Financial Services Professional

5 days ago

Hamilton, Ontario, Canada Cowan Insurance Group Full time

About the Role

Cowan Insurance Group is seeking a highly motivated and experienced Financial Services Professional to join our team as a Wealth Management Specialist. As a key member of our wealth management team, you will be responsible for deepening and broadening new and existing client relationships 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 existing and new 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 10 years of previous hands-on investment and financial planning experience.
  • Mutual Fund License required.
  • Proficient in using financial planning software.
  • Meet all provincial licensing requirements, including continuing education requirements.
  • University Degree/College Diploma.
  • Professional Designations (e.g., CFP, CIM, CLU) or working towards.
  • Self-motivated, people-oriented individual with a passion for helping people with their short-, mid-, and long-term financial planning needs.
  • Track record of building and growing a profitable financial advisory practice.
  • Excellent organizational, negotiation, analytical, and interpersonal skills.
  • Excellent communication skills.
  • Self-starter with ability to multi-task and prioritize competing demands.
  • Strong organizational and time management skills with attention to detail.
  • Strong working knowledge of Excel, PowerPoint, Word, and CRM.
  • Life License is an asset, not required.

About Us

Cowan Financial Solutions is a division of Cowan Insurance Group, a leading independent 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.

What Sets Us Apart

Be in Good Company

Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

Challenge Your Thinking

You're valued for your passion, drive, and creativity. The pace is fast, but the work is meaningful, interesting, and complex, just the way you like it.

Grow Together

We believe in your potential. If you're looking to develop your expertise with learning opportunities and mentoring, we'll make that happen.

Benefits and Perks

  • 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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