Financial Security & Life Insurance Advisor
Company: Centerpointe Financial Inc.
Location: Ottawa, Ontario (Flexible work arrangements available)
Job Type: Full-Time, Regular
About Centerpointe Financial Inc.
Centerpointe Financial Inc. is committed to helping individuals, families, and business owners achieve long-term financial security and wealth creation. We provide personalized insurance, investment, and strategic financial planning solutions. At our core, we believe in building lasting relationships rooted in trust, integrity, professionalism, and exceptional client service.
Our Approach: Empowerment Through Financial Education
At Centerpointe Financial Inc., we believe that financial literacy is the foundation of financial security. Our core approach relies on educating our clients, empowering them with the knowledge they need to make informed decisions about their futures.
We proudly support new immigrants and established Canadians who prefer to receive financial services in their language of choice. To deliver on this commitment, we are actively expanding our talent pool by recruiting dedicated full-time professionals who can bridge language and cultural gaps for our clients.
Position Summary
We are seeking a driven, community-minded professional to join our team as a full-time Financial Security & Life Insurance Advisor. In this regular, full-time role, you will lead with education to help clients navigate their financial journeys. You will be responsible for developing and maintaining strong client relationships, conducting comprehensive financial needs assessments, and delivering tailored life insurance, investment, retirement, and wealth management solutions.
Key Responsibilities
Financial Education & Client Advisory
Lead client interactions with an educational approach, hosting workshops, seminars, and one-on-one sessions to promote financial literacy.
Conduct comprehensive financial needs assessments for individuals, families, and business owners.
Analyze clients' financial situations and design customized, easy-to-understand insurance and investment strategies.
Educate clients on wealth accumulation, retirement planning (RRSPs, TFSAs), education savings (RESPs), and estate planning.
Recommend and facilitate appropriate risk management solutions, including Term, Whole, and Universal Life Insurance, Critical Illness, Disability Insurance, and Segregated Funds.
Conduct structured annual reviews to ensure clients' financial plans remain aligned with their evolving goals.
Business Development & Community Engagement
Prospect, network, and generate new business opportunities through referrals, community engagement, and educational seminars.
Build and maintain a robust client portfolio to meet company and individual growth objectives.
Develop strategic relationships with community organizations, employers, professional associations, and cultural groups.
Actively promote financial literacy and build trust within newcomer and multicultural populations, with a specific focus on African, Caribbean, and immigrant communities.
Operations, Compliance & Service
Manage client accounts full-time, assisting with policy applications, underwriting requirements, and ongoing service requests.
Process applications, policy updates, beneficiary changes, and investment transactions accurately.
Maintain precise client records and CRM documentation in strict compliance with industry regulations and company standards.
Ensure the highest level of confidentiality and professional handling of all client information.
Qualifications & Skills
Education & Certifications
Education: Diploma or Bachelor’s Degree in Finance, Banking, Business Administration, Economics, Commerce, Human Resources, or a related discipline.
Licensing: LLQP (Life License Qualification Program) completed, or a strong willingness to obtain it immediately upon hire.
Securities: Mutual Funds or Securities License completed, or a willingness to obtain it.
Core Competencies & Technical Skills
Exceptional interpersonal, communication, and relationship-building skills.
Strong aptitude for consultative sales, presentations, and public speaking (educational workshops).
High level of professionalism, ethics, and personal integrity.
Strong organizational and time-management skills to thrive in a full-time regular office environment.
Proficiency with Microsoft Office suite and CRM software.
Preferred Assets & Language Requirements
Previous experience in banking, financial advisory, wealth management, or Human Resources (employee benefits administration).
An established professional network or deep experience working within African, Caribbean, and newcomer communities.
Language Asset: Fluency in Swahili, Igbo, Yoruba, Hausa, or French is considered a significant asset to enable us to service our growing client base in their language of choice.
What We Offer
Competitive Regular Compensation: Sustainable full-time earning potential with a competitive structure.
Professional Support: Financial and structural support for licensing, continuing education, and professional development.
Mentorship & Training: Structured onboarding, ongoing mentorship from seasoned industry leaders, and comprehensive financial services training.
Flexibility: Flexible regular work hours to support a healthy work-life balance.
Career Growth: Defined pathways to corporate leadership and agency management opportunities.
Culture: An inclusive, supportive, and diverse workplace culture where your language skills, cultural insights, and passion for education are highly valued.
Equal Opportunity Statement
Centerpointe Financial Inc. is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees and clients. We welcome applications from candidates of all backgrounds and strongly encourage multilingual professionals to apply.
To Apply: Please submit your resume and a brief cover letter outlining your interest in the financial services industry, your experience with community education/engagement, and any additional languages spoken.
Pay: $50,000.00-$60,000.00 per year
Benefits:
- Casual dress
- On-site parking
- Work from home
Language:
- Swahili (required)
- Ibo (required)
- Yoruba (required)
- Hausa (required)
Licence/Certification:
- Do you have a Life Licence (required)
Work Location: In person
