Financial Services Professional

2 months ago

Cambridge, Ontario, Canada Cowan Insurance Group Full time
About the Role

We are seeking a highly motivated and experienced Financial Services Professional to join our Wealth Management team at Cowan Insurance Group. As a key member of our team, you will be responsible for deepening and broadening new and existing clients from an assigned block of business, in collaboration with associates in wealth management and other lines of businesses.

Key Responsibilities
  • Develop and build relationships with new and existing clients, as well as internal and external referral sources and centers-of-influence.
  • Develop an understanding of each client's needs using a holistic planning approach to identify, recommend, and implement the most suitable financial solutions.
  • Proactively source new business, manage clients, and ultimately grow a solid client base.
  • Understand and adhere to all regulatory and compliance operating standards.
Requirements
  • Minimum of 5 years previous hands-on insurance and financial planning experience.
  • Life License (LLQP) is required.
  • University Degree or College Diploma.
  • Professional Designations (ie: CLU, CFP) or working towards.
  • Meet all provincial licensing requirements, including continuing education requirements.
  • Strong working knowledge of Excel, PowerPoint, Word, CRM, and financial planning software.
  • You're a self-motivated, people-oriented individual with a passion for helping people with their insurance and financial security needs.
  • You have a track record of building and growing a profitable insurance portfolio.
  • You love networking in community and industry association events.
  • Proficient in the use of insurance-needs analysis tools.
  • Ability to grow the business in a sales/business development capacity.
  • Excellent organizational, negotiation, analytical, and interpersonal skills.
  • Excellent presentation and communication skills.
  • Self-starter with the ability to multi-task and prioritize competing demands.
  • Strong organizational and time management skills with attention to detail.
About Us

Cowan Insurance Group is a Canadian-owned and operated insurance brokerage and consulting operation, providing real value to our clients. With over 500 employees hired out of 6 locations across Canada, we're proud to have been named one of Canada's Best Managed Companies since 2012.

We partner with leading national and international companies to:

  • deliver insurance and risk management solutions to businesses, organizations, and individuals.
  • advise on and create retirement, group benefits, disability management, and international benefits programs for employee groups.
  • deliver individual wealth and insurance solutions to support the needs of individuals, families, and business owners.
What Sets Us Apart

We believe in integrity, challenge our thinking, and grow together. Our award-winning workplace culture fuels our collective desire to help our clients, employees, and communities thrive.

We offer a competitive salary, comprehensive benefits plan, company-matched Retirement Savings Plan, company-paid training and development courses, community involvement, and a hybrid work environment.

  • Financial Services Professional

    2 months ago

    Cambridge, Ontario, Canada Cowan Insurance Group Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our Wealth Management team at Cowan Insurance Group. As a key member of our team, you will be responsible for deepening and broadening new and existing clients from an assigned block of business, in collaboration with associates in wealth management and...

  • Financial Services Professional

    2 months ago

    Cambridge, Ontario, Canada Cowan Insurance Group Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Services Professional to join our Wealth Management team at Cowan Insurance Group. As a key member of our team, you will be responsible for deepening and broadening new and existing clients from an assigned block of business, in collaboration with associates in wealth management and...

  • Chief Executive Officer

    4 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job Title: Chief Executive Officer - Financial ServicesWe are seeking a highly experienced and skilled Chief Executive Officer to lead our financial services team at NuAsh Financial Consultants Corporation.Job Summary:The Chief Executive Officer will be responsible for overseeing the overall strategy and direction of our financial services division, ensuring...

  • Chief Executive Officer

    4 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job Title: Chief Executive Officer - Financial ServicesWe are seeking a highly experienced and skilled Chief Executive Officer to lead our financial services team at NuAsh Financial Consultants Corporation.Job Summary:The Chief Executive Officer will be responsible for overseeing the overall strategy and direction of our financial services division, ensuring...

  • Chief Executive Officer

    4 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job Title: Chief Executive Officer - Financial ServicesWe are seeking a highly experienced and skilled Chief Executive Officer to lead our financial services team at NuAsh Financial Consultants Corporation.Job Summary:The Chief Executive Officer will be responsible for overseeing the overall strategy and direction of our financial services division, ensuring...

  • Chief Executive Officer

    4 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job Title: Chief Executive Officer - Financial ServicesWe are seeking a highly experienced and skilled Chief Executive Officer to lead our financial services team at NuAsh Financial Consultants Corporation.Job Summary:The Chief Executive Officer will be responsible for overseeing the overall strategy and direction of our financial services division, ensuring...

  • Chief Executive Officer

    3 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job Title: Chief Executive Officer - Financial ServicesWe are seeking a highly experienced and skilled Chief Executive Officer to lead our financial services team at NuAsh Financial Consultants Corporation.Job Summary:The Chief Executive Officer will be responsible for overseeing the overall strategy and direction of our financial services division, ensuring...

  • Chief Executive Officer

    3 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job Title: Chief Executive Officer - Financial ServicesWe are seeking a highly experienced and skilled Chief Executive Officer to lead our financial services team at NuAsh Financial Consultants Corporation.Job Summary:The Chief Executive Officer will be responsible for overseeing the overall strategy and direction of our financial services division, ensuring...

  • Chief Executive Officer

    4 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job Title: Chief Executive Officer - Financial ServicesWe are seeking a highly experienced and skilled Chief Executive Officer to lead our financial services team at NuAsh Financial Consultants Corporation.Job Summary:The Chief Executive Officer will be responsible for overseeing the overall strategy and direction of our financial services division, ensuring...

  • Chief Executive Officer

    4 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job Title: Chief Executive Officer - Financial ServicesWe are seeking a highly experienced and skilled Chief Executive Officer to lead our financial services team at NuAsh Financial Consultants Corporation.Job Summary:The Chief Executive Officer will be responsible for overseeing the overall strategy and direction of our financial services division, ensuring...

  • Chief Executive Officer

    4 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job Title: Chief Executive Officer - Financial ServicesWe are seeking a highly experienced and skilled Chief Executive Officer to lead our financial services team at NuAsh Financial Consultants Corporation.Job Summary:The Chief Executive Officer will be responsible for overseeing the overall strategy and direction of our financial services division, ensuring...

  • Chief Executive Officer

    4 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job Title: Chief Executive Officer - Financial ServicesWe are seeking a highly experienced and skilled Chief Executive Officer to lead our financial services team at NuAsh Financial Consultants Corporation.Job Summary:The Chief Executive Officer will be responsible for overseeing the overall strategy and direction of our financial services division, ensuring...

  • Chief Executive Officer

    3 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job SummaryNuAsh Financial Consultants Corporation is seeking a highly experienced Chief Executive Officer to lead our financial services team. As a key member of our executive team, you will be responsible for driving business growth, developing strategic plans, and overseeing the day-to-day operations of our financial services division.Key...

  • Business Leader

    3 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation] Full time

    Job SummaryNuAsh Financial Consultants Corporation is seeking a highly skilled Business Leader to join our team. As a key member of our leadership team, you will be responsible for overseeing financial services and driving business growth.Key ResponsibilitiesDevelop and implement business strategies to drive revenue growth and profitabilityLead...

  • Financial Services Professional

    3 weeks ago

    Cambridge, Ontario, Canada Scotiabank Full time

    Requisition ID: 209388At Scotiabank, we're committed to helping our customers achieve their financial goals. As a Financial Advisor, you'll play a key role in providing exceptional service and building strong relationships with our customers.About the roleKey responsibilities: Take a proactive approach to understanding customer needs and providing...

  • Chief Executive Officer

    3 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job SummaryNuAsh Financial Consultants Corporation is seeking a highly skilled and experienced Chief Executive Officer to lead our financial services division. The ideal candidate will have a strong background in financial management, strategic planning, and team leadership.Key ResponsibilitiesDevelop and implement financial strategies to drive business...

  • Chief Operating Officer

    3 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation] Full time

    Job OverviewNuAsh Financial Consultants Corporation is seeking a highly skilled and experienced professional to fill the role of Chief Executive Officer (CEO) in our Financial, Communications, and Other Business Services department.Key ResponsibilitiesLead the development and implementation of business strategies to drive growth and profitability.Oversee the...

  • Chief Executive Officer

    4 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job Title: Chief Executive Officer - Financial ServicesJob Summary: We are seeking a highly experienced and skilled Chief Executive Officer to lead our financial services team at NuAsh Financial Consultants Corporation.Key Responsibilities:Develop and implement business strategies to drive growth and profitabilityLead and manage a team of senior executives...

  • Chief Executive Officer

    4 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job Title: Chief Executive Officer - Financial ServicesJob Summary: We are seeking a highly experienced and skilled Chief Executive Officer to lead our financial services team at NuAsh Financial Consultants Corporation.Key Responsibilities:Develop and implement business strategies to drive growth and profitabilityLead and manage a team of senior executives...

  • Chief Executive Officer

    3 weeks ago

    Cambridge, Ontario, Canada NuAsh Financial Consultants Corporation Full time

    Job Title: Chief Executive Officer - Financial ServicesWe are seeking a highly experienced and skilled Chief Executive Officer to lead our financial services team at NuAsh Financial Consultants Corporation.Job Summary:The Chief Executive Officer will be responsible for overseeing the overall strategy and direction of our financial services division, ensuring...