Financial Advisor

7 months ago

Cambridge, Canada Cowan Insurance Group Full time
You’re a sales-driven entrepreneur— proactively getting new clients and business motivates you.

You’re a relationship builder — striking a meaningful conversation with a client, industry partner or colleague excites you. 

You’re a problem solver – offering unique, customized wealth & insurance solutions to meet your clients’ complex needs thrills you. 

If you’re nodding, this Wealth & Insurance role in the Wealth Management team at Cowan Financial Solutions may be perfect for you 

What’s the ask?

Reporting to the Director, Wealth Management, you will be an integral member of our team responsible for deepening and broadening new and existing clients from an assigned block of business, in collaboration with associates in wealth management and other lines of businesses.

Key responsibilities:

Develop and build relationships with new and existing clients as well as internal and external referral sources and centers-of-influence. Develop an understanding of each client’s needs using a holistic planning approach to identify, recommend and implement the most suitable financial solutions.Proactively sourcing new business, managing clients, and ultimately growing a solid client base Understand and adhere to all regulatory and compliance operating standards.

What does it take?

Minimum of 5 years previous hands-on insurance and financial planning experienceLife License (LLQP) is required University Degree or College DiplomaProfessional Designations (ie: CLU, CFP) or working towardsMeet all provincial licensing requirements including continuing education requirements Strong working knowledge of Excel, PowerPoint, Word, CRM and financial planning softwareYou’re a self-motivated, people-oriented individual with a passion for helping people with their insurance and financial security needs.You have a track record of building and growing a profitable insurance portfolio You love networking in community and industry association eventsProficient in use of insurance-needs analysis toolsAbility to grow the business in a sales/business development capacityExcellent organizational, negotiation, analytical and interpersonal skillsExcellent presentation and communication skills Self-starter with ability to multi-task and prioritize competing demandsStrong organizational and time management skills with attention to detail

Who we are

Canadian-owned and operated, Cowan Financial Solutions is a division of Cowan Insurance Group, a leading independent insurance brokerage and consulting operation, providing real value to our clients. With over 500 employees hired out of 6 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012. 

We partner with leading national and international companies to:

deliver insurance and risk management solutions to businesses, organizations and individuals advise on and create retirement, group benefits, disability management and international benefits programs for employee groups. deliver individual wealth and insurance solutions to support the needs of individuals, families and business owners.

What sets us apart?

Be in good company
 Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive. 

Challenge your thinking
 You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.

Grow together
 We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.

Benefits and perks 

Competitive salary Participate in our comprehensive benefits plan on day one — no waiting period Company-matched Retirement Savings Plan Company-paid training and development courses Community involvement Hybrid work environment
 

Are you interested?

Please apply 

This position is subject to appropriate background checks that may include, credential, employment, credit, criminal and reference checks

While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision. 

We are an Equal Opportunity Employer. Employee candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance or record of offences.

#LI-HYBRID

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