Overview
Insurance Depot Ltd. is seeking a motivated, entrepreneurial, and client-focused Financial Advisors to join our growing team. As a trusted member of the financial services community, we are expanding our office and we are looking for a professional who is passionate about helping individuals, families, and business owners achieve long-term financial security.
If you have a strong work ethic, enjoy building meaningful client relationships, and thrive in a performance-driven environment, we'd love to hear from you!
About the Role
This role is ideal for self-starters with strong communication and networking skills who are committed to delivering exceptional client service while growing their own book of business.
As a Financial Advisor, you will work closely with clients to understand their financial goals and develop customized strategies to help them protect and grow their wealth. Your success will be driven by your ability to build lasting relationships, prospecting to generate new business opportunities, and provide professional financial guidance.
Responsibilities
- Prospect, develop, and acquire new clients through networking, referrals, and community engagement.
- Conduct comprehensive financial needs analyses and identify appropriate solutions.
- Provide professional advice on:
- Life Insurance
- Critical Illness Insurance
- Disability Insurance
- Retirement Planning
- Estate Planning
- Investment and Wealth Accumulation Strategies
- Education Savings Plans (RESPs)
- Pension and Retirement Income Planning
- Build and maintain long-term client relationships through ongoing reviews and exceptional service.
- Prepare and deliver professional financial presentations and recommendations.
- Stay informed on financial markets, industry trends, and regulatory changes.
- Meet and exceed individual sales and client service objectives.
- Participate in ongoing professional development through company-sponsored seminars, webinars, coaching, and training sessions.
Qualifications
- Post-secondary education or equivalent professional experience, preferably in financial services, insurance, or wealth management.
- Strong prospecting, lead generation, and business development skills.
- Excellent verbal, written, presentation, and interpersonal communication skills.
- Ability to build trust and maintain long-term client relationships.
- Highly organized with strong time management and multitasking abilities.
- Entrepreneurial mindset with a results-driven approach.
- Ability to work independently while contributing to a collaborative team environment.
- Valid driver's license and reliable vehicle.
- LLQP License (required)
What We Offer
- Salary plus commission-based compensation with draw opportunities.
- Performance-based bonuses and incentive programs.
- Ongoing professional development, coaching, and licensing support.
- Marketing and lead generation support.
- Collaborative team culture and regular company events.
- Tuition reimbursement.
- Car allowance.
Compensation
This position offers a comprehensible salary and commission, providing unlimited earning potential for motivated professionals.
Schedule
- Full-time
- 8-hour shifts
- Flexible scheduling with client appointments
Licence & Certification
Inclusion & Equal Opportunity Employment
Insurance Depot LTD. is an equal opportunity employer committed to fostering an inclusive and diverse workplace. We welcome applications from all qualified candidates and make employment decisions without regard to race, colour, religion, sex, sexual orientation, gender identity or expression, national origin, age, disability, veteran status, Indigenous identity, or any other characteristic protected under applicable law.
If you're ready to build a rewarding career helping clients achieve financial confidence while growing your own business within a supportive and entrepreneurial environment, we encourage you to apply today.
Pay: $60,000.00-$80,000.00 per year
Benefits:
- Company car
- Company events
- Flexible schedule
- On-site parking
- Paid time off
Work Location: In person
