Aspiring Financial Adviser

Old Mutual; Alberton; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading insurance company is seeking a self-motivated and dynamic Financial Adviser in Prince Edward Island, Canada. You will champion valued customers to achieve their lifetime goals by identifying financial needs and providing sound advice. With a strong entrepreneurial spirit, you will recommend and implement fit-for-purpose financial plans. Ideal candidates will have a Matriculation Certificate and strong skills in consultative selling and customer relationship management. Closing date for applications is 30 August 2025, 23:59.

Responsibilities

• Champion customers to achieve their lifetime goals.
• Identify financial needs and provide sound advice.
• Recommend and implement financial plans and solutions.

Skills

Building Trust

Consultative Selling

Customer Feedback Management

Customer-Focused

Customer Service

Direct Selling

Identifying Sales Opportunities

Oral Communications

Probing Questions

Qualifying Prospects

Sales Data Management

Sales Software

Strategic Selling

Strengthening Customer Relationships

Education

Matriculation Certificate (Matric)

Job description

Let's Write Africa's Story Together!

Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.

Aspires to be a Financial Adviser

We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies.

The role at a glance is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing 'fit for purpose' financial plans and solutions.

Skills

• Building Trust
• Consultative Selling
• Customer Feedback Management
• Customer-Focused
• Customer Service
• Customer Understanding
• Direct Selling
• Identifying Sales Opportunities
• Oral Communications
• Probing Questions
• Qualifying Prospects
• Sales Data Management
• Sales Software
• Strategic Selling
• Strengthening Customer Relationships

Competencies

• Action Oriented
• Balances Stakeholders
• Builds Networks
• Collaborates
• Communicates Effectively
• Customer Focus
• Decision Quality
• Ensures Accountability

Education

• Matriculation Certificate (Matric)

Closing Date

30 August 2025, 23:59