Financial Service Associate

3 months ago

Mississauga, Canada Desjardins Financial Security Independent Network Full time

**Company Overview**:
We are a leading financial advisory firm specializing in life and health insurance as well as investment products. We are seeking a motivated and knowledgeable Sales Associate Advisor to join our team and assist with managing and expanding our client base.

**Key Responsibilities**:

- Sales and Client Support:

- Identify and pursue sales opportunities for life and health insurance, as well as investment accounts and products.
- Attend client meetings with Advisors, taking compliant and detailed notes.
- Prepare and send client summaries and communications.
- Collaborate with Advisors to develop and present comprehensive financial plans.
- Manage client communication to gather required documentation and provide ongoing support.

**Client Relationship Management**:

- Support Advisors in nurturing relationships with top clients, including follow-ups and appointment scheduling.
- Manage reports, database analytics, and ensure all compliance requirements are met.

**Additional Responsibilities**:

- Conduct client reviews as the sole advisor when needed.
- Prepare investment comparisons, illustrations, and Reasons Why Letters.
- Manage Continuing Education (CE) credit requirements for professional designations.
- Actively participate in monthly team meetings and contribute to team goals.

**Qualifications**:

- Life License Qualification Program (LLQP).
- Investment Funds Institute of Canada (IFIC) or Canadian Securities Course (CSC).
- Bachelor's degree in Finance or related field.
- Financial industry experience.
- Excellent interpersonal skills.

**Experience**:

- Previous experience in banking, investment, or a related field is preferred.
- Strong understanding of investment products and insurance.

**Skills and Attributes**:

- Excellent communication and interpersonal skills.
- Strong organizational and time management abilities.
- Proficient in managing client relationships and financial planning processes.
- Attention to detail and adherence to compliance requirements.

**Why Join Us**:

- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Collaborative and supportive work environment.

Pay: $45,000.00-$60,000.00 per year

**Benefits**:

- Dental care
- Extended health care
- Vision care

Work Location: In person

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