Licensed Financial Advisor

Bighornlaw; Ontario; On-site; CAD 81,000; Full time

Job summary

A rapidly growing insurance agency in Ontario seeks a dedicated Financial Advisor to manage client relationships, develop tailored financial plans, and provide ongoing support. Join a family-oriented environment that values work-life balance and client service.

Qualifications

• Must hold a valid financial advisor license.
• Proven experience in financial advising or a related field.

Responsibilities

• Meet with and manage relationships with existing clients.
• Develop and recommend tailored financial plans.
• Provide ongoing client support and financial education.

Skills

Interpersonal Skills

Communication Skills

Client Service

Education

Bachelor’s degree in business, finance, or related field

Job description

Job Description

We are seeking a dedicated Financial Advisor to join our team at Streamline Insurance. In this role, you will:

1. Meet with and manage relationships with existing clients to understand their financial goals.
2. Develop and recommend tailored financial plans and solutions.
3. Help grow the client base through referrals, networking, and community engagement.
4. Provide ongoing client support and financial education.

Qualifications

• Must hold a valid financial advisor license.
• Proven experience in financial advising or a related field.
• Strong interpersonal and communication skills.
• Ability to work independently and as part of a team.
• Commitment to providing exceptional client service and maintaining ethical standards.

Additional Responsibilities

• Work with existing clients to retain business and identify new opportunities.
• Consult with current and prospective clients to gather financial information and develop plans.
• Answer client questions and provide financial advice.
• Advise on insurance, investment, cash management, and other strategies to meet financial goals.
• Review client accounts regularly to adapt to changes in life, economy, or financial circumstances.
• Analyze financial data to develop strategies aligned with client goals.

Additional Qualifications

• Bachelor’s degree in business, finance, or related field.
• 1-2 years of sales experience.
• FINRA Series 7 and 63 Securities Registration (66 or 65 preferred).
• Life and Health License.
• Knowledge of mutual funds, securities, and insurance industries.

Compensation

Potential annual earnings of $80,500.

About Streamline Insurance

Our rapidly growing insurance agency, with two locations, offers a family-oriented environment that values work-life balance. Join us to meet with clients and help expand our client base in a supportive, collaborative setting. If you're ready to elevate your career with a caring company, we look forward to hearing from you!