paid time off
Quick apply
Automotive Production Associates
The Job Shoppe —Windsor, ON
- $18.60 an hour
- Overtime
- Heavy lifting
- High school diploma or GED
- Assembly
Quick apply
Printing Production Associates - All Shifts
The Job Shoppe —Tecumseh, ON
- $22.14 an hour
- Overtime
- Writing skills
- Microsoft Office
- High school diploma or GED
- Wellness program
- Dental care
Quick apply
Associate Dentist
Easy Smiles Dentistry —Windsor, ON
- $20,000–$60,000 a month
- Part-time
- Medicine
- Doctoral degree
- In-person
Quick apply
4h
Associate Director of IPAC (Orillia)
Arcavia (Orillia) LTC LP —Ontario
- $63,000–$90,000 a year
- Full-time
- Communication skills
- Dental care
Quick apply
Department Manager, Meat - Northern Canada
Northern / NorthMart —Ontario
- $48,450–$65,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Customer service
Associate Director of Care (RN) (Orillia)
Arcavia (Orillia) LTC LP —Ontario
- $84,000–$115,000 a year
- Full-time
- Communication skills
- Nursing
- Dental care
Quick apply
Account Manager
ICONIX Waterworks —Windsor, ON
- $85,000 a year
- Sales
- High school diploma or GED
- Travel
2d
Associate General Counsel, Commercial Contracts
CARFAX —Ontario
- $120,200–$170,200 a year
- Full-time
- Analysis skills
- Presentation skills
- Bachelor's
Quick apply
Certified Forklift Driver - Tecumseh
Legacy Personnel Solutions —Windsor, ON
- From $21.50 an hour
- Weekends as needed
- English
- Forklift
- High school diploma or GED
Quick apply
12d
Retail Store Manager 2228 Devonshire
BENTLEY GROUP —Windsor, ON
- From $24 an hour
- Full-time
- Sales
- Inventory management
- Customer service
- Store discount
- Dental care
Quick apply
Account Manager
ICONIX Waterworks —Windsor, ON
- $85,000 a year
- Full-time
- Sales
- High school diploma or GED
- Travel
2d
Associate Director of Clinical Services (RPN)
Richmond Terrace —Amherstburg, ON
- $67,000–$79,000 a year
- Full-time
- CPR Certification
- Nursing
- Supervising experience
Quick apply
Branch Associate (Waterworks - Windsor, ON)
Wolseley Inc. —Oldcastle, ON
- Overtime
- Customer service
- Forklift
- Microsoft Office
- Profit sharing
- Wellness program
Quick apply
5d
Rental and Outfitting Associate - Portage Store - Algonquin Park
Algonquin Outfitters —Ontario
- $17.60 an hour
- Temporary
- Customer service
- Cashiering
- POS
- Store discount
Quick apply
5d
Seasonal Retail Associate - Portage Store - Algonquin Park
Algonquin Outfitters —Ontario
- $17.60 an hour
- Temporary
- Customer service
- POS
- Store discount
Quick apply
5d
Seasonal Retail Sales Associate - Lake Opeongo - Algonquin Park
Algonquin Outfitters —Ontario
- From $17.60 an hour
- Temporary
- Customer service
- POS
- In-person
- Store discount
- Dental care
Quick apply
5d
Home Furnishing Sales Associate
Tepperman's —Windsor, ON
- $40,000–$90,000 a year
- Weekends as needed
- Sales
- Customer service
- Communication skills
- Life insurance
Quick apply

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associate, valuations & transaction advisory [posted mar jobs near tecumseh, on

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

associate, valuations & transaction advisory [posted mar jobs in tecumseh, on

Life and Wealth Insurance Advisor

Associate Dentist

Forklift Operator

Automotive Production Associates

Printing Production Associates - All Shifts

Associate Dentist

Associate Director of IPAC (Orillia)

Department Manager, Meat - Northern Canada

Associate Director of Care (RN) (Orillia)

Account Manager

Associate General Counsel, Commercial Contracts

Certified Forklift Driver - Tecumseh

Retail Store Manager 2228 Devonshire

Account Manager

Associate Director of Clinical Services (RPN)

Branch Associate (Waterworks - Windsor, ON)

Rental and Outfitting Associate - Portage Store - Algonquin Park

Seasonal Retail Associate - Portage Store - Algonquin Park

Seasonal Retail Sales Associate - Lake Opeongo - Algonquin Park

Home Furnishing Sales Associate

I want to receive the latest job alerts for associate, valuations & transaction advisory [posted mar in tecumseh, on

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