Independent Financial Advisor jobs
Associate Financial Advisor
Easily applyUrgently hiringThe Co-operatorsNepean, ON K2H 1B2- $56,000–$90,000 a year
- Full-time +1
- Monday to Friday
- Paid time off
- Vision care
- Dental care
- Life insurance
- Employee assistance program
- Disability insurance
1 hire made in past 30 days- Demonstration of client needs analysis through commitment to use of financial security planning tools.
- Job description for Associate Financial advisor in *…
View similar jobs with this employerCIBCVal-d'Or, QC J9P 1T1- Full-time
- Deliver trusted investment advice and create personalized financial plans to enhance existing relationships.
- We’re building a relationship-oriented bank for the…
- CFMWSShilo, MB
- $85,980–$101,190 a year
- Monday to Friday
- Paid time off
- Vision care
- Dental care
- Employee assistance program
- Disability insurance
- Language training provided
- In preparing written financial plans.
- In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in…
- CFMWSShilo, MB
- $85,980–$101,190 a year
- Monday to Friday
- Paid time off
- Vision care
- Dental care
- Employee assistance program
- Disability insurance
- Language training provided
- In preparing written financial plans.
- In addition to conventional insurance, investment and financial advice products and services, we pride ourselves in…
Financial Advisor - Entwistle
Easily applyServus Credit UnionEntwistle, AB- Permanent
- Profit sharing
- Through excellence in service and financial guidance, this role plays a vital part in enhancing the financial well-being of members and advancing the credit…
View similar jobs with this employerCIBCRouyn-Noranda, QC J9X 4P8- Full-time
- Weekends as needed
- You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
Member Financial Advisor
Easily applyBow Valley Credit UnionRed Deer, AB T4N 1S1- From $65,000 a year
- Full-time +1
- Monday to Friday
- Paid time off
- Dental care
- Life insurance
- Employee assistance program
- Disability insurance
- RRSP match
- Excellent knowledge of the broader financial services industry and mortgage and retail lending market.
- The Member Financial Advisor is responsible for growing…
View similar jobs with this employerCIBCLethbridge, AB- Full-time
- You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
View similar jobs with this employerCIBCPrince George, BC- Full-time
- Weekends as needed
- You can demonstrate 2 – 3 years experience in providing financial advice to clients and achieving sales results through advice-based conversations.
View similar jobs with this employerCIBCSaskatoon, SK- Full-time
- You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
View similar jobs with this employerCIBCSherwood Park, AB- Full-time
- You’ll make lasting connections and provide the right financial advice, helping them secure their futures, own homes, and set up businesses.
View similar jobs with this employerRoyal Bank of CanadaMontréal, QC- Full-time
- Profit sharing
- Paid vacation
- Deliver on RBC’s vision to be among the world’s most trusted and successful financial institutions.
- Employee savings, profit-sharing, and pension options to…
View similar jobs with this employerCIBCRouyn-Noranda, QC J9X 4P8- Full-time
- You can demonstrate 1 – 3 years experience in providing financial advice to clients and establishing relationships while achieving performance targets.
- Canaccord Genuity Corp.Oakville, ON
- $135,000–$200,000 a year
- Full-time
- Stock options
- Canaccord Genuity (CG) is a leading independent full-service financial services firm, with operations in two principal segments of the securities industry:…
View similar jobs with this employerRoyal Bank of CanadaQuebec City, QC G1X 4V9- Full-time
- A world-class training program in financial services.
- 1-2 years of proven sales experience in the financial services industry, handling credit and investments.
View similar jobs with this employerFinancial Advisor
Easily applyGT WealthCalgary, AB T2E 7Y2- From $100,000 a year
- Full-time +1
- (Valued at $20,000; complimentary for accepted advisors.).
- We take the initiative to share generously—because we believe a better Canada starts with better…
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Job Post Details
Associate Financial Advisor - job post
Job details
Pay
- $56,000–$90,000 a year
Job type
- Permanent
- Full-time
Shift and schedule
- Monday to Friday
Location
Benefits
Pulled from the full job description
- Paid time off
- Vision care
- Dental care
- Life insurance
- Employee assistance program
- Disability insurance
- On-site gym
Full job description
Job description for Associate Financial advisor in Ottawa.
Summary:
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.
Roles and responsibilities:
- Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
- Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
- Proactively complete client reviews focusing on life and wealth management products.
- Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
- Complete front-line risk assessment and selection, following underwriting guidelines.
- Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
- Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
- Support programs to build multi-client relationships.
- Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
- Support the agency team in their daily activities.
Supervisory Responsibilities:
- Direct Reports:
Working Conditions:
- Regular office environment . Willing to work flexible hours. or Hybrid .
Qualifications and Skills:
- Mutual funds license is required.
- Life license is required.
- Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
- A minimum of two (2) years sales experience or related business or marketing experience is preferred
- Knowledge of insurance products and strong underwriting skills is an asset.
- Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving.
- Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office. Valid drivers license may be required.
- The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.
Performance of Core Functions:
- Achievement of individual sales goals with a strong focus on consistent and proactive sales activity
- Strong contribution to achievement of the agency goals
- Contribution to achievement of multi-line client targets
- Strong commitment to ongoing personal and professional development
- Level of customer satisfaction as measured through client feedback
- Demonstration of client needs analysis through commitment to use of financial security planning tools
- Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines
- Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback
- Work independently and effectively use and apply the resources available
Impact on the Organization:
- Contribution to profitable growth and positive retention in the agency as measured by key indicator reports
- Contribution to the quality of the agency portfolio and a positive loss ratio as measured by key indicator reports
- Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
- Associate Life/Wealth Insurance Advisors are the face of the organization to our clients
Impact on the Client:
- Focus on relationship building with clients and effectively communicates with clients to deliver on the service promise
- Timely delivery of services and responses to client inquiries - once and done approach Impact on Team/Staff Development:
- Effectiveness of working relationships with peers, agent and district management team
- Demonstrated leadership ability in building a strong team environment
- Contribution to the motivation and engagement of the agency team
- Works cooperatively with others to accomplish objectives.
- Achievement of targets set both team and individual
- Ability and initiative to take on new and challenging assignments .
Full time and permanent job
Very Competitive base salary and very good commissions plus bonuses .
Full benefits
Hybrid.
Job Types: Full-time, Permanent
Pay: $56,000.00-$90,000.00 per year
Additional pay:
- Bonus pay
- Commission pay
Benefits:
- Company events
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- Flexible schedule
- Life insurance
- On-site gym
- On-site parking
- Paid time off
- RRSP match
- Vision care
Schedule:
- Monday to Friday
Licence/Certification:
- Mutual funds license. (required)
- Life insurance license (required)
Work Location: Hybrid remote in Nepean, ON K2H 1B2