Associate Financial Advisor

2 weeks ago

Barrie, Canada The Co-operators Full time

**Full time in office employment opportunity (Monday to Friday, 9am to 5pm) with base salary, plus bonuses, Plus Commissions, plus paid medical and dental benefits, paid vacation and personal and volunteer days,**

**A great role with room to grow and develop knowledge and skill.**

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.

**What you’re responsible for**:

- Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
- Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
- Proactively complete client reviews focusing on life and wealth management products.
- Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
- Complete front-line risk assessment and selection, following underwriting guidelines.
- Complete home, commercial and farm inspections as required.
- Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
- Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.

**What to expect**:

- You will travel occasionally.
- You are required to have a valid driver’s license and insurance.
- Strict confidentiality with respect to client’s medical history, financial status and other personal information.
- Extended work hours, including weekends, may be required during peak periods.
- This role involves direct contact with clients and/or service providers in their environment.

**To be successful**:

- You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
- You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
- You build trusting relationships and provide guidance to support the development of peers.

**To join our team**:

- Life License is required.
- General or other Insurance License(s) may be required depending on the specialty focus for the role.
- Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
- You have post-secondary education in a related field.
- A minimum of two (2) years sales experience or related business or marketing experience is preferred.
- Knowledge of insurance products and strong underwriting skills is an asset.

**What we offer**:

- Training and development opportunities to grow your career with one of Canada’s Best Employers.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.

  • Financial Advisor

    1 day ago

    Barrie, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Financial Advisor

    1 week ago

    Barrie, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Advisor

    1 day ago

    Barrie, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Consultant Investments

    Found in: Jooble CA O C2 - 1 week ago

    Barrie, ON, Canada Sun Life Financial Full time

    Apply locations Barrie, Ontario time type Full time posted on Posted 18 Days Ago job requisition id JR00034424 You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and...

  • Outside Sales Advisor

    1 day ago

    Barrie, Canada Climate Air Heating and Air Conditioning Full time

    Home Comfort Advisor (Outside Sales Advisor) **Requirements**: Self-motivated and driven to exceed goals and expectations Strong organizational, time-management and prioritization skills as well as solid analytical and problem solving abilities Excellent verbal and written communication, interpersonal and presentation skills and the ability to establish and...

  • Administrative Executive Assistant

    1 day ago

    Barrie, Canada Walton Financial Group Inc Full time

    NOTE** - **Salary Range is based on industry experience - IFIC / Life Insurance licensing. **_ - **This is not a work from home position. 5 years experience required working in financial services.**_ **JOB PURPOSE**: The Executive Assistant will perform administrative support in a highly responsible manner for the 3 financial advisors while demonstrating...

  • Investment Advisor

    Found in: Talent CA C2 - 1 week ago

    Barrie, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionYour Path can lead to RBCDo you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you?RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their...

  • Investment Advisor

    Found in: Talent CA C2 - 20 hours ago

    Barrie, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionYour Path can lead to RBCDo you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you?RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their...

  • Outside Sales Advisor

    Found in: beBee jobs CA - 1 week ago

    Barrie, Ontario, Canada Climate Air Heating and Air Conditioning Full time

    If you are a highly motivated sales professional that is interested in a career with a dynamic organization, and want to make a dramatic change in your earnings, join the Right Time team We are looking for Outside Sales Advisors who are true selling professionals that understand the key to succeeding in sales is based on building relationships and finding...

  • Investment Advisor

    Found in: beBee S CA - 1 week ago

    BARRIE, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionYour Path can lead to RBCDo you excel at building and managing long term client relationships? Have you ever thought of running your business with the security and reputation of RBC backing you?RBC Dominion Securities is looking for individuals who are interested in making their clients dreams come true while alleviating their...

  • Financial Planning Specialist

    1 week ago

    Barrie, Canada CIBC Full time

    We’re building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what’s right for our clients. At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what they need to make a meaningful impact and are truly valued for who they are...

  • Financial Services Specialist/Financial Advisor- IIROC

    Found in: Talent CA C2 - 1 week ago

    Barrie, Canada CIBC Full time

    Nous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu’il faut pour nos clients.  À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir d’agir. Les membres de notre équipe disposent de ce dont ils ont...

  • Client Advisor

    4 days ago

    Barrie, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service...

  • Asset Protection Associate

    4 days ago

    Barrie, Canada Walmart Canada Full time

    **Position Summary... **:To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss. **What you'll do...**: **YOU MUST HAVE A SECURITY LICENCE** 1....

  • Asset Protection Associate

    Found in: beBee jobs CA - 1 week ago

    Barrie, Ontario, Canada Walmart Canada Full time

    Position Summary...To create and maintain a secure and effective work environment for all customers, associates, visitors and vendors while demonstrating positive and professional behavior at all times. Increase profitability and mitigate shrink caused by financial and Physical loss.What you'll do...1. Ensure store security by making daily patrols of the...

  • Mobile Mortgage Advisor

    2 weeks ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor (Barrie, Huntsville to border of Richmond Hill) page is loaded Mobile Mortgage Advisor (Barrie, Huntsville to border of Richmond Hill) Apply locations ON-81 Bay Street-Virtual time type Full time posted on Posted 4 Days Ago job requisition id 2407705 We’re...

  • Mobile Mortgage Advisor

    1 week ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor (Barrie, Huntsville to border of Richmond Hill) page is loaded Mobile Mortgage Advisor (Barrie, Huntsville to border of Richmond Hill) Apply locations ON-81 Bay Street-Virtual time type Full time posted on Posted 4 Days Ago job requisition id 2407705 We’re...

  • Mobile Mortgage Advisor

    7 days ago

    Barrie, Canada Canadian Imperial Bank of Commerce Full time

    Mobile Mortgage Advisor (Barrie, Huntsville to border of Richmond Hill) page is loaded Mobile Mortgage Advisor (Barrie, Huntsville to border of Richmond Hill) Apply locations ON-81 Bay Street-Virtual time type Full time posted on Posted 4 Days Ago job requisition id 2407705 We’re...

  • Planificateur financier

    Found in: Talent CA C2 - 1 week ago

    Barrie, Canada National Bank Full time

    Présence Hybride Numéro de poste 20741 Catégorie Professionnel sénior Statut: Permanent Type de contrat Permanent Horaire: Temps plein Temps plein/Temps partiel? Temps plein Date de publication 24-avril-2024 Lieu: Barrie, Ontario Ville Barrie Province/État Ontario Domaine d'intérêt: Conseils et services en succursales Domaine d'intérêt Conseils et...

  • Planificateur financier

    Found in: Talent CA C2 - 4 days ago

    Barrie, Canada National Bank Full time

    Présence Hybride Numéro de poste 20741 Catégorie Professionnel sénior Statut: Permanent Type de contrat Permanent Horaire: Temps plein Temps plein/Temps partiel? Temps plein Date de publication 24-avr-2024 Lieu: Barrie, Ontario Ville Barrie Province/État Ontario Domaine d'intérêt: Conseils et services en succursales Domaine d'intérêt Conseils et...