Associate Financial / Insurance Advisor
The Associate Financial / Insurance Advisor is responsible for helping clients achieve their financial goals through personalized advice and solutions, with a primary focus on life insurance, mutual funds, retirement planning, and wealth accumulation strategies. The advisor builds long-term client relationships while also supporting clients' broader insurance needs, including home, auto, and business coverage.
Key Responsibilities
- Build and maintain strong client relationships through regular reviews and proactive communication.
- Identify client needs and provide recommendations for life insurance, mutual funds, retirement, wealth accumulation, and financial protection strategies.
- Conduct financial and insurance reviews to identify opportunities and coverage gaps.
- Service existing clients, including policy changes, inquiries, claims support, and portfolio reviews.
- Grow the business through client retention, referrals, cross-selling, and new client acquisition.
- Complete risk assessments and adhere to underwriting, compliance, and regulatory requirements.
- Provide advice on life, wealth, home, auto, and business insurance solutions.
- Collaborate with team members to achieve agency goals.
Qualifications & Skills
- Mutual Fund License, Life License, and/or OTL License preferred (or willingness to obtain).
- Experience in financial services, insurance, sales, banking, or customer service is an asset.
- Strong communication, relationship-building, and business development skills.
- Ability to provide professional financial and insurance advice tailored to client needs.
- Self-motivated, organized, and committed to delivering exceptional client service.
Success in This Role
Success is measured by the ability to build strong client relationships, grow life insurance and mutual fund business, increase assets under management, provide comprehensive insurance solutions, and help clients achieve their financial and protection goals.
Job Type: Full-time
Pay: $50,000.00-$90,000.00 per year
Benefits:
- Casual dress
- Dental care
- Disability insurance
- Extended health care
- Life insurance
- On-site parking
- Paid time off
- Vision care
Flexible language requirement:
Ability to commute/relocate:
- London, ON: reliably commute or plan to relocate before starting work (required)
Work Location: In person
