Financial Advisor

WizeHire, Inc; Eastern Ontario; On-site; CAD 100,000 - 150,000; Full time

Job summary

A leading financial services firm in Ontario is hiring financial service professionals to provide clients with personalized financial solutions. Candidates should demonstrate strong relationship management skills and possess integrity. This role offers the opportunity to earn between $100,000 and $150,000 at plan, with comprehensive training and support provided.

Benefits

Full benefits when hired

3 separate pensions

Comprehensive training program

Qualifications

• Must have effective relationship management skills.
• Must possess uncompromising integrity and the ability to communicate complex ideas.
• Must have the ability to successfully network and prospect for new clients.

Responsibilities

• Provide peace of mind to clients while helping them navigate financial challenges.
• Collect and organize client financial information using a CRM.
• Develop tailored financial plans based on client needs.

Skills

Competitive

Enterprising

Coachable

Communicative

Relationship management skills

Integrity

Networking and prospecting

Job description

Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions. We act with integrity and humanity in all our interactions with our policy owners, business partners, and one another.

We are looking for a driven self-starter with strong principles who is interested in making a positive difference in the lives of others. New York Life is growing its team by hiring a financial service professional who can offer our wealth of financial products and services to clients who are striving to establish strong financial foundations and achieve their monetary goals for a bright future.

Training, Support, and Professional Development: New York Life offers a comprehensive three-year training program, marketing support, as well as prospecting and technical assistance. Our programs give you the ability to work with highly successful, established agents and managers who assist you in developing a clientele.

About New York Life

New York Life is among the strongest and most respected financial companies in the world. New York Life has received the highest financial strength ratings currently awarded to any U.S. life insurer by each of the four major rating companies: A.M. Best (A++), Standard & Poor’s (AA+), Moody’s Investors Service (Aaa), and Fitch (AAA).

Financial Service Professionals offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency - Equal Opportunity Employer M/F/D/V

Responsibilities

We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses. This is not just a sales job, it’s a career with purpose and opportunity.

• We’re looking for people who want to make a lasting impact on the financial well-being of individuals, families, and small businesses
• This is not just a sales job, it’s a career with purpose and opportunity
• You’ll provide peace of mind to your clients while helping them navigate challenges that many of them find complex and confusing, such as preparing for retirement and saving for college
• Stay abreast of insurance industry protocols and policy changes to ensure fulfillment of all policy requirements, and monitor insurance claims to ensure mutual satisfaction
• Implement social media and other marketing tools to identify, seek, and generate prospects with whom you can foster strong, long-term relationships as a reliable financial service professional
• Participate in educational meetings or seminars relevant to client risk tolerant and financial objectives for research prior to offering sound financial advice
• Collect and organize each client’s financial information using a CRM to determine financial status, financial goals, cash flow, and financial expectations
• Develop and implement tailored financial plans using our array of services while considering each client’s financial needs and life circumstances
• Assist clients with decisions related to life insurance, mutual funds, savings plans, and other financial products and services

Qualifications

• Competitive
• Enterprising
• Coachable
• Communicative
• Must have effective relationship management skills
• Must possess uncompromising integrity and the ability to communicate complex ideas
• Must have the ability to successfully network and prospect for new clients

Compensation: $100,000 - $150,000 at plan

About NYL - Lance Gillman

As a mutual company, with no investors or outside owners, New York Life is uniquely aligned with clients’ interests and priorities. We have over 176 years of industry success.

• A promise to work with you to build a strong financial future for both you and your clients
• #73 on Fortune 100 in 2020
• A leading company with many agents qualifying for MDRT 2 year after year
• Highest possible financial strength ratings currently awarded to any life insurer: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA) as of 9/12/19
• Full benefits when hired and 3 separate pensions

New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity