Financial Security Advisor
1 month ago
Join us for a Rewarding CareerAre you passionate about financial security and seeking a fulfilling career? Look no furtherAbout Us:Matcha Insurance, a subsidiary of Humania Assurance, is a dynamic multi-channel financial services firm committed to securing the best insurance coverage for our clients. Our mission revolves around providing customized solutions, ensuring accessibility, and eliminating the need for extensive travel. We are currently on the lookout for talented individuals to join our team of Financial Security Advisors.Position: Financial Security AdvisorResponsibilities:As a Financial Security Advisor, you'll be an integral part of our team with access to a comprehensive range of products from leading insurers in Canada. Your role will involve online interactions through video conferences and chats, as well as phone-based consultations. Key responsibilities include:Informing clients about insurance options.Comparing and analyzing various insurance offers.Selling the best-suited products tailored to clients' needs.Specific Tasks:Provide consultation services through phone, chat, email.Conduct thorough needs analysis and offer recommendations.Propose optimal solutions to a targeted clientele.Operate with transparency and independence in managing client files.Execute insurance transactions based on clients' chosen products.Deliver post-sales support and service to customers.Adhere to company standards, codes of ethics, and regulatory compliance.Actively contribute to the success of marketing campaigns, including E-Marketing initiatives.Requirements and Qualifications:Financial Security Advisor certification in Ontario (LLQP).Prior experience in financial services distribution (an asset).Must give undivided attention to company leads during working hours and ability to sell effectively over the phone. Bilingualism (an asset).Availability for varying shifts within office operating hours (9 am EST to 9 pm EST).Access to a quiet space with a high-speed wifi connection.Familiarity with SalesForce, Compulife, WinQuote, and Adobe is considered an asset.Skills and Abilities:Excellent listening and communication skills.Ability to establish a climate of trust with clients.Strong adaptability.Analytical and synthesizing abilities.Outstanding organizational skills.Autonomy and attention to detail.Results-oriented mindset.Compensation:This is a full-time employee position with a base salary of $35,000 plus commission. On Target Earnings (OTE) range between $70,000 to $80,000, providing an exciting opportunity for financial growth and success.If you are bold, tech-savvy, and ready to become a key player in our company, we want you on our team Join Matcha Insurance and embark on a fulfilling journey towards success and personal growth. Apply now to be part of a company that values expertise, transparency, and innovation
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Financial security advisor
2 weeks ago
Ontario, Canada Matcha Assurance Full timeAre you passionate about financial security and seeking a fulfilling career? Matcha Insurance, a subsidiary of Humania Assurance, is a dynamic multi-channel financial services firm committed to securing the best insurance coverage for our clients. We are currently on the lookout for talented individuals to join our team of Financial Security Advisors. ...
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Financial security advisor
1 month ago
Ontario, Canada Matcha Assurance Full timeAre you passionate about financial security and seeking a fulfilling career? About Us:Matcha Insurance, a subsidiary of Humania Assurance, is a dynamic multi-channel financial services firm committed to securing the best insurance coverage for our clients. We are currently on the lookout for talented individuals to join our team of Financial Security...
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Financial Security Advisor
2 weeks ago
Ontario, Canada Matcha Assurance Full timeJoin us for a Rewarding Career! Are you passionate about financial security and seeking a fulfilling career? Look no further! About Us: Matcha Insurance, a subsidiary of Humania Assurance, is a dynamic multi-channel financial services firm committed to securing the best insurance coverage for our clients. Our mission revolves around providing customized...
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Financial Security Advisor
1 month ago
Ontario, Canada Matcha Assurance Full timeJoin us for a Rewarding Career!Are you passionate about financial security and seeking a fulfilling career? Look no further!About Us:Matcha Insurance, a subsidiary of Humania Assurance, is a dynamic multi-channel financial services firm committed to securing the best insurance coverage for our clients. Our mission revolves around providing customized...
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Financial Security Advisor
1 month ago
Ontario, Canada Matcha Assurance Full timeJoin us for a Rewarding Career!Are you passionate about financial security and seeking a fulfilling career? Look no further!About Us:Matcha Insurance, a subsidiary of Humania Assurance, is a dynamic multi-channel financial services firm committed to securing the best insurance coverage for our clients. Our mission revolves around providing customized...
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Financial Security Advisor
1 month ago
Ontario, Canada Matcha Assurance Full timeJoin us for a Rewarding Career! Are you passionate about financial security and seeking a fulfilling career? Look no further! About Us: Matcha Insurance, a subsidiary of Humania Assurance, is a dynamic multi-channel financial services firm committed to securing the best insurance coverage for our clients. Our mission revolves around providing customized...
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Financial Security Advisor
4 weeks ago
Ontario, Canada, Canada Matcha Assurance Full timeJoin us for a Rewarding Career!Are you passionate about financial security and seeking a fulfilling career? Look no further!About Us:Matcha Insurance, a subsidiary of Humania Assurance, is a dynamic multi-channel financial services firm committed to securing the best insurance coverage for our clients. Our mission revolves around providing customized...
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Associate Financial Advisor
1 month ago
Brampton, Ontario, Peel region, Canada Financial Services Full timeAbout Us: We are dedicated to providing exceptional financial planning and investment management services to our clients. Our team is passionate about helping individuals and families achieve their financial goals through personalized strategies and unparalleled expertise. We are currently seeking a motivated and detail-oriented Associate Financial Advisor...
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Associated Financial Advisor
3 weeks ago
Mississauga, Ontario, Peel region, Canada Financial Services and Advisory Full timeSummaryWe are seeking an eager, strategic finance enthusiast to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk...
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Financial Security Advisor
2 days ago
Ottawa, Ontario, H2B, Montréal, Canada Financière Sun Life Full timeAs a Sun Life Financial advisor you’ll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievementsLet’s talk. This could be the start of something great!What’s in it for you? Be in charge of your own business and income opportunities Dedicated leadership support and...
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Senior Financial Advisor
2 weeks ago
Eastern Ontario, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our Imperial Service Team at CIBC. As a key member of our team, you will be responsible for managing and growing a dedicated client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client service.This...
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Senior Financial Advisor
2 weeks ago
Eastern Ontario, Canada CIBC Full timeAbout the RoleWe are seeking a highly skilled and experienced Senior Financial Advisor to join our Imperial Service Team at CIBC. As a key member of our team, you will be responsible for managing and growing a dedicated client portfolio through key relationship management, creating comprehensive financial plans, and providing exceptional client service.This...
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Financial Advisor
1 month ago
Ontario, Canada Triple A Plus Financial Full time**About us** We are dedicate to providing our clients with peace of mind through comprehensive life insurance solutions. We believe in building lasting relationships with our clients, understanding their unique needs, and helping them secure their future. As we continue to grow, we are looking for passionateand driven individuals to join our team. Are you...
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Financial Advisor Assistant
2 months ago
Ottawa, Ontario, Ottawa region, Canada Express Employment Professionals - Ottawa East Full timeOur client, a wealth management firm that provides strategic financial and personal advice to successful individuals across Canada, is looking for an ambitious and outgoing Administrative Associate to join their team on a permanent basis. Why work for this organization?Health and dental benefits Yearly performance bonuses Team building / Social...
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Advisor Power Financial Planning
2 weeks ago
Ontario, Canada Enbridge Inc. Full timeAdvisor Power Financial Planning & Analysis Location: North York, ON, CAN Remote Type: Hybrid: Remote and Office Time Type: Full time Posted On: 3 Days Ago Posting End Date: September 17, 2024 Employee Type: Regular-Full time Union/Non: This is a non-union position We exist to help fuel quality of life within communities where we work and...
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Compliance Officer, Sales Communications
1 month ago
Toronto, Ontario, Ontario, Canada CI Financial Full timeJOB OVERVIEWWe are currently seeking a Compliance Officer (6-month contract) to join our Sales Communications team. In this role, the successful candidate is expected to review, supervise and coordinate for approval Assante Advisor advertising, sales literature and correspondence. This involves working directly with the Advisors to support them with their...
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LLQP Licensed Life Insurance Sales Advisor
4 weeks ago
Toronto, Ontario, Ontario, Canada Neilson Financial Services Full timeAt Neilson, we’re dedicated to helping families secure financial protection for their loved ones with a range of life insurance options. Neilson is a leading provider of innovative, simple and great-value direct life insurance products. You may have come across some of our brands such as Cover Direct and Seniors Choice.We have evolved from our origins in...
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Indigenous Financial Advisor
3 days ago
Central Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Indigenous Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a vital role in providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong...
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Indigenous Financial Advisor
3 days ago
Central Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Indigenous Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a vital role in providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong...
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Indigenous Financial Advisor
3 days ago
Central Ontario, Canada Scotiabank Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Indigenous Financial Advisor to join our team at Scotiabank. As a key member of our Canadian Banking Branch network, you will play a vital role in providing exceptional service to our customers and helping them achieve their financial goals.Key ResponsibilitiesDevelop and maintain strong...