Financial Advisor - 209

DGA Careers; Beaumont; On-site; CAD 70,000 - 95,000; Full time

Job summary

DGA Careers is seeking a Financial Advisor to support the growth of a multi-line financial services practice in Canada, with a focus on wealth management and life products. You will engage clients, conduct needs analyses, and present tailored solutions to help meet financial goals.

The role emphasizes relationship-building, compliance, and a proactive approach to prospecting across personal and business markets, while providing excellent service and portfolio growth guidance.

Qualifications

• Proven experience in financial services, with a focus on wealth management and life products.
• Ability to conduct client reviews and needs analyses to identify suitable solutions.
• Strong compliance standards and ability to maintain strict confidentiality.

Responsibilities

• Develop and grow life, group, and wealth management business with a focus on wealth management.
• Perform client reviews and needs analyses to identify opportunities and provide product recommendations.

Skills

Relationship building

Sales

Needs analysis

Client reviews

Risk assessment

Communication

Time management

Confidentiality

Education

CFP/CLU/PFA designation in progress

Tools

Microsoft Office

Job description

Our client is seeking an Financial Advisor to support the growth and development of a financial services practice through proactive client engagement, prospecting, sales, and portfolio management. The role has a strong focus on wealth management, while also supporting life and group products and identifying opportunities to deepen client relationships across multiple lines of business.

This is an excellent opportunity for a relationship-focused financial services professional who enjoys developing new business, providing thoughtful advice, and helping clients identify solutions that align with their financial needs and goals.

The Employer

Our client operates within the Canadian insurance and financial services sector, providing clients with a range of insurance, investment, and financial solutions. The organization places a strong emphasis on client relationships, professional standards, compliance, and long-term portfolio growth.

About You

You are a proactive financial services professional who is comfortable building relationships, identifying new business opportunities, and conducting meaningful conversations about clients’ insurance and financial needs. You bring experience with investment and life products and are confident completing client reviews, needs analyses, and front-line risk assessments.

You are organized, client-focused, and able to balance sales activity with strong service and compliance standards. You communicate clearly, work effectively in a technology-dependent environment, and enjoy contributing to the overall success of a team.

Key Responsibilities

• Support the development and profitable growth of life, group, and wealth management business, with a particular focus on wealth management
• Service and support the existing life, group, and wealth management portfolio while adhering to applicable compliance requirements
• Proactively conduct client reviews focused on life insurance and wealth management needs
• Identify prospective clients within both personal and business markets
• Prospect and cross-sell across applicable lines of business by completing client needs analyses
• Make informed product recommendations based on identified client needs
• Complete front-line risk assessment and selection in accordance with underwriting guidelines
• Work toward individual client service, sales, quality, and productivity goals while contributing to overall practice growth objectives
• Develop annual marketing plans outlining strategies and activities to support business development goals
• Support initiatives designed to deepen and expand multi-product client relationships
• Respond to client questions and concerns, investigate issues, resolve complaints where appropriate, and elevate matters when required
• Support other members of the team with day-to-day activities
• Maintain strict confidentiality regarding clients’ medical, financial, and personal information

Necessary Qualifications Include

• Life Insurance License
• Mutual Fund License
• Minimum 3 years of financial services industry experience, including investment and life product sales
• Financial planning designation completed or in progress, such as CFP, CLU, PFA, or a comparable designation
• Ability to meet and maintain applicable provincial licensing and continuing education requirements
• Strong verbal and written communication skills
• Strong organizational and time management capabilities
• Demonstrated client service, decision-making, and problem-solving skills
• Comfortable working in a technology-dependent environment, including proficiency with Microsoft Office
• Knowledge of insurance products and strong underwriting skills considered an asset
• Additional general insurance licensing may be required depending on the product focus of the position

What to Expect

• Occasional travel may be required
• Access to a vehicle, a valid driver’s license, and appropriate insurance may be required
• Some extended hours, including evenings and weekends, may be necessary
• A high degree of discretion and confidentiality is required when handling client information
• The successful candidate will be subject to criminal record and consumer history background checks as a condition of employment

About Us

DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms, and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well-positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach key influencers and passive candidates nationally.