Associate Advisor
4 days ago
The primary focus of the Associate Advisor will be to help enhance client services and sales for new and existing investment and insurance clientele.
LLQP Life license (required) or the ability to obtain within the first 3 months
· Documented prior successes with managing investment accounts (required) and selling life insurance (an asset)
· Familiarity with financial planning tools (Navi Plan/Conquest), Salesforce, and Morningstar Advisor Workstation
· A desire to help people plan for their future and the ability to motivate them to make decisions and act (sales ability)
· Service existing investment and insurance portfolios and make on-going recommendations and administrative updates as required
· Account opening applications, transfer forms, purchases, and redemptions
· Insurance Applications with related forms and regulatory requirements
· Financial Planning
· Conduct in-depth reviews of clients' financial circumstances, current situation, and future goals, with an emphasis on retirement projections
· Explain issues and concepts related to the overall financial planning process
· Input client data in financial planning software and identify problem areas and opportunities
· Collaborate with our retirement and estate financial planning team for more complex situations
Follow through on the Financial Planning by implementation of product solutions
· Service and sell life, critical illness, disability and segregated funds
Remain informed on product, regulatory, and industry changes through continued education and meet all ethical requirements
· Comply with all regulatory requirements
Training and Development
There are several opportunities for continued training and development in the role based on licensing and experience to become familiar with current systems, processes, and products being offered. There is an expectation to keep your continued education and know your product requirements up to date to maintain licensing. A salary income would be offered during the training and development period. Once the training period is completed the compensation structure can be negotiated to continue as salary or commission-based earnings.
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Associate Advisor
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Regina, Saskatchewan, Canada Douglas Stroud, Sun Life Advisor Full timeWho we are Douglas Stroud is an experienced insurance and investment advisor that knows the importance of building savings and having adequate insurance protection. Douglas and his team help clients throughout Saskatchewan create plans based on sound advice and help them discover the best strategies to meet their objectives, leading them to a successful...
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Associate Advisor
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Regina, Saskatchewan, Canada Douglas Stroud, Sun Life Advisor Full timeWho we are Douglas Stroud is an experienced insurance and investment advisor that knows the importance of building savings and having adequate insurance protection. Douglas and his team help clients throughout Saskatchewan create plans based on sound advice and help them discover the best strategies to meet their objectives, leading them to a successful...
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