Windsor On Life and wealth insurance advisor Jobs – 6 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
Investment Advisory Support
BMO Financial Group —Windsor, ON
- $32,400–$48,300 a year
- Full-time
- Analysis skills
- Communication skills
- Tuition reimbursement
- Life insurance
Investment Advisor
Royal Bank of Canada —Windsor, ON
- Full-time
- Sales
- Business
- Marketing
Experienced Financial Advisor/Planner
Desjardins Financial Security Independent Network - Southwestern Ontario —Windsor, ON
- Full-time
- Communication skills
Quick apply

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Developing Investment Advisor
TD Bank —Whitby, ON
The program includes enhanced coaching and training and offers in-branch training on systems, product and service orientation, strategic business development,…
$50,000–$100,000 a year
11d
Wealth Associate
National Bank of Canada —Richmond Hill, ON
Health and wellness program, including many options. Employee and family assistance program. Carry out the administrative management of client files by managing…

I want to receive the latest job alerts for life and wealth insurance advisor in windsor on

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

life and wealth insurance advisor jobs near windsor on

Insurance Advisor jobs in Windsor, ON

Financial Planner jobs in Windsor, ON

Investment Consultant jobs in Saskatoon, SK

Investment Consultant jobs in Oshawa, ON

Entry Level Investment jobs in Vancouver, BC

Investment Consultant jobs in Toronto, ON

Investment Consultant jobs in Montréal, QC

Implementation Consultant jobs in Toronto, ON

Strategy Consultant jobs in Toronto, ON

Nurse Consultant jobs in Edmonton, AB

Program Advisor, Early Childhood Education jobs in Ontario

Insurance Advisor jobs in Collingwood, ON

Insurance Advisor jobs in Ile Des Chenes, MB

Intact Insurance jobs in Edmonton, AB

Insurance Advisor jobs in Niagara Falls, ON

Insurance Advisor jobs in Surrey, BC

Communications Advisor jobs in Edmonton, AB

Rbc Financial Planner jobs in Ontario

Maintenance Planner jobs in Montréal, QC

Financial Planner jobs in Ontario

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 jobs in windsor on

Life and Wealth Insurance Advisor

Investment Advisory Support

Investment Advisor

Experienced Financial Advisor/Planner

Explore jobs in cities nearby

I want to receive the latest job alerts for life and wealth insurance advisor in windsor on

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected