Associate Advisor, Investments
3 weeks ago
Join to apply for the Associate Advisor, Investments role at Cowan Insurance Group. Reporting to the Manager, Branch Compliance and Sales Support, you will be an integral member of our team responsible for deepening and broadening relationships with existing clients from an assigned block of business, in collaboration with associates in wealth management. This role supports our "Team Code" clients and will involve working closely with another advisor and regular collaboration with the rest of the wealth team. What You Will Do Business Development New Business from general servicing, internal referrals, and warm leads (inside sales) Business retention Maintain an active pipeline through inside sales activities under own initiatives Client Satisfaction Prepare for client meetings – generate policy summaries, illustrations/calculators, agendas, other items as required Complete general servicing tasks (ex: address changes, beneficiary changes, banking changes) in a timely manner Proactively reach out to clients to review policy or options Ensure client satisfaction through annual survey Productivity and Effectiveness Ensure the smooth application process through to policy placement Maintain accurate client records, add opportunities, and activities in Internal Customer Relationship Management (CRM) tool Risk Management Adhere to corporate policies & regulatory requirements Ensure complete client files for own clients Maintain client KYCs within the required 3-year time frame for updates Work with fund companies and dealer to support client needs and ensure follow-up of requests Manage the client life cycle to ensure consistency of service at Cowan Contribute to the sharing of knowledge, product updates through our team meetings and with other members of the inside sales team Performance Metrics General servicing timelines < 15 days Client meetings (new clients and reviews) 5/week Proactive reach outs 15/week Client satisfaction NPS >30% KYC updates in good order (
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Investment Advisor Associate – Wealth Growth
3 weeks ago
Brantford, Canada Cowan Insurance Group Full timeA leading insurance and risk management firm in Canada is seeking an Associate Advisor, Investments in Brantford, Ontario. You will enhance relationships with clients, manage new business, and ensure client satisfaction. The ideal candidate has a degree, investment experience, and relevant licenses or certifications. This full-time role offers a competitive...
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Financial Advisor Associate
1 week ago
Brantford, Canada Brittain Group Financial Services Full timeFinancial Advisor Associate We are a dynamic financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort. Who you are: - Client-centered, putting client interests first - Entrepreneurial - Curious and...
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Financial Advisor Associate
1 day ago
Brantford, Canada Brittain Group Financial Services Full timeFinancial Advisor Associate We are a dynamic financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort. Who you are: - Client-centered, putting client interests first - Entrepreneurial - Curious and...
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Investment Advisor
1 week ago
Brantford, Canada Royal Bank of Canada> Full timeJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...
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Investment Advisor
10 hours ago
Brantford, Canada RBC Dominion Securities Full timeJob Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...
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Investment Advisor
6 days ago
Brantford, Canada RBC Full timeJob Description Grow your business, your way – with RBC As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you’ve dreamed of starting your own business, but haven’t had the training, support, and resources from a company like RBC. Here, you’ll find what you need for...
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Investment Advisor
6 days ago
Brantford, Ontario, Canada Royal Bank of Canada Full timeJob DescriptionGrow your business, your way – with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the training, support, and resources from a company like RBC. Here, you'll find what you need for your...
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Financial Advisor Associate
2 weeks ago
Brantford, Canada Brittain Group Financial Services Full timeWe are a dynamic financial services organization operating out of Brantford, Ontario. This position is ideal for an energetic individual prepared to deliver exemplary service to our valued clients through a collaborative team effort. **Key Responsibilities** - Review client accounts, maintain account lists, and track client documentation - Work alongside...
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Investment Administrator
1 week ago
Brantford, Canada Cowan Insurance Group Full timeYou’re **knowledgeable **in the **Investment industry** You’re a **communicator **- strong communication skills both verbally and written You’re **self-motivated** - ability to work independently and as a team. If you’re nodding, this **Investment Administrator** role in the **Wealth Division** at Cowan Insurance Group may be perfect for...
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Beauty Advisor
2 weeks ago
Brantford, Canada Sephora Full time**Job ID**: 243008 **Location**: ON-Lynden Park Mall (1604) **Address**: 84 Lynden Road, D7, Brantford, ON N3R 6B8, Canada (CA) **Hourly/Salaried**: Hourly (Non-Exempt) **Full Time/Part Time**: Part Time **Position Type**: Regular **Who we are behind the stripes**: Sephora has been changing the face of prestige cosmetics since its debut in 1970s Paris....
