Essex, On Financial advisor Jobs – 8 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
Financial Services Specialist
The Co-operators —Windsor, ON
- $45,000–$60,000 a year
- Weekends as needed
- Sales
- Travel
- Financial services
- Wellness program
- Disability insurance
Quick apply
Financial Services Representative - Full Time
Meridian Credit Union —Windsor, ON
- $50,000–$58,000 a year
- Weekends as needed
- Sales
- Analysis skills
- No university degree
- Tuition reimbursement
- Paid time off
10d
Investment Advisor
Royal Bank of Canada —Windsor, ON
- Full-time
- Sales
- Business
- Marketing
Senior Financial Analyst, Accounting Advisory
Metrolinx —Canada
- $93,798 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel

More jobs to discover

Find similar jobs that you might be interested in.

Life and Wealth Insurance Advisor
PLP Financial Services Inc.- Cooperators —Windsor, ON
You will travel occasionally and are required to have your own vehicle, valid driver’s license, and insurance. LLQP or Mutual funds licence (required).
$40,000–$60,000 a year
Quick apply
Registered Nurses - Northern Ontario Communities
Venture Healthcare Inc. —Ontario
A min. of 2 years acute nursing experience, community health and/or hospital experience in ER or ICU. Current Heart and Stroke certification in CPR, ACLS, PALS…
Quick apply

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Investment Advisor
Keybase Financial Group Inc —Richmond Hill, ON
Applicants must be an established advisor with a minimum 4 years in practice and a current book of at least $15M.
$100,000–$125,000 a year
Quick apply
Senior Financial Advisor - Yonge & St. Clair, Toronto, ON
Scotiabank —Toronto, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions.

Show more jobs in cities nearby

I want to receive the latest job alerts for financial advisor in essex, 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

financial advisor jobs near essex, on

Insurance Advisor jobs in Windsor, ON

Financial Crime Investigation jobs in Toronto, ON

Senior Financial Analyst jobs in Edmonton, AB

Senior Financial Analyst jobs in Pickering, ON

Senior Financial Analyst jobs in Aurora, ON

Policy Analyst jobs in Mississauga, ON

Sun Life Financial jobs in Montréal, QC

Senior Financial Analyst jobs in Waterloo, ON

Supply Chain Analyst jobs in Remote

Financial Writer jobs in Toronto, ON

Financial Representative jobs in Coquitlam, BC

Financial Representative jobs in Ajax, ON

Financial Representative jobs in Abbotsford, BC

Financial Representative jobs in Waterloo, ON

Bmo Financial Analyst jobs in Ontario

Customer Service Representative Us jobs in Remote

Financial Specialist jobs in Vancouver, BC

Financial Specialist jobs in Calgary, AB

Mortgage Specialist jobs in Calgary, AB

Financial Specialist jobs in Toronto, 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

financial advisor jobs in essex, on

Life and Wealth Insurance Advisor

Financial Services Specialist

Financial Services Representative - Full Time

Investment Advisor

Senior Financial Analyst, Accounting Advisory

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alerts for financial advisor in essex, on

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected