Junior Financial Advisor

7 days ago


Ottawa, Ontario, Canada People Corporation Full time

We are committed to helping businesses succeed at People Corporation.

About Us

As a national provider of benefits, retirement, wealth, wellness, and human resource solutions, we cater to the unique needs of businesses and their employees, members, and stakeholders. With over 20,000 clients representing nearly 3 million Canadians, our experts and solutions serve as a trusted partner for businesses across the nation.

Role Overview

This Junior Financial Advisor role is focused on providing customized financial solutions to clients in various regions, with an emphasis on individual insurance and investment products.

Key Responsibilities

You will be responsible for:

  • Advising and selling products such as life insurance, critical illness insurance, disability insurance, health and dental plans, segregated funds, and annuities.
  • Selling mutual funds for those with a valid license.
  • Building and maintaining long-term client relationships while ensuring high levels of professional service.
  • Supporting the company's growth by helping clients achieve their financial and insurance goals.
  • Maintaining full compliance with licensing requirements to sell People Corporation's products and services.
  • Frequently traveling within the region for in-person client meetings.
Requirements

To excel in this role, you will need:

  • A valid or in-progress LLQP certification.
  • Post-secondary education in business, sales, or marketing.
  • In-depth knowledge of the individual insurance products available in the region.
  • A valid driver's license and access to a vehicle.
  • Proven experience in lead generation, sales processes, and securing new business in a B2C environment.
  • An established client base or network of potential prospects.
What We Offer

We provide a comprehensive benefits package including:

  • Comprehensive health and dental insurance.
  • Retirement savings plan with company contributions.
  • Health and wellness programs, including mental health support.
  • Training opportunities and assistance in obtaining professional designations.
  • Competitive compensation package.


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