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Financial Services Specialist

7 months ago

Brantford, Canada The Norbruis Group Inc. Full time

As a Financial Serv

es Specialist you will focus on dev

ing and dee
- ing client relationships by providin

high qual
- sales and service

vice in financial services. You will be responsible f

driving sales growth in investments and life insurance through outbound prospecting, new client acquisitions, and adhering to regulatory requirements and compliant sales practices. What you’re responsible for:

- Contributing to the development and sustainable growth of the agency’s investment assets under management and providing client-centric investment services - including both segregated funds and mutual funds solutions.
- Engaging with prospects to proactively build a sales pipeline and develop marketing plans to promote value-added advice-based financial services.
- Conducting needs analyses, reviewing client financial goals, providing recommendations aligned with Know Your Client requirements, opening new accounts and documenting recommendations and changes.
- Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
- Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts that enhance agency visibility and maximize new business opportunities. What to expect:

- You will travel occasionally and are required to have your own vehicle, valid driver’s license, and insurance.
- Extended work hours, including evenings and weekends
- Strict confidentiality with respect to client’s medical history, financial status and other personal information.
- 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 work collaboratively as part of a high-performing team.
- You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions, and proactively propose solutions. To join our team:

- You have three years of experience in the financial services industry, with experience in investment and life product sales.
- You have a post-secondary degree in a related discipline
- You hold a Life License and Mutual Funds License.
- You have or are working towards a Financial Planning designation ie. Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Professional Financial Advisor (PFA). Pay: $56,430.00-$80,000.00 per year Experience:

- Customer service: 1 year (preferred) Language:

- English (required) Work Location: Hybrid remote in Brantford, ON N3R 6M7