Financial Advisor Manager
1 week ago
**About Ai Financial**
Founded in 2020, Ai Financial brings together a core team with over 20 years of experience across stock markets, options, investment banking, banking, mutual funds, insurance, and segregated funds. We specialize in providing professional investment advice and asset management services to Canadian residents.
Our mission is simple: to empower Canadians to achieve a happy, healthy, and prosperous retirement through smart financial investments.
**About the Role**
**Key Responsibilities**
- Lead and manage a team of financial advisors, ensuring they meet performance goals.
- Recruit, train, and mentor new advisors to grow the team.
- Provide expert guidance on **life insurance products, segregated funds, and wealth management solutions**.
- Develop and implement strategies to enhance client acquisition and retention.
- Ensure compliance with industry regulations and company policies.
- Foster strong client relationships and maintain a high level of professionalism.
**Qualifications**
- **LLQP License** (Life License Qualification Program) required.
- Extensive experience in **life insurance products**; experience with **segregated funds and wealth management** is a plus.
- Prior experience **recruiting and managing advisors** is preferred.
- **Strong verbal and written communication skills**.
- Fluent in English is a must.
- Proven track record of leadership, sales performance, and team development.
**Compensation & Benefits**
- **Competitive base salary + unlimited bonus potential** (performance-based).
- Growth opportunities in a fast-expanding financial services firm.
- A supportive team environment with training and development programs.
**Job Types**: Full-time, Permanent
Pay: $42,565.94-$150,000.00 per year
Additional pay:
- Bonus pay
**Benefits**:
- Casual dress
- On-site parking
- Paid time off
Schedule:
- Monday to Friday
**Experience**:
- Life insurance or Segregated Fund Industry: 3 years (preferred)
Licence/Certification:
- LLQP (preferred)
Work Location: In person
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