Associate Financial Advisor
2 weeks ago
OverviewIrons Financial Services Inc., a proud agency representing The Co-operators, is a dynamic and community-focused financial services team committed to helping individuals, families, and businesses achieve financial security through life, wealth, and general insurance solutions. Our office is known for its professionalism, warmth, and deep community engagement — from farm and commercial clients to local families and entrepreneurs. We’re growing and are seeking a motivated Associate Financial Advisor who is passionate about helping clients plan for their future through Life Insurance, Investments, and Wealth Planning.Position OverviewAs an Associate Financial Advisor, you will work closely with the Agency Owner and senior advisors to build client relationships, conduct financial needs analyses, and recommend insurance and investment solutions. This role is ideal for individuals with strong interpersonal skills, business acumen, and a desire to grow within the financial services industry. This position provides a base salary, bonus opportunities, health benefits, retirement plan and a clear pathway to a full Financial Advisor role.Key ResponsibilitiesConduct financial reviews and recommend appropriate life, wealth, and investment solutions.Support the Agency in achieving life and wealth production targets.Maintain accurate records in compliance with Co-operators, FSRA, and MFDA/CIRO standards.Participate in client meetings, events, and community engagement initiatives.Collaborate with the team on marketing, lead generation, and follow-up strategies.Provide outstanding client care, ensuring timely and professional service.Manage and update client files in Salesforce and other internal systems.Requirements & QualificationsEducation & LicensingPost-secondary education in business, finance, or related field preferred.LLQP and Mutual Fund Licenses (or willingness to obtain within the first 3 months).Must maintain good standing with all regulatory bodies.ExperienceMinimum 2 years of experience in financial services, insurance, or investment advisory roles preferred (willing to train high-potential candidates).Experience with client relationship management, sales, or financial planning considered an asset.Skills & AttributesStrong interpersonal and communication skills.Goal-oriented and self-motivated with high ethical standards.Excellent organization and time-management skills.Ability to work independently and as part of a team.Proficient with Microsoft Office, Salesforce (or CRM software), and virtual meeting tools.Other RequirementsValid Ontario Driver’s License and reliable vehicle.Willingness to undergo a Criminal Background Check and Consumer Credit Check.Ability to work extended hours, evenings, and weekends when required.Must be legally eligible to work in Canada.What We OfferCompetitive base salary + performance bonuses + commission structure + health benefits + retirement plan.Paid licensing support and ongoing professional development.Comprehensive training and mentorship from an experienced agency owner.Benefits program available after probationary period.Career growth within one of Canada’s most trusted financial service brands.How to ApplyApply directly to this posting or send your résumé and brief cover letter to Kayla Howard at kayla_howard@cooperators.ca with the subject line: "Associate Financial Advisor Application – [Your Name]"We thank all applicants for their interest; only those selected for an interview will be contacted. #J-18808-Ljbffr
-
Financial Services Associate
3 weeks ago
Central Ontario, Canada Assante Wealth Mgmt Full timeAn established and growing financial planning practice is seeking a Financial Services Associate to join our team. This is an opportunity for a career-oriented individual who wishes to leverage their existing financial background and grow their transferable skills within our branch. The incumbent will work closely with an Advisor in the management of the...
-
Financial Services Associate
3 weeks ago
Central Ontario, Canada Assante Wealth Mgmt Full timeAn established and growing financial planning practice is seeking a Financial Services Associate to join our team. This is an opportunity for a career-oriented individual who wishes to leverage their existing financial background and grow their transferable skills within our branch. The incumbent will work closely with an Advisor in the management of the...
-
Financial Services Associate
3 weeks ago
Central Ontario, Canada Assante Wealth Mgmt Full timeAn established and growing financial planning practice is seeking a Financial Services Associate to join our team. This is an opportunity for a career-oriented individual who wishes to leverage their existing financial background and grow their transferable skills within our branch. The incumbent will work closely with an Advisor in the management of the...
-
Senior Financial Policy Advisor
2 weeks ago
Southwestern Ontario, Canada Financial Policy Full timeSenior Financial Policy Advisor Position No : 00033817 Level / Salary : Level 6, $120,457 - $132,753 per annum (PSCA 2024) + superannuation Directorate / Business Unit : Office of the Deputy Under Treasurer -> Financial Policy and Operations Work Type : Permanent - Full Time Location : Perth Closing Date : 2025-12-04 4 : 00 PM Are you passionate about making...
-
Financial Services Associate: Client Services
3 weeks ago
Central Ontario, Canada Assante Wealth Mgmt Full timeA financial planning firm in Ontario is seeking a Financial Services Associate to support financial advisors by providing excellent client service and assisting with business development. The ideal candidate will have a background in finance or business, strong communication skills, and experience in a client-focused environment. Responsibilities include...
-
Client-Focused Financial Advisor
3 weeks ago
Central Ontario, Canada Scotiabank Full timeA leading bank in the Americas is seeking a Financial Advisor in Orillia, Ontario. In this role, you will proactively engage with customers to understand their needs and provide expert advice. You will build comprehensive financial plans and develop long-standing relationships to grow the branch's business. Candidates should have a Mutual Funds licence and a...
-
Financial Advisor- Parry Sound
2 weeks ago
Central Ontario, Canada Scotiabank Full timeFinancial Advisor – Parry Sound Requisition ID: 241901 Join a purpose driven winning team, committed to results, in an inclusive and high‑performing culture. At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance‑oriented culture that...
-
Senior Financial Advisor
2 weeks ago
Central Ontario, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Requisition ID: 242035 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a...
-
Senior Financial Advisor
2 weeks ago
Central Ontario, Canada Scotiabank Full timeSelect how often (in days) to receive an alert: Requisition ID: 242035 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be… Senior Financial Advisor At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a...
-
Insurance Advisor
3 weeks ago
Central Ontario, Canada Aleem Ravji Insurance and Financial Services Full timeJob Description Insurance Advisor - Desjardins Agent Team Member Location: Barrie, On Type: Full Time Position Overview Are you outgoing and customer-focused? Do you enjoy working with the public? Do you crave a meaningful career and embrace change? If you answered yes to these questions, working for a Desjardins Agent may be the career for you! Desjardins...
