Financial Advisor

2 weeks ago

Hamilton, Ontario, Canada Cowan Insurance Group Full time

Cowan Insurance Group is seeking a highly skilled Financial Advisor to play a key role in our wealth management team. As a Financial Advisor, you will be responsible for building and maintaining strong relationships with clients, identifying their financial needs, and providing tailored solutions to meet those needs. You will work closely with associates in wealth management and other lines of business to deepen and broaden new and existing client relationships.

Key Responsibilities:

  • Develop and maintain a deep understanding of each client's financial situation and goals
  • Provide expert financial planning and advice to clients, including investment and risk management strategies
  • Collaborate with internal teams to deliver comprehensive financial solutions to clients
  • Stay up-to-date with industry trends and regulatory requirements to ensure compliance and best practices

Requirements:

  • Minimum of 10 years of experience in financial planning and wealth management
  • Mutual Fund License required
  • Proficient in using financial planning software
  • University Degree/College Diploma and professional designations (e.g. CFP, CIM, CLU) or working towards
  • Excellent communication and interpersonal skills, with a strong ability to build relationships and provide exceptional client service

About Cowan Insurance Group:

Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. We partner with leading national and international companies to deliver insurance and risk management solutions to businesses, organizations, and individuals. Our award-winning workplace culture is built on integrity, innovation, and a commitment to helping our clients, employees, and communities thrive.

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