Associate Financial Advisor

Royal City Recruitment; Waterloo; On-site; CAD 55,000 - 65,000; Full time

Job summary

A leading company in the financial services sector seeks an Associate Financial Advisor in Waterloo. This position involves supporting agency operations through client interactions, sales activities, and the management of various insurance and wealth management products. The ideal candidate will possess strong sales skills, a post-secondary education, and a willingness to obtain necessary licenses.

Benefits

Partnership with financial planning experts

Specialized training and ongoing development

Competitive compensation package

Community engagement opportunities

Qualifications

• Successful completion of a post-secondary degree or diploma from an accredited institution.
• Two years of sales experience or related business or marketing experience preferred.
• Possess or willing to obtain life and general insurance licenses.

Responsibilities

• Support the agency operation through sales of life, group, and wealth management products.
• Conduct client reviews and needs analysis for cross-selling.
• Complete risk assessments and develop annual marketing plans.

Skills

Communication

Sales

Client Relationship Management

Education

Post-secondary degree or diploma

Job description

Salary Range : $55,000-$65,000 + commissions

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth.

The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home / auto insurance) and specialty lines (farm and / or commercial) portfolios.

What you’re responsible for :

• Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
• Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
• Proactively complete client reviews focusing on life and wealth management products.
• Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
• Complete front-line risk assessment and selection, following underwriting guidelines.
• Complete home, commercial and farm inspections as required.
• Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
• Respond to and investigate client questions and concerns, resolve client complaints, and escalate issues appropriately

What to expect :

• You will travel occasionally.
• You are required to have a valid driver’s license and insurance.
• Strict confidentiality with respect to client’s medical history, financial status, and other personal information.
• Extended work hours, including weekends, may be required during peak periods.
• This role involves direct contact with clients and / or service providers in their environment.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

To be successful :

• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
• You build trusting relationships and provide guidance to support the development of peers.

To join our team :

• Successful completion of a post-secondary degree or diploma issued by an accredited college or university.
• Possess or willing to obtain a Life license (LLQP) and a General Insurance license (OTL); with a Mutual Funds license considered an asset.
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
• A minimum of two (2) years sales experience or related business or marketing experience is preferred.
• Knowledge of insurance products and strong underwriting skills is an asset.

What we offer :

• Partnership with our internal team of advanced financial planning experts and resources of the wealth planning, and insurance planning specialists.
• Specialized internal training and ongoing development support throughout your career.
• Opportunities to give back to your community
• A competitive compensation package and benefits program

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Financial Advisor • Waterloo, ON, Canada