Financial Planner

1 month ago


Hamilton, Ontario, Canada Princeton Holdings Limited Full time
Financial Advisor Opportunity

Cowan Insurance Group is seeking a highly motivated Financial Advisor to join our wealth management team. As a key member of our team, you will be responsible for deepening and broadening new and existing client relationships from an assigned block.

Key Responsibilities:
  • Develop and maintain strong relationships with clients to understand their financial needs and goals.
  • Provide expert financial advice and guidance to clients to help them achieve their financial objectives.
  • Work closely with the Director, Wealth Management, to identify new business opportunities and develop strategies to grow our client base.

Why Join Us?

At Cowan Insurance Group, we offer a dynamic and supportive work environment that fosters growth and development. As a Financial Advisor, you will have the opportunity to work with a talented team of professionals who are passionate about delivering exceptional client service.


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