Insurance & Wealth Advisor X2
2 hours ago
YAM Financial Solutions is looking to hire an Insurance Advisor who specializes in customizing insurance contracts, including but not limited to Intermediate Financing Arrangements, Critical Illness, and Criss-Cross/Buy-Sell Agreements. The ideal candidate is an accredited Life & Wealth Advisor (LLQP), self-motivated and driven, with strong knowledge of tax, selling, and presenting skills. Recognized industry designations such as Certified Financial Planner or CPA accreditation will help contribute to our collective success. The ideal teammate must be able to work independently and generate his/her own leads. The candidate will contribute to and be accountable to the team sales through the achievement of individual sales goals. As an entrepreneur, you will continuously work on increasing your external networks and capitalize on market opportunities and referrals from existing and new centers of influence. Responsibilities Develop and customize insurance contracts, including Intermediate Financing Arrangements, Critical Illness, Criss-Cross/Buy-Sell Agreements. Work independently to generate leads and contribute to team sales through achieving individual sales goals. Expand external networks and capitalize on market opportunities and referrals from centers of influence. Key Qualifications Accredited Life & Wealth Advisor (LLQP). Strong knowledge of tax, selling and presenting skills. Recognized industry designations such as Certified Financial Planner (CFP) or CPA accreditation. Entrepreneurial mindset with ability to work independently and build a network. Job Details Seniority level: Entry level Employment type: Full-time Job function: Sales and Business Development Industry: Insurance #J-18808-Ljbffr
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Wealth Advisor
2 hours ago
Toronto, Canada Nicola Wealth Full timeJoin to apply for the Wealth Advisor role at Nicola Wealth Join to apply for the Wealth Advisor role at Nicola Wealth Get AI-powered advice on this job and more exclusive features. About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional...
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Wealth Advisor
2 hours ago
Toronto, Canada Nicola Wealth Full timeAbout Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Insurance Advisor
8 hours ago
Toronto, Ontario, Canada Nicola Wealth Full timeAbout Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Wealth Advisor
2 hours ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...
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Wealth Advisor
3 weeks ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...
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Wealth Advisor Toronto, ON
2 hours ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...
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Wealth Advisor Toronto, ON
3 weeks ago
Toronto, Canada Nicola Wealth Management Ltd. Full timeWe have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...
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Insurance Advisor
7 days ago
Toronto, Canada Nicola Wealth Full time**Position Summary**: Are you a proactive, results oriented insurance advisor motivated to accelerate your practice by joining a growing company that saves physicians money on their insurance? Are you committed to building lasting relationships, delivering superior client service and learning from an experienced leader and team? As an Insurance Advisor with...
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Insurance Advisor
1 day ago
Toronto, Canada Nicola Wealth Full timeAbout Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...
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Advisor, IG Wealth Connect
16 hours ago
Toronto, Ontario, Canada IG Wealth Management Full timeDivision: IG-SaleDistLocation: OntarioIGM Financial Inc. is a leading wealth and asset management company in Canada, managing approximately $271 billion in assets. It offers financial planning and investment services to over two million Canadians through IG Wealth Management and Mackenzie Investments.Founded in 1926, IG Wealth Management is a key part...
