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Financial Industry Professionals
4 months ago
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. regulatory requirements and compliant sales practices and will drive sales growth in investments and
life insurance through outbound prospecting and new client acquisitions. Contributing to the development and sustainable growth of the agency’s investment assets and
providing client-centric investment services, including segregated funds and mutual funds
Engaging with prospects to proactively build a sales pipeline and developing marketing plans to
promote value-added advice-based financial services.
• alignment with Know Your Client requirements, opening new accounts and documenting
Conducting regular reviews of client investment plans and identifying additional asset gathering
Participating in events to create brand awareness and developing, maintaining, and cultivating
community contacts to enhance agency visibility and maximize new business opportunities.
You successfully build plans focused on expanding market penetration and apply an innovative
You have two years of experience in the financial services industry, including experience in
investment and life product sales.
• You hold a Life License and Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified
This job is on-site in the Timmins Ontario office. Monday to Friday 9-5.
*Paid health and dental benefits.
*All fees covered by the office.
• You are required to have your own vehicle, valid driver’s license, and insurance.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
