Leduc, Ab Financial advisor Jobs – 6 Openings This Week

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
Certified Financial Planner
Yates Whitaker LLP Chartered Professional Accountants —Edmonton, AB
- From $75,000 a year
- Full-time
- Accounting
- Organizational skills
- Financial services
- Dental care
Quick apply
Manager, External Financial Advisory
MNP —Edmonton, AB
- Microsoft Excel
- Oracle
- Finance
- Dental care
- Paid time off
Senior Associate, Family Office Services
MNP —Edmonton, AB
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Associate, Family Office Services
MNP —Edmonton, AB
- Hybrid work
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel

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Certified Financial Planner
Yates Whitaker LLP Chartered Professional Accountants —Edmonton, AB
A Certified Financial Planner (CFP) designation or a Chartered Professional Accountant currently in the CFP program.
From $75,000 a year
Quick apply
Insurance Advisor Life, Health & Wealth
Royal Bank of Canada —Edmonton, AB
Valid Canadian driver's license and own vehicle required for travelling to meet clients within a designated area. Post-secondary degree or equivalent.
7d

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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
Financial Advisor, Investment & Retirement Planning - BLOOR & YONGE
Scotiabank —Toronto, ON
Competitive compensation and benefits package, and the ability to make a lasting impact on an assigned book of customers.
8h

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financial advisor jobs near leduc, ab

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

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financial advisor jobs in leduc, ab

Associate Financial Advisor

Certified Financial Planner

Manager, External Financial Advisory

Senior Associate, Family Office Services

Associate, Family Office Services

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