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Investment Advisor Associate

2 months ago

Brantford, Ontario, Canada Cowan Insurance Group Full time
{"title": "Investment Advisor Associate", "content": "Key Responsibilities

As an Investment Advisor Associate at Cowan Insurance Group, you will play a vital role in deepening and broadening relationships with existing clients from an assigned block of business. You will work collaboratively with associates in wealth management to achieve this goal.

Key Skills and Qualifications
  • Minimum of 5 years hands-on investment experience.
  • University Degree/College Diploma.
  • Professional Designations (ie: CFP, PFP, QAFP) or working towards an asset.
  • Mutual funds license required.
  • Strong working knowledge of MS Office Suite, CRM and financial planning software.
About Cowan Insurance Group

Cowan Insurance Group is a proud, independent, and Canadian-owned company that has been a true market leader in the insurance industry since 1927. We offer a comprehensive range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions.

What We Offer
  • Competitive salary.
  • Participate in our comprehensive benefits plan on day one — no waiting period.
  • Company-matched Retirement Savings Plan.
  • Company-paid training and development courses.
  • Community involvement.
  • Hybrid work environment.
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