Financial Advisor – Investments

Viva Recruiters; Burlington; On-site; CAD 70,000 - 96,000; Full time

Job summary

A leading Canadian financial services co-operative seeks a Financial Services Representative in Burlington. You will develop client relationships and provide high-quality financial services advice, driving sales in investments and life insurance. The ideal candidate has three years of experience in the financial services industry, holding both a Life License and Mutual Funds License. The role offers competitive pay and a strong benefits package that includes dental and health care.

Benefits

Dental care

Extended health care

On-site parking

Vision care

Qualifications

• Three years of experience in the financial services industry including sales.
• Must hold a Life License and Mutual Funds License.
• Working towards a Financial Planning designation (CFP, CLU, PFA) is preferred.

Responsibilities

• Develop and deepen client relationships through high-quality sales advice.
• Conduct needs analyses and create investment plans for clients.
• Engage prospects to build a sales pipeline and promote financial services.
• Participate in community events to enhance agency visibility.

Skills

Sales growth in investments

Client relationship development

Regulatory compliance

Communication skills

Education

Post-secondary education in related discipline

Tools

Life License

Mutual Funds License

Canadian Securities Course (CSC)

Job description

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.
As the Financial Services Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.

How you will create impact:

• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.

How you will succeed:

• 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.

To join our team:

• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).

Job Type: Full-time

Pay: $70,723.10-$95,546.14 per year

Benefits:

• Dental care
• Extended health care
• On-site parking
• Vision care

Experience:

• Wealth management: 5 years (required)

Licence/Certification:

• MFDA (Mutual Funds License) (required)
• Canadian Securities Course (CSC) (required)

Work Location: In person