Advisor

14 hours ago


Burnaby, British Columbia, Canada TruStone Financial Inc. Full time

Company Description

TruStone Financial Inc. (TruStone Financial) is a managing general agency and a wholly-owned subsidiary of The Empire Life Insurance Company. Formed in 2022, the company merges six entities with extensive experience in the Canadian financial services marketplace. TruStone Financial manages over $1.2 billion in assets and supports more than 1,100 independent financial advisors across Ontario and western Canada. With a commitment to excellence, the organization focuses on delivering innovative solutions to meet client needs.

Role Description

This is a remote position for an Advisor role. The Advisor will be responsible for providing expert financial guidance, developing tailored financial strategies, and building long-term client relationships. Day-to-day tasks involve assessing clients' financial goals, recommending appropriate solutions, and staying updated on industry regulations and trends. The position also requires collaboration with internal teams and contributing to the overall growth of the company.

Qualifications

  • Strong skills in Client Relationship Management and Communication
  • Knowledge of insurance, investment, and financial planning.
  • Analytical thinking and attention to detail
  • Proactive attitude with the ability to work independently in a remote setting
  • Bachelor's degree in Finance, Business, Economics, or a related field preferred
  • Certifications like LLQP or related designations are an asset
  • English fluency, Mandarin or Cantonese preferred.

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