Waterloo On Associate advisor, wealth management Jobs – 100 Openings This Week

Broker Sales - Bilingual Sales Representative
OTIP Group of Companies (OTIP, Orbit, Curo) —Waterloo, ON
- $52,454–$72,099 a year
- Full-time
- Hybrid work
- Bilingual
- Salesforce
- Microsoft Office
Quick apply
Entry Level Suspension Technician
TruckPro LLC —Cambridge, ON
- $25–$32 an hour
- Full-time
- Heavy lifting
- Maintenance
- Forklift
- Designated paid holidays
- Dental care
Quick apply
Bilingual Customer Service Broker - Home & Auto Insurance (RIBO Licensed)
OTIP Group of Companies (OTIP, Orbit, Curo) —Waterloo, ON
- Full-time
- Microsoft Outlook
- Sales
- English
Quick apply
Bilingual (French/English) Sales Broker (RIBO Licensed)
OTIP Group of Companies (OTIP, Orbit, Curo) —Waterloo, ON
- $55,011–$68,712 a year
- Full-time
- English
- Microsoft Office
- Organizational skills
Quick apply
Client Executive, Personal Insurance
NFP Corp —Kitchener, ON
- $67,200–$107,500 a year
- Full-time
- Hybrid work
- Analysis skills
- Presentation skills
- Computer skills
Quick apply
3d
Associate Insurance Advisor III
The Co-operators —Waterloo, ON
- $55,000–$65,000 a year
- Full-time
- Hybrid work
- Business development
- In-person
- Communication skills
- Disability insurance
- Dental care
Quick apply
3d
Wealth Associate
Arca Financial Group —Waterloo, ON
- $50,000–$80,000 a year
- Full-time
- CRM software
- Microsoft Office
- Finance
Quick apply
4d
Curo - Accident Benefits Claims Examiner
OTIP Group of Companies (OTIP, Orbit, Curo) —Waterloo, ON
- Overtime
- Microsoft Office
- Databases
- Continuous improvement
Quick apply
Broker Sales - Sales Representative
OTIP Group of Companies (OTIP, Orbit, Curo) —Waterloo, ON
- $52,454–$72,099 a year
- Full-time
- Hybrid work
- Salesforce
- Microsoft Office
- Business development
Quick apply
Investment Specialist, BMO InvestorLine (English/Mandarin/Cantonese) Remote
BMO Financial Group —Ontario
- $36,600–$67,500 a year
- Remote
- Customer service
- English
- High school diploma or GED
- Tuition reimbursement
- Life insurance
Specialty Territory Manager, Concrete Solutions
Stanley Black & Decker —Guelph, ON
- $60,000–$70,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
Quick apply
Portfolio Manager
True North HR Consulting —Waterloo, ON
- $125,000–$180,000 a year
- Full-time
- Hybrid work
- Microsoft Office
- Finance
- Master's degree
- Profit sharing
- Disability insurance
23h
Investment Analyst
True North HR Consulting —Waterloo, ON
- $70,000–$85,000 a year
- Full-time
- Hybrid work
- Research
- Microsoft Office
- Finance
- Profit sharing
- Disability insurance
23h
Bilingual Customer Service Advisor (French / English)
Echelon Insurance —Ontario
- $40,800–$62,700 a year
- Hybrid work
- Microsoft Word
- English
- Analysis skills
- Wellness program
- Tuition reimbursement
Quick apply
Mortgage Agent
Blue Pearl Mortgage Group —Ontario
- $80,000–$150,000 a year
- Full-time
- Remote
- Bilingual
- Sales
- Customer service
- Work from home
Quick apply
Advisor & Client Service Administrator
MARBECK Benefit Consulting Ltd —Waterloo, ON
- $55,000–$65,000 a year
- Full-time
- CRM software
- Microsoft Office
- Finance
Quick apply
12d
Mortgage Specialist - Guelph
Scotiabank —Guelph, ON
- Sales
- Financial services
- Communication skills
- Dental care
Mortgage Specialist - Kitchener, Cambridge, Waterloo
Scotiabank —Waterloo, ON
- Sales
- Financial services
- Communication skills
- Dental care
Sales Associate Advisor, Advisor, Sales Manager, Insurance and Investments
Sun Life Financial —Ontario
- Full-time
- Business development
- In-person
- Communication skills
Quick apply
Automotive Service Installer
Canadian Tire —Kitchener, ON
- $19–$23 an hour
- Part-time
- Maintenance
- Computer skills
- Profit sharing
- Flexible schedule
4d

I want to receive the latest job alerts for associate advisor, wealth management in waterloo 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

associate advisor, wealth management jobs near waterloo on

Broker Sales - Bilingual Sales Representative

OTIP Group of Companies (OTIP, Orbit, Curo) -
Waterloo, ON

Quick apply

Job details

Full-time
$52,454–$72,099 a year

Qualifications

Bilingual
Outbound sales
Product recommendation
Case file maintenance
Salesforce Platform
Salesforce
Client inquiry handling
RIBO License
Microsoft Office
Business development
Sales pipeline
Sales orientation
Customer service orientation
Organizational skills
Prospecting
Customer support
Insurance sales
Epic
Communication skills
Client interaction
Marketing
Time management

Full job description

Who We Are

With every job, there’s always the question of “why”. Why join a company? Why be part of their mission? Here, the why is easy. It’s because at some point, we’ve all needed someone there for us.

At the OTIP Group of Companies (OGC), we believe that something special happens when employees feel valued for the work they do, supported as the people they are, and included in the very fabric of the organization: they bring their best to work every day. And that's why we mean it when we say we put our people at the centre of everything we do. Join us as we grow our way into a future that reimagines what it means to deliver meaningful benefits support and service.

What you'll do:
Tailoring interactions using emerging technology solutions including phone, chat, email, SMS, and video conferencing.
Identifying customer needs to build on existing products, including developing contact plans, introducing new products and services, and quoting and marketing personal insurance business.
Selling insurance products by establishing contact and developing relationships with prospects, responding to incoming communications, following up on expiry date cards, re-quoting previous prospects and cancelled files, and contacting generated leads.
Creating a trusting environment that fosters new sales opportunities and retention of existing business.
Actively participating within the team and independently to continuously contribute to overall business improvement.
Owning and resolving all customer inquiries, ensuring minimal customer effort and a seamless experience.
Accurately processing account changes, maintaining complete customer documentation, preparing correspondence, and documenting files for follow-up.
Tackling complex insurance-related cases, creatively utilizing all available resources until full resolution is achieved.
Identify, source, and close new business opportunities through outbound prospecting, networking, and strategic outreach.
Manage the full sales cycle from prospecting to closing deals.
Consistently meet or exceed individual sales targets and performance metrics.
Build and maintain a robust pipeline of qualified leads using CRM tools and sales methodologies.
Develop in-depth product and market knowledge to effectively communicate value to clients.
Stay ahead of industry trends and competitive dynamics to uncover opportunities for growth.

Let's talk about you:
RIBO license (Registered Insurance Broker of Ontario) is required. Candidates must hold a valid license.
Minimum of two years’ sales experience, preferably in personal lines, automobile, and property insurance.
Proven track record of overachieving sales targets in a high-pressure, quota-driven environment.
Hunter mentality – self-starter with an unstoppable drive to win and close deals.
Comfortable working in a fast-paced, high-demand environment with ambitious goals.
Highly motivated, goal-oriented, and accountable for results.
Resilient and persistent – thrives on overcoming challenges and rejection.
Exceptional communication skills and the ability to effectively engage with all levels of internal and external stakeholders.
Strong time management and organizational skills to handle competing priorities is a must.
Intermediate proficiency in Microsoft Office Suite. Preference will be given to candidates with experience using EPIC, ARS, Salesforce, and insurance company portals.

Working Conditions:
1. General contact centre and office environment.
2. Hybrid and remote options available.
We also consider your potential. If you know you have what it takes to do the job, but your experience doesn’t exactly match the qualifications above, we encourage you to apply and provide us with more details about why you think you would be a great fit.

Salary Range:  $52,454 to $72,099

This position offers a competitive salary along with rewarding bonuses that recognize your dedication.

At the OTIP Group of Companies (OGC), we value transparency and take multiple factors into account when determining your starting salary, including your skills, experience, and alignment with the role as well as internal equity, while positioning you for continued growth and recognition over time

Some of the Perks We Offer:
We offer best-in-class pension and benefits, total reward programs and comprehensive mental wellness support to set you up for every success in and outside of work. Here are just some of the reasons you’ll love working here:

Defined benefit pension plan for a financially confident retirement

100% coverage of approved continuing education and licensing fees

Access to a wealth of learning resources, including LinkedIn Learning for professional development

Flexible work-from-home and hybrid options

Unlock your potential with opportunities for advancement

Let’s work together! If you are interested in this opportunity, please apply online.
#IND-HP

The OTIP Group of Companies (“OGC”) is a group of affiliated organizations operating under a shared purpose and values. OGC is comprised of Ontario Teachers Insurance Plan (OTIP), Curo Claims Services, and Orbit Insurance Services.

Candidate communications may refer to OGC when referencing any of the affiliated organizations applied to.

This recruitment process uses artificial intelligence tools to assist with screening and assessing applications. All hiring decisions include human review.

OTIP and its group of companies strive to create an accessible and inclusive work environment where everyone is treated with respect and dignity. Upon individual request, we will endeavor to remove any barrier to the recruitment and selection processes and provide accommodations for persons with disabilities.

As a business, we protect what matters most to our members. As an employer, we value what matters most in our workplace. Together, this includes fostering a diverse, equitable and inclusive environment for all. We are committed to learning and evolving so we can continue to celebrate what makes us special. You are who you are, and our differences are what make us unique.

We are an equal opportunity employer and encourage applications from all qualified individuals. We thank all applicants for their interest; however, only candidates selected for an interview will be contacted.

Quick apply

Refine Your Search

associate advisor, wealth management jobs in waterloo on

Broker Sales - Bilingual Sales Representative

Entry Level Suspension Technician

Bilingual Customer Service Broker - Home & Auto Insurance (RIBO Licensed)

Bilingual (French/English) Sales Broker (RIBO Licensed)

Client Executive, Personal Insurance

Associate Insurance Advisor III

Wealth Associate

Curo - Accident Benefits Claims Examiner

Broker Sales - Sales Representative

Investment Specialist, BMO InvestorLine (English/Mandarin/Cantonese) Remote

Specialty Territory Manager, Concrete Solutions

Portfolio Manager

Investment Analyst

Bilingual Customer Service Advisor (French / English)

Mortgage Agent

Advisor & Client Service Administrator

Mortgage Specialist - Guelph

Mortgage Specialist - Kitchener, Cambridge, Waterloo

Sales Associate Advisor, Advisor, Sales Manager, Insurance and Investments

Automotive Service Installer

I want to receive the latest job alerts for associate advisor, wealth management in waterloo on

Related Searches

Explore jobs in more locations

Job seeker tools

Employer Tools

Browse

Stay Connected