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Associate Advisor

2 weeks ago

Edmonton, Alberta, Canada Fit Financial Solutions Full time
Job Description Job Description

Role summary

An Associate Advisor (AA) is a licensed representative who will be employed by Fit Financial Solutions and will act as an Advisor of Record (AoR). The AA will be responsible for managing a book of business, whether the book is segmented out from the current business or whether it has come from sales by the AA. This role is focused on Client relationships, production and sales activities for insurance and wealth. The AA will also provide service support to the existing clients.

Accountabilities

  • Meet with prospective Clients and existing Clients and have a proactive approach to discovering Client needs through listening and understanding what they are asking for
  • Have meaningful Know-Your-Client (KYC) and account opening conversations with your Clients as the AoR
  • Educate Clients by conducting Client reviews to provide relevant insights and expert advice that empower Clients to make informed decisions
  • Build Client plans using a holistic approach to help them achieve their goals.
  • Collaborate with market-leading business partners in financial planning and retirement planning to ensure Clients receive a customized plan and targeted expert advice
  • Cultivate strong and long-standing relationships
  • Develop and execute strategic plans on an annual basis to attract new Clients
  • Maintain required license, compliance of ethical behaviours and conformity with corporate policies, industry standards and legal regulations
  • Support day-to-day operations as required

Competencies

  • Strong relationship building skills with a passion for Client service with a positive, proactive approach
  • Excellent verbal and written communication and presentation skills
  • Strong relationship-building skills
  • Excellent analytical and problem-solving skills
  • Ability to multi task and prioritize in a fast-paced sales environment
  • Self motivated with a strong sense of ownership
  • Resilient, able to handle objections and challenges from Clients
  • Strong understanding of and adherence to regulatory requirements

Requirements

  • Life licensed and/or Mutual Fund registered
  • Maintain required license(s) and registrations, compliance with The Code of Conduct, Sun Life's policies, industry best practices and regulations
  • Financial services and/or sales experience
  • Salesforce experience is an asset
  • Ability to work a flexible schedule

Compensation

  • Dependent on pay structure
  • Example (Base + Commission + Bonus)

Please email your resume to

Candidates will be contacted upon interview request. The posting will remaing active until filled.

Company Description At Fit Financial Solutions, we believe financial planning should be clear, accessible, and built around what trule matters to you. Our mission is to guide and educate our clients, empowering them to take control of their financial future and turn their goals into reality.

Rooted in integrity, honesty, and transparency, we serve businesses, professionals, and families at every stage of their financial journey. Whether you're planning for retirement, managing investments, or assessing financial risks, we provide tailored solutions designed to protect and grow your wealth. What sets us apart is our approach "one that feels less like a corporate boardroom and more like a conversation at the kitchen table, where important decisions are made with care and understanding. We take the time to explain, educate, and ensure you have the confidence to move forward with your financial plan.

At Fit Financial, what matters to you matters to us.Company Description At Fit Financial Solutions, we believe financial planning should be clear, accessible, and built around what trule matters to you. Our mission is to guide and educate our clients, empowering them to take control of their financial future and turn their goals into reality. \r
\r
Rooted in integrity, honesty, and transparency, we serve businesses, professionals, and families at every stage of their financial journey. Whether you're planning for retirement, managing investments, or assessing financial risks, we provide tailored solutions designed to protect and grow your wealth. What sets us apart is our approach "one that feels less like a corporate boardroom and more like a conversation at the kitchen table, where important decisions are made with care and understanding. We take the time to explain, educate, and ensure you have the confidence to move forward with your financial plan.\r
\r
At Fit Financial, what matters to you matters to us.