Financial Advisor

2 days ago

Cambridge, Canada Cowan Insurance Group Full time

You’re **innovative and entrepreneurial** — retaining and growing a financial advisory practice, with an unbiased approach to products and solutions, motivates you.

You’re a **relationship builder** — striking a meaningful conversation with a client, industry partner or colleague excites you.

You’re a **problem solver **- offering unique, holistic financial planning solutions to meet your clients’ complex needs thrills you.

If you’re nodding, this **Financial Advisor** role in the** Wealth Management team **at Cowan Financial Solutions may be perfect for you

**What’s the ask?**

Reporting to the Director, Wealth Management, you will be an integral member of our wealth management team responsible for deepening and broadening new and existing client relationships from an assigned block of business, in collaboration with associates in wealth management and other lines of businesses.

**Key responsibilities**:

- Develop and build relationships with existing and new clients as well as internal and external referral sources and centers-of-influence.
- Develop an understanding of each client’s needs using a holistic planning approach to identify, recommend and implement the most suitable financial solutions.
- Proactively sourcing new business, managing clients, and ultimately growing a solid client base
- Understand and adhere to all regulatory and compliance operating standards.

**What does it take?**
- You’re a self-motivated, people-oriented individual with a passion for helping people with their short-, mid
- and long-term financial planning needs.
- You have a track record of building and growing a profitable financial advisory practice
- You love networking in community and industry association events
- Minimum of 10 years previous hands-on investment and financial planning experience
- Proficient in using financial planning software
- Mutual Fund License required.
- Meet all provincial licensing requirements including continuing education requirements
- University Degree/College Diploma
- Professional Designations (ie: CFP, CIM, CLU) or working towards
- Ability to grow the business in a sales/business development capacity
- Life License, or willing to obtain
- Excellent organizational, negotiation, analytical and interpersonal skills
- Excellent communication skills
- Self-starter with ability to multi-task and prioritize competing demands
- Strong organizational and time management skills with attention to detail
- Strong working knowledge of Excel, PowerPoint, Word and CRM

**Who we are**

Canadian-owned and operated, Cowan Financial Solutions is a division of Cowan Insurance Group, a leading independent insurance brokerage and consulting operation, providing real value to our clients. With close to 500 employees operating out of 12 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012.

We partner with leading national and international companies to:

- deliver insurance and risk management solutions to businesses, organizations and individuals
- advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.
- deliver individual wealth and insurance solutions to support the needs of individuals, families and business owners

**What sets us apart?**

**Be in good company**
Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

**Challenge your thinking**
You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.

**Grow together**
We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.

**Benefits and perks**
- Competitive base salary
- Quarterly incentives
- Short Term Incentive Plan
- Participate in our comprehensive benefits plan on day one — no waiting period
- Company-matched Retirement Savings Plan
- Company-paid training and development courses
- Community involvement

**Are you interested?**

Send in your cover letter and resume to share your unique story with us.

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.

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