Financial advisor Jobs

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
Financial Advisor/ Senior Financial Advisor - Rimbey
Servus Credit Union —Rimbey, AB
- Sales
- Customer service
- High school diploma or GED
- Profit sharing
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
10d
Financial Advisor
CIBC —Rouyn-Noranda, QC
- Full-time
6d
Associate Financial Advisor
Brad Thompson & Associates Inc —North Bay, ON
- $90,000–$140,000 a year
- Full-time
- Finance
- In-person
- Disability insurance
- Dental care
Quick apply
14h
Associate Financial Advisor
Brad Thompson & Associates Inc —North Bay, ON
- $90,000–$140,000 a year
- Full-time
- Finance
- In-person
- Disability insurance
- Dental care
Quick apply
14h
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-CIRO-MFD/AMF
CIBC —Lloydminster, SK
- Full-time
Associate Investment Advisor
Confidential —Vernon, BC
- From $70,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Dental care
Quick apply
Associate Insurance and Financial Advisor
Niehaus Financial Inc —Cold Lake, AB
- $50,000–$200,000 a year
- Full-time
- Research
- Finance
- Analysis skills
- Dental care
- Paid time off
Quick apply
Financial Advisor - Scenic Lethbridge
Servus Credit Union —Lethbridge, AB
- Sales
- Customer service
- Computer skills
- Profit sharing
Quick apply
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Saskatoon, SK
- Full-time
- Sales
- English
- Business development
- Profit sharing
13d
Senior Financial Advisor - Bracebridge, ON
Scotiabank —Bracebridge, ON
- Sales
Spécialiste en Services Financiers
CIBC —Rouyn-Noranda, QC
- Weekends as needed
6d
Registered Representative - Associate Advisor
Joe D’Aurizio - Investment Advisor —Burlington, ON
- $80,000–$115,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Disability insurance
- Dental care
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
13d
Associate Financial Advisor
CIBC —Prince George, BC
- Weekends as needed
- Finance
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
12d
Financial Advisor, Investment & Retirement Planning - Bracebridge, Ontario
Scotiabank —Bracebridge, ON
- Sales

I want to receive the latest job alerts for financial advisor

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

financial advisor jobs near

Associate Financial Advisor

The Co-operator's Harpe Insurance & Financial Services Inc. -
Leduc, AB

Quick apply

Job details

Permanent | Full-time
$70,000–$120,000 a year

Qualifications

Sales
Microsoft Office
Finance
CFP
LLQP
MFDA
Leadership
Communication skills

Full job description

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.

Roles and responsibilities:

Support development of the agency operation through the sales and profitable growth of life, group and wealth management products

Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.

Proactively complete client reviews focusing on life and wealth management products.

Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan

Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals

Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility

Support programs to build multi-client relationships.

Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately

Support the agency team in their daily activities

Working Conditions:

Physical: Regular off ce environment with some evening work required and some travel outside of the office. Willing to work flexible hours according to client needs.

Qualifications And Skills:

Life License is required

Mutual Funds License is required

CFP/QAFP &/or CLU is required or in the process of attaining

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses

A minimum of two (2) years sales experience or related business experience is preferred

Knowledge of insurance products and strong underwriting skills is an asset

Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving

Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office

Valid drivers license may be required

The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.

Working Conditions:

PERFORMANCE MEASURES:

Achievement of individual sales goals with a strong focus on consistent and

Proactive sales activity

Strong contribution to achievement of the agency goals

Contribution to achievement of multi-line client targets

Strong commitment to ongoing personal and professional development

Level of customer satisfaction as measured through client feedback

Demonstration of client needs analysis through commitment to use of financial security planning tools

Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines

Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback

Work independently and effectively use and apply the resources available

Impact on the Business:

Contribution to profitable growth and positive retention in the agency as measured by key indicator reports

Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports

Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information

Associate Life/Wealth Insurance Advisors are the face of the organization to our clients

Impact on the Client:

Focus on relationship building with clients and effectively communicates with clients to deliver on the service promise

Timely delivery of services and responses to client inquiries - once and done approach

Impact on Team/Staff Development:

Effectiveness of working relationships with peers, agent and district management team

Demonstrated leadership ability in building a strong team environment

Contribution to the motivation and engagement of the agency team

Works cooperatively with others to accomplish objectives.

Achievement of targets set both team and individual

Ability and initiative to take on new and challenging assignments

Job Types: Full-time, Permanent

Pay: $70,000.00-$120,000.00 per year

Benefits:

Dental care
Disability insurance
Extended health care
Paid time off
RRSP match
Vision care

Work Location: In person

Quick apply

Refine Your Search

Associate Financial Advisor

Financial Advisor/ Senior Financial Advisor - Rimbey

Investment Funds/Life Insurance Advisor - Shilo, Manitoba

Agriculture Banking Advisor