Associate Financial Advisor
2 weeks ago
OverviewAssociate Financial Advisor at Co-operators, CGIC – Retail Sales. This role is office-based, regular full-time, with bilingual requirements (English and Mandarin/Cantonese).Role SummaryThe Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may specialise in one or more product areas such as life, group and wealth. They 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.How You Will Create ImpactSupport 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.Complete front-line risk assessment and selection, following underwriting guidelines.Complete home, commercial and farm inspections as required.Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.How You Will SucceedYou remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client-centric lens.You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.You build trusting relationships and provide guidance to support the development of peers.To Join Our TeamLife License is required.General or other Insurance License(s) may be required depending on the specialty focus for the role.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 or marketing experience is preferred.Knowledge of insurance products and strong underwriting skills is an asset.Able to speak Mandarin or Cantonese.What You Need To KnowYou will travel occasionally.You are required to have a valid driver’s license and insurance.Strict confidentiality with respect to client’s medical history, financial status and other personal information.Extended work hours, including weekends, may be required during peak periods.This role involves direct contact with clients and/or service providers in their environment.You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.What’s in it for youTraining and development opportunities to grow your career.Opportunities to give back to your community.A competitive compensation package and benefits program. #J-18808-Ljbffr
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Financial Advisor
1 week ago
Toronto, Canada Educators Financial Group Full time**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...
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Financial Advisor
5 days ago
Toronto, Canada Educators Financial Group Full time**Job Summary**: Educators Financial Group is seeking an exceptional **Financial Advisor** to grow an assigned book of business within the education community including Ontario Secondary School Teachers Federation (OSSTF/FEESO), the Ontario English Catholic Teachers Association (OECTA) and the Elementary Teachers Federation (ETFO) employee groups and their...
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Associate Financial Advisor
2 weeks ago
Toronto, Canada Novel Wealth Full time**Associate Financial Advisor - Wealth Management & Family Office** Are you a driven, detail-oriented professional with a background in tax, accounting or finance, who wants to build a long-term career in wealth management? This is a rare opportunity, to join one of the fastest growing boutique wealth management and family office firms, as an Associate...
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Financial Advisor
7 days ago
Toronto, Canada CI Financial Full time**ABOUT US** Founded in 1995, Assante Wealth Management is one of Canada’s largest firms providing wealth management solutions. Our 830 professional advisors, located in communities throughout the country, have approximately $43 billion of Canadian's family wealth under their care. **POSITION**:Financial Advisor **LOCATION**: Toronto, ON (M5J...
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Associate Financial Advisor
2 weeks ago
Toronto, Ontario, Canada Raymond James Full time $80,000 - $100,000Raymond James Independent Financial Services is seeking an Associate Financial Advisor to work in our Toronto Office. The Bowes Wealth Management team delivers discretionary and non-discretionary portfolio management with integrated cross-border expertise, including the management of U.S. retirement plans for Canada–U.S. clients. As a high-performing,...
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Financial Advisor
2 weeks ago
Toronto, Canada Educators Financial Group Full time**Who We Are** Owned by the Ontario Secondary School Teachers’ Federation (OSSTF), Educators Financial Group has been offering financial planning and a wide range of investing and lending products and services exclusively to education members and their families since 1975. It is this strong history that has enabled us to become the education community’s...
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Associate Financial Advisor
3 weeks ago
Toronto, Canada Co-operators Full timeOverviewAssociate Financial Advisor at Co-operators, CGIC – Retail Sales. This role is office-based, regular full-time, with bilingual requirements (English and Mandarin/Cantonese).Role SummaryThe Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities....
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Client Onboarding Associate Intern
2 weeks ago
Toronto, Canada Purpose Advisor Solutions Full timeCompany Description Purpose Advisor Solutions is an innovative financial services company focused on creating the tools, services and support to help financial advisors build their own businesses. Our team is passionate about helping advisors and is building a new business model to provide what they need to thrive and succeed. Purpose Advisor Solutions is...
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Associate Financial Advisor
1 week ago
Toronto, Ontario, Canada Raymond James Full time $80,000 - $100,000 per year2500645Raymond James Independent Financial Services is seeking an Associate Financial Advisor to work in our Toronto Office. The Bowes Wealth Management team delivers discretionary and non-discretionary portfolio management with integrated cross-border expertise, including the management of U.S. retirement plans for Canada–U.S. clients. As a...
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Financial Advisor
4 weeks ago
Toronto, Canada CI Financial Full timeAt CI, we see a great place to work as one that is a safe place for everyone to have a voice, where people are empowered to take ownership over meaningful work, where there is an opportunity to grow through stretching themselves, where they can work on innovative products and projects, and where employees are supported and engaged in doing so.Job OverviewWe...
