Financial Services Associate
2 months ago
We are seeking a full-time Insurance and Investments Associate to join our 3rd-generation, family-run business servicing Caledon and the surrounding areas. We’ve been providing client solutions within the financial services for over 60 years. Our offerings include Life, Critical Illness, Disability and Health Insurance as well as Segregated Fund and Mutual Fund Investments.
**About You**:
- A Team Player
- Comfortable Working with a Small Team
- A Self Starter
- Entrepreneurial
- Client Focused
- Excellent Verbal and Written Communication skills
- Highly Organized
- Ability to Multi-task and Prioritize
- Friendly and Personable
- Extremely Detail Oriented
**Qualifications**:
- LLQP Life Insurance Licence Preferred
- Minimum of 2 years in the Investment/Insurance/Financial Services industry in an advice-giving capacity. Insurance related experience is required
- In-depth understanding of financial markets and various products
**Your Role**:
- Work closely with advisors to manage various clients accounts and collaborate on various insurance and investment solutions
- Attend select client meetings, following up with clients to implement action items
- Review client portfolios
- Collaborate with Advisors to prepare investment proposals for prospective, new and existing clients
- Collaborate with Advisors to prepare and present life, disability and critical illness quotes to prospective, new and existing clients
- Coordinate with the team to ensure all aspects of a client’s plan are being executed
- Maintain high standards of ethics, integrity, confidentiality, objectivity and expertise
- Execute trades and transactions as determined by the advisors
- Complete administrative and office duties
- Schedule and prepare documents for client meetings
- Maintain and update client information in the CRM system
**Other Requirements**:
**Job Types**: Full-time, Permanent
Pay: $50,000.00-$55,000.00 per year
Schedule:
- Monday to Friday
Application question(s):
- What is your knowledge level regarding segregated fund investments?
Licence/Certification:
- LLQP Licence (preferred)
Work Location: In person
Expected start date: 2025-01-06
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