Who we are
Godfroy Financial, based in Windsor, Ontario, helps people retire with purpose and peace of mind. We specialize in life insurance, segregated funds, and financial planning. Our business has been built on trusted client relationships, thoughtful advice, strong processes, and a commitment to doing what is right for our clients.
We are a friendly, understanding team with a family-oriented culture and an open-door policy - when you need help, we are here for you. This is a full-time, in-office position offering flexibility to work-from-home when needed, convenient parking and a laid-back and easy-going environment, within a busy professional office.
We are looking for an Insurance Advisor who wants to build a meaningful long-term career, develop strong client relationships, and grow with the business over time.
Who you are
You genuinely care about helping people and take pride in doing things the right way. You’re proactive, dependable, client-focused, and comfortable taking ownership. You also ask questions when needed, welcome feedback, follow through on commitments, and are always looking to learn and improve.
Qualifications & Skills
- 2+ years of financial advisory experience, ideally including life insurance and segregated funds
- LLQP licence preferred, or willingness to obtain within approximately two months
- Excellent communication and relationship-building skills, with the ability to explain financial concepts clearly
- Strong analytical, organizational, and attention-to-detail skills
- Proactive, dependable, and able to manage multiple client relationships and priorities independently
- Coachable, professional, ethical, client-focused, and committed to following through
- Comfortable with technology, including CRM, financial planning, Microsoft Office, and insurance/investment platforms
- Willing to participate in networking and business development as the role evolves
What you’ll be doing
Client Relationship and Advice
- Build trusted relationships and proactively manage client meetings, reviews, and follow-up
- Understand clients’ goals and changing circumstances, identifying planning, insurance, and investment opportunities
- Present clear, appropriate recommendations and help clients make informed financial decisions
- Deliver consistently exceptional client service
Financial Planning
- Gather and analyze client information and build comprehensive financial plans using Conquest
- Assess clients’ financial situations and identify planning gaps, risks, and opportunities
- Review existing insurance and investment arrangements and recommend appropriate life insurance and segregated fund solutions
- Prepare and present personalized recommendations
- Conduct ongoing reviews and update plans as clients’ circumstances change
- Stay current on relevant products, market developments, and compliance requirements
Meeting Preparation and Follow-Through
- Thoroughly prepare for client meetings by reviewing files, identifying opportunities, and ensuring required information and documentation are ready
- Document meeting outcomes and agreed-upon actions
- Complete or coordinate follow-up promptly and take ownership through to completion
Business Development
- Build relationships with new prospects and referral sources
- Participate in networking, community, marketing, and business development activities
- Identify appropriate opportunities to grow the practice
- Contribute ideas that improve the client experience and overall business
Professional Development and Career Growth
This is an opportunity for someone who wants more than their next job. You will receive hands-on mentorship while progressively developing the knowledge, judgment, and confidence to manage client relationships independently.
For the right individual, there is meaningful opportunity to take on greater responsibility over time and potentially participate in a longer-term, future succession of the practice.
What Success Looks Like Within the First Year:
- Clients are comfortable working directly with you, and you’re increasingly managing relationships independently
- Client reviews, financial planning, meeting preparation, and follow-up are handled proactively and consistently
- Planning and service opportunities within the existing client base are identified and acted upon
- You have developed a strong understanding of the practice, products, processes, and client service standards
Compensation
- Base salary: $75,000 to $95,000, depending on licensing, experience and qualifications
- Bonus: Additional performance-based compensation
Why Join Us?
Join an established and growing practice with a substantial existing client base, a consistent flow of new prospects, and proven processes that support exceptional client service. You’ll receive direct mentorship from an experienced advisor who is committed to helping the right person develop, take on greater responsibility, and build a meaningful long-term career — with potential to play an important role in the future of the practice.
How to Apply
If you are client-focused and looking for an opportunity to grow within an established practice, we’d love to hear from you. Please apply with a brief cover letter expressing your interest in joining the Godfroy Financial team. Note that Kim Poulin of The Personal Coach is assisting with this hire.
Job Types: Full-time, Permanent
Pay: $75,000.00-$95,000.00 per year
Benefits:
- On-site parking
- Paid time off
Education:
- Bachelor's Degree (preferred)
Experience:
- Segregated Funds: 2 years (preferred)
- Financial Advisory: 2 years (preferred)
Licence/Certification:
- LLQP - life insurance license (preferred)
Location:
- Windsor, ON N8S 3N1 (preferred)
Work Location: In person
