Associate Advisor, Investments

2 weeks ago

Hamilton, Canada Cowan Insurance Group Full time

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 required for updates Work with fund companies and dealers 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 30% KYC updates in good order (

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