Associate Financial Advisor

3 days ago

Cambridge, Canada Cowan Insurance Group Full time

You’re a solution-oriented **entrepreneur** — deepening and broadening client relationships through deep discovery and needs analysis 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 **- responding and attending to clients’ immediate needs and offering unique, customized insurance solutions thrills you.

If you’re nodding, this **Associate Advisor, Insurance** 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 team responsible for deepening and broadening relationships with existing clients from an assigned block of business, in collaboration with associates in wealth management.

**Key responsibilities**:

- Deepen and strengthen relationships with existing clients through a responsive and solution-oriented needs analysis.
- Support client inquiries by leveraging relevant tools & resources to satisfy immediate insurance needs of existing clients
- Proactively source new business opportunities within an existing book of insurance business.
- 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 insurance and financial security needs.
- You have a track record of working with clients and managing relationships.
- Minimum of 5 years previous hands-on insurance experience
- Strong product and technical knowledge, specific to life insurance
- Life License required.
- Proficient in use of insurance-needs analysis tools
- Mutual funds license NOT required.
- Meet all provincial licensing requirements including continuing education requirements
- University Degree/College Diploma
- Professional Designations (ie: CLU) or working towards an asset.
- Ability to resolve problems and manage incoming client inquiries.
- 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, CRM and financial planning software

**Who we are**

Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. With close to 500 employees operating out of 10 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 insurance 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.

We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.

**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 salary
- 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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