Life & Financial Advisor

21 hours ago

East Main Street Welland Ontario Canada LB W Billyard Insurance Group Full time $60,000 - $120,000 per year
Billyard Insurance Group (BIG) is a leader in the insurance industry, dedicated to building a culture that reflects our core values. At BIG, we Think BIG by exceeding expectations and creating lasting value for our clients, industry, and communities. We Act with Integrity by upholding honesty, transparency, and respect in everything we do. Our clients are at the center of our decisions as we embrace a Client First, Always mindset. We believe in the power of teamwork to Achieve More Together, combining strengths to deliver meaningful solutions. Finally, we Innovate with Purpose by leading the digital insurance revolution, consistently driving quality, enhancing client service, and empowering brokers.      With over 80 locations across Canada and recognition as one of Canada's Top Growing Companies, BIG is shaping the future of insurance. Join us as we continue to redefine the industry with innovation, collaboration, and excellence.      As a Life & Financial Advisor, you'll join an award-winning, people-first brokerage that's transforming how Canadians experience financial advice. Backed by a trusted brand, innovative AI-driven technology, and dedicated service and training support, you'll have the tools and flexibility to build a thriving practice. You'll help clients protect what matters most and plan for their future with confidence all while growing your business in a collaborative, high-performance environment that rewards integrity, independence, and results. 
What does the Life & Financial Advisor do?   As a Life & Financial Advisor,you'll be a trusted partner to your clients by helping them protect what matters most, plan for the future, and make confident financial decisions. You'll combine your expertise in insurance and financial planning with a genuine commitment to client care, building relationships that last a lifetime. 
Here's what your day-to-day will look like: 
  • Understand and advise: Conduct in-depth assessments of each client's life insurance and financial needs, recommending customized solutions that protect their family, income, and legacy. 
  • Deliver a seamless experience: Guide clients through the application and policy issuance process with professionalism, ensuring accuracy, clarity, and trust every step of the way. 
  • Build lasting relationships: Develop and nurture strong connections with individual, family, and business clients to drive long-term loyalty and retention. 
  • Support your clients for life: Manage renewals and policy updates proactively, making sure clients always have the right coverage at the right time. 
  • Drive growth: Develop and execute smart sales strategies that attract new clients, while uncovering opportunities to expand relationships with existing ones. 
  • Educate and empower: Help clients understand their financial options from life and health protection to broader financial planning concepts so they can make informed, confident decisions. 
  • Collaborate for success: Work closely with your team and other departments to ensure clients experience seamless service and consistent communication. 
  • Stay compliant and ethical: Uphold provincial insurance regulations, compliance standards, and organizational policies in every transaction. 
  • Stay ahead of the curve: Keep up to date with market trends, competitor offerings, and emerging financial solutions to better serve clients and drive innovation. 
  • Track and grow: Monitor your performance metrics, set meaningful goals, and celebrate progress toward both personal and organizational success. 
  • Keep learning: Participate in ongoing training and professional development to deepen your expertise and maintain a competitive edge. 
  • Represent with integrity: Maintain accurate records, handle all documentation carefully, and embody our values of trust, transparency, and accountability. 

Does this sound like you?   You're a trusted financial professional who genuinely cares about helping clients protect what matters most and plan for the future with confidence. You'll fit right in if you:
  • Communicate complex financial and insurance concepts clearly, helping clients make informed, confident decisions. 
  • Put the client first - delivering personalized, ethical, and value-driven solutions that meet their unique life and financial goals. 
  • Build strong, lasting relationships based on trust, transparency, and genuine care. 
  • Understand life insurance, living benefits, and personal financial planning, and can connect these to real client needs. 
  • Navigate provincial regulations and compliance requirements with professionalism and accuracy. 
  • Approach every conversation as an opportunity to educate, advise, and create long-term value. 
  • Adapt quickly to changing market conditions and evolving client priorities. 
  • Use proven sales strategies to attract new clients and strengthen existing relationships. 
  • Confidently negotiate and advocate for solutions that balance client benefit and organizational success. 
  • Work collaboratively with colleagues, sharing insights and supporting a culture of shared success. 
  • Analyze client data and market trends to identify opportunities for growth and improvement. 
  • Manage the full lifecycle of policies from onboarding and documentation to renewals and reviews with precision and care. 
  • Use CRM tools and digital platforms to stay organized, responsive, and connected to your clients. 
  • Demonstrate integrity, accountability, and professionalism in everything you do. 
   Qualifications:
  • Must hold a valid life insurance license (e.g., LLQP) in the province of operation   
  • Minimum of 2 years of experience in life insurance sales or financial services, with a proven sales and service track record   
  • Either a Certified Financial Planner (CFP,) Chartered Life Underwriter (CLU), or Personal Financial Planner (PFP) designation   
  • An acceptable credit rating, demonstrating appropriate financial management skills   
  • Bachelor's degree in finance, business administration, or a related field is preferred.   
  • Relevant professional certifications are an asset.   
 
What We Offer    Join an award-winning organization recognized for innovation, growth, and industry leadership. We empower you to thrive with the tools, technology, and support to take your career to the next level.
  • Lucrative Compensation: Enjoy a competitive, uncapped commission structure and ownership in your book of business - because your success should be your reward. 
  • Access to Warm Leads: Gain exclusive access to an existing Property & Casualty book of business, giving you qualified prospects and cross-sell opportunities right from day one. 
  • Leading-Edge Technology: Our proprietary software combines AI-driven underwriting, analytics, and lead management to make doing business in the broker channel smarter, faster, and more profitable. 
  • Recognized Industry Leader: Proud winner of the IBC Digital Innovation Award and Broker of the Year, we're known as a true disruptor with a bold brand and strong online presence. 
  • Unmatched Sales & Service Support: From digital leads and sales workflows to a dedicated service team managing your book, we've built the systems that help you focus on growth. 
  • Broad Market Access: Leverage our strong carrier relationships to offer more choice, value, and confidence to your clients. 
  • Strong, Inspiring Leadership: Backed by an award-winning CEO and an active, industry-experienced board, you'll be guided by proven success. 
  • People-First Culture: We put our people at the center of everything we do - fostering collaboration, innovation, and genuine support. 
  • Flexibility That Fits You: Work remotely from anywhere in Ontario or join us in our modern Welland office - the choice is yours. 
   Our Commitment to Diversity, Inclusion and Belonging    Billyard Insurance Group is committed to building a transparent environment where everyone feels heard, welcomed, and included. We believe Diversity, Inclusion, and Belonging are fundamental in our vision to be the leading insurance platform in Canada. BIG is a proud, equal-opportunity workplace that is committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, or gender identity Our Commitment to Accessibility    Billyard Insurance Group is committed to developing an inclusive, barrier-free recruitment process and work environment. Should you require any accommodation, please inform us and we will work with you to meet your accessibility needs. For any accessibility-related assistance, requests for information in accessible alternative formats or to report any accessibility problems, please contact us at  or ext

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