Investment & Insurance Advisor

Self-employed; Toronto; On-site; CAD 40,000 - 80,000; Full time

Job summary

Join a forward-thinking company as an Investment & Insurance Advisor, where you'll play a crucial role in guiding clients towards their financial goals. This position offers a unique opportunity to provide tailored investment and insurance solutions while building strong relationships with clients. With comprehensive training and support for licensing, you'll thrive in a positive work environment that values collaboration and client success. If you're passionate about helping others secure their financial future and eager to make a meaningful impact, this role is perfect for you.

Benefits

Licensing and training support

Competitive salary and commission structure

Positive work environment

Qualifications

• Valid LLQP and Mutual Funds License preferred; training support available.
• Strong interpersonal and communication skills for client relationships.

Responsibilities

• Provide personalized financial planning advice focusing on investments.
• Develop and maintain strong client relationships through trust-building.

Skills

Interpersonal Skills

Communication Skills

Financial Planning

Sales Skills

Education

LLQP License

Mutual Funds License

Job description

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Job Title: Investment & Insurance Advisor

Job Description:

As an Investment & Insurance Advisor, you will play a vital role in helping clients achieve their financial goals by providing tailored investment and insurance solutions. You will use your expertise to build relationships, identify needs, and guide clients towards informed decisions.

Key Responsibilities:

• Provide personalized financial planning advice to clients, focusing on investment and insurance solutions.
• Develop and maintain strong client relationships through excellent communication and trust-building.
• Stay up-to-date with industry trends, regulations, and products to offer the most relevant solutions.
• Collaborate with team members to meet business objectives and deliver exceptional client service.

Requirements:

• Valid LLQP (Life License Qualification Program) and Mutual Funds License are preferred.
• If not currently licensed, we offer comprehensive support and training to obtain these certifications. We also reimburse the cost of the licensing process upon successful completion and fulfillment of training requirements.
• Strong interpersonal and communication skills to build and nurture client relationships.
• Proven ability to meet targets and work effectively in a fast-paced environment.
• A passion for helping clients secure their financial future.
• Competitive salary and commission structure.
• Licensing and training support with reimbursement upon successful completion.
• A positive and collaborative work environment.

If you're looking to make a meaningful impact while advancing your career, we'd love to hear from you!

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Sales and Business Development

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