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Financial Services Advisor
2 weeks ago
IntroductionDiscover a world of endless possibilities at Gallagher Benefit Services, where you'll have the power to shape the future of workplaces across industries. As a member of our team, you become the driving force behind positive change, helping clients build environments where employees thrive. Embrace the opportunity to impact lives, unlock potential, and create a legacy of remarkable transformation.We believe that every candidate brings something special to the table, including you So, even if you feel that you're close but not an exact match, we encourage you to apply.OverviewThe Financial Services Advisor will support and eventually manage a book of business, serving as the primary point of contact for individual clients. In this role, you will triage and handle client requests or direct them to the appropriate team members for solutions, tools, and guidance. This position emphasizes delivering exceptional client service, managing relationships, and supporting financial planning and marketing initiatives. How you'll make an impactDevelop systems to enhance client retention and maintain CRM records with updated client information and interactions. Proactively address client concerns, build strong rapport, and uphold the company's professional image. Identify sales opportunities within and outside the client base. Prepare materials for client meetings, create financial plans, and support pre- and post-meeting tasks. Process account setups, trades, and transfers in investment services, ensuring accuracy and timely follow-up. Manage applications, underwriting, compliance, and client communication for insurance services throughout the process. Gather and analyze client data to identify goals, opportunities, and solutions. Prepare and present financial plans while managing a portion of the client portfolio. Offer tailored insurance and health solutions while maintaining high service standards. Perform administrative tasks, including organizing client contact lists, scheduling meetings, and managing filing systems. Stay updated on tools and technologies to improve efficiency and integrate resources effectively.About youBachelor's degree, preferably in risk management/insurance, finance, actuarial studies, commerce, or business. 2+ years of experience in the financial services or insurance field (corporate, broker/consulting, or banking). Life License Qualification Program (LLQP) certification required. Ability to travel 20%–40% of the time.Compensation and benefitsOn top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits. Below are the minimum core benefits you'll get, depending on your job level these benefits may improve:Flexible medical & dental coverage to meet your household's needsLife, Dependent Life and AD & D Insurance optionsRetirement savings including RRSP including a company match, TFSA, pension and moreEmployee Stock Purchase PlanOther benefits include:Educational expense reimbursementEmployee assistance programsDiscounted gym membership (GoodLife Fitness)Opportunity for flexible work arrangementsPaid sick days & personal daysEmployee education recognition programEmployee referral bonus programWe value inclusion and diversityInclusion and diversity (I&D) is a core part of our business, and it's embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.Gallagher embraces our employees' diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.We are an equal opportunity employer which values diversity in the workplace and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as "protected characteristics") by applicable federal, state, or local laws.Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
