What you are responsible for:
- Contributing to the development and sustainable growth of the agency’s investment assets under management and providing client-centric investment services – including both segregated funds and mutual funds solutions.
- Engaging with prospects to proactively build a sales pipeline and develop marketing plans to promote value-added advice-based financial services.
- Conducting needs analyses, reviewing client financial goals, providing recommendations aligned with Know Your Client requirements, opening new accounts and documenting recommendations and changes.
- Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts that enhance agency visibility and maximize new business opportunities.
· Competitive Annual Salary (40K-60K) plus production commission
(base salary + uncapped commissions) and yearly performance bonuses.
· Full benefits including health and dental, life insurance, long-term disability.
· Paid vacation.
· Professional working environment with full supports and training.
To join our team:
- You have two years of experience in the financial services industry, with experience in investment and life product sales. Three years+ of experience is preferred.
- You have a post-secondary degree in a related discipline.
- You hold at minimum either a Mutual Funds License or Life Insurance License (LLQP) and are working or will work to acquire the other.
- You have or are working towards a Financial Planning designation ie. Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Professional Financial Advisor (PFA), Qualified Associate Financial Planner (QAFP).
As a Financial Services Specialist you will focus on developing and deepening client relationships by providing high quality sales and service advice in financial services. You will be responsible for driving sales growth in investments and life insurance through outbound prospecting, new client acquisitions, and adhering to regulatory requirements and compliant sales practices.
What to expect:
- You will travel occasionally and are required to have your own vehicle, valid driver’s license, and insurance.
- office locations (Windsor) within 50km radius to better serve our clients.
- Full time work hours, including evenings and weekends depending on clients’ needs.
- Strict confidentiality with respect to client’s medical history, financial status and other personal information.
- You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
To be successful:
- You remain focused and optimistic in the pursuit of a goal, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
- You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
- You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
- You build trusting relationships and work collaboratively as part of a high-performing team.
- You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions, and proactively propose solutions.
Job Types: Full-time, Permanent
Pay: $40,000.00-$60,000.00 per year
Benefits:
- Dental care
- Disability insurance
- Employee assistance program
- Extended health care
- On-site parking
- Paid time off
Licence/Certification:
- LLQP or Mutual funds licence (required)
Location:
- Windsor, ON N8W 5K8 (required)
Work Location: In person
