Investment & Insurance Advisor

Self-employed; Toronto; On-site; CAD 50,000 - 75,000; Full time

Job summary

A self-employed insurance agency is seeking an Investment & Insurance Advisor in Toronto. The role focuses on helping clients achieve financial goals through tailored advice and developing robust client relationships. Ideal candidates should possess strong communication skills and a passion for client service, with licensing support available for entry-level applicants.

Benefits

Licensing and training support with reimbursement.

Competitive salary and commission structure.

Positive and collaborative work environment.

Qualifications

• Strong interpersonal and communication skills to build and nurture client relationships.
• Proven ability to meet targets in a fast-paced environment.
• Passion for helping clients secure their financial future.

Responsibilities

• Provide personalized financial planning advice to clients.
• Develop and maintain strong client relationships.
• Collaborate with team members to meet business objectives.

Skills

Interpersonal skills

Communication skills

Sales ability

Education

LLQP certification

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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