Investment Consultant

4 weeks ago

Cambridge, Ontario, Canada Cowan Insurance Full time

Investment Consultant Role at Cowan Insurance Group

Cowan Insurance Group is seeking a driven Investment Consultant to become a vital part of our organization. Reporting directly to the Director of Wealth Management, you will be instrumental in enhancing and expanding client relationships. As a significant player in our growth strategy, your focus will be on attracting new clients and fostering business development within the Wealth Management division.

Key Responsibilities:

  • Establish and nurture relationships with clients and referral networks
  • Assess and implement financial strategies tailored to client requirements
  • Actively pursue new business opportunities
  • Ensure compliance with regulatory standards

Requirements:

  • At least 10 years of experience in investment and financial advisory
  • Skilled in financial planning tools
  • University Degree or College Diploma
  • Preferred Professional Designations (CFP, CIM, CLU)
  • Dedicated to assisting clients with their financial planning needs

About Us:

Cowan Financial Solutions, a branch of Cowan Insurance Group, stands as a premier independent insurance brokerage dedicated to delivering value to our clients. With a commitment to integrity, we develop solutions that empower businesses, organizations, and individuals to succeed.

Why Choose Us:

  • Comprehensive benefits package
  • Company-matched Retirement Savings Plan
  • Opportunities for training and professional development
  • Engagement in community initiatives
  • Flexible hybrid work environment

If you aspire to advance your career as an Investment Consultant in a collaborative and innovative setting, we invite you to consider this opportunity. We are an Equal Opportunity Employer dedicated to fostering diversity and inclusion.

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