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Associate Advisor
2 weeks ago
Job Posting: Associate Advisor - Financial Services Location: Ontario
Employment Type: Full-time
Who We Are
We are the Financial Design Team — an approachable, positive, close-knit group of financial professionals associated with Sun Life Financial and located in Barrie, Ontario. We guide professionals, business owners and their families across Simcoe County and Muskoka through life transitions to help them build meaningful and financially secure lives. Every person’s life is different, and we love helping clients bring all the pieces together in a way that makes sense for them — like designing a mosaic that reflects their unique story.
The Opportunity
We’re looking for an Associate Advisor to join our growing team. This is a great opportunity for someone who’s motivated, people-oriented, and eager to grow in the financial planning field. In this role, you’ll support the Principal Advisor and help grow our client base while continuing to provide the personal, thoughtful service our clients count on. Over time, you'll take on more responsibility in developing new business and strengthening client relationships, all while helping create smooth, positive experiences for the people we serve.
Qualifications and Skills
- MFDA’s CIFC (required)
- LLQP Life License (preferred
*
*
- Strong sales ability and a genuine desire to help people achieve financial well-being
- Entrepreneurial spirit, self-motivated, energetic, and results-driven
- Friendly, professional, and personable demeanor
- Excellent communication skills, both verbal and written
- Strong organizational, time management, and multi-tasking abilities
- Comfortable in a dynamic, fast-paced environment
- Capacity to build trust-based relationships and adapt to changing client needs
**Responsibilities**:
Client Servicing
- Manage and review existing investment portfolios
- Proactively assess clients' changing needs and update plans accordingly
- Deliver exceptional service and deepen client relationships
- Free up the Principal Advisor’s time by supporting top-tier client strategies
- Assist in maintaining relationships with prospects and centres of influence
New Client Acquisition
- Actively identify and pursue new clients
- Leverage personal and professional networks (natural market)
- Generate referrals and seek client introductions
- Build and maintain relationships with Centres of Influence (e.g., CPAs, mortgage brokers)
- Attend client events, tradeshows, and other marketing activities
- Collaborate with other team members as needed
Financial Planning
- Conduct thorough financial reviews and retirement projections
- Identify key issues, goals, and financial opportunities
- Input and analyze data using financial planning software
- Prepare and present personalized planning solutions to encourage client action
Product Solutions
- Implement financial plans through tailored product solutions
- Recommend investment, insurance, and wealth management strategies
- Create and analyze investment portfolios, leveraging Morningstar tools
- Market and manage insurance solutions (life, CI, disability, segregated funds)
- Ensure documentation is complete and compliant with regulatory standards
Professional Development
- Engage in a tailored onboarding and training program
- Learn and adopt the firm’s best practices, processes and advisory approach
How to Apply
If you’re someone who finds meaning in helping others feel more confident and clearer about their financial future, we’d love to hear from you.
**Job Types**: Full-time, Permanent
**Job Types**: Full-time, Permanent
Base Pay: $45,000.00-$55,000.00 per year
**Benefits**:
- Flexible schedule
- On-site parking
Ability to commute/relocate:
- Barrie, ON L4M 3B7: reliably commute or plan to relocate before starting work (preferred)
**Education**:
- DCS / DEC (preferred)
**Experience**:
- Mutual Funds: 2 years (required)
- Financial services: 3 years (required)
Licence/Certification:
- IFC Certification (required)
- LLQP (preferred)
Work Location: In person
