Associate Financial Advisor

5 months ago


Waterloo, Canada Shaw Investment & Insurance Solutions Inc Full time

Shaw Investment & Insurance Solutions Inc

Hiring a Financial Advisor

Prerequisites to apply:

- Dual licensed mutual funds (or CSC) and life insurance license
- Minimum 2 years of industry experience in either banking or insurance
- Dual licence
- Industry experience
- The following traits
- Personable
- Presentable
- Have attention to detail
- Have the mindset that the harder you work the more you will make.
- We are looking for an individual that wishes to excel in their career and can put the hours in required to be successful.
- This individual must be driven for success.
- This individual must be empathetic.
- This is not a 9 to 5 job.
- You will be required to meet with clients and prospective clients at their homes, at their offices, at our office and via video conference.
- We do holistic financial planning with our clients. Generational family financial planning is our main line of business. We also do group insurance coverage and deal with many corporate clients.

**Job Types**: Full-time, Permanent

**Salary**: $80,000.00-$100,000.00 per year

**Benefits**:

- Dental care
- Employee assistance program
- Flexible schedule
- Life insurance
- Paid time off
- Profit sharing
- Vision care

Ability to commute/relocate:

- Waterloo, ON: reliably commute or plan to relocate before starting work (required)

Work Location: In person



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