Associate Financial Advisor
$60k - $70k per yearRoyal City Recruitment
Associate Financial Advisor
- Compensation : 60,000 - $70,000 + commissions.
- Working Model: In office
- Vacation
- Benefits
About the Opportunity:
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.
How you will create impact:- 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.
- Complete home, commercial and farm inspections as required.
- Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
- Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
- Mutual Fund Licence is required.
- Life License is required.
- General or other Insurance License(s) may be required depending on the specialty focus for the role.
- Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
- A minimum of two (2) years sales experience.
- Knowledge of insurance & investment products.
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
What you need to know:
- You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.
Vacancy posted 4 hours ago
Similar jobs that could be interesting for youBased on the Associate Financial Advisor in Schomberg, ON vacancy
$60k per year
...Insurance Advisor - Desjardins Agent Team Member Location: Barrie, On Type: Full Time... ...Desjardins is the largest cooperative financial group in Canada, and one of the largest employers... ...sales representative, retail sales associate, or telemarketing) preferred Successful...SuggestedFull timeFor contractors$45k per year
...Insurance Sales Advisor - Desjardins Agent Team Member Agent: Nicole McCann Insurance and Financial Services Inc. Location: Newmarket, ON Type: Full Time - In Office Position Overview Are you an energetic, motivated professional looking for a rewarding...SuggestedFull timeFor contractorsCasual workWork at officeMonday to friday$44k - $48k per year
...UNLIMITED POSSIBILITIES AHEAD. Position: Parts Advisor Status: Full-Time Dealership: NewRoads Department: Parts... ..., Porsche, Rolls-Royce, Subaru, Toyota, Volkswagen Amazing associate Incentives Internal and External, Training & Development opportunities...SuggestedFull time$86k - $119k per year
...Chain Management Career Stream: CMT - Commodity Management Role: Advisory Job Title: Commodity Management Advisor Job Code: ADV-SCM-COMM Band: Level 09 Direct/Indirect Indicator: Indirect Summary First full...SuggestedLong term contractPermanent employmentContract workTemporary workWork at officeLocal areaRemote workWorldwideShift workNight shift$41.06 per hour
...Under the direction of the Supervisor, Financial Reporting & Analysis, the Financial Analyst is responsible for developing financial analysis and reports; preparation of general ledger account analysis and appropriate general ledger reports; maintaining specialized ledgers...Suggested$40k - $60k per year
...Job Responsibility: Overview We are seeking a knowledgeable and customer-focused Parts Advisor to join our dynamic team. The ideal candidate will play a crucial role in providing exceptional service to our customers by assisting them with their parts needs, ensuring efficient...Permanent employmentFull timeRelocationMonday to fridayFlexible hoursShift workDay shift$85k - $100k per year
..., creativity and boldness, we design and deliver innovative, high-value products and services.We are looking for a Health and Safety Advisor reporting to the Director of Manufacturing, this role leads plant health and safety through a strong hands-on presence in production...For contractorsWork at officeLocal areaWork from homeFlexible hours- ...Join Our Team as a Financial Services Sales Agent! At Kognitive Sales Solutions, we're all about connecting great people with exciting opportunities. We're looking for friendly, motivated individuals to join our team as Financial Services Sales Agents. In this role, you’...Full timeFlexible hours
$90k - $110k per year
...innovation. Dream big and create the future of mobility at Magna Electronics. Job Responsibilities JOB SUMMARY The Senior Financial Analyst (SFA) is responsible in supporting the review and preparation of group financial results, annual business plan, quarterly forecast...Permanent employmentWork at officeLocal areaRemote work- ...Senior Service Advisor – Automotive & Powersports. The Serpa Automotive Group – Automotive & Powersports Division. Serpa Motor Sports Powersports & Marine. Aurora. We are looking for a knowledgeable and customer-focused Senior Service Advisor to join our team...Full time
- ...applicants. #Canyoufillourshoes?We’re looking for a (Part-time) Sales Associate for our DSW banner who will put their best foot forward.As a (... ...with licensed counselors, work/life specialists, legal and financial assistance, and more.Unlimited opportunity for growth and...Part timeFlexible hoursShift work
- ...staff, physicians, volunteers, students and Patient and Family Advisors are committed to creating an environment where the best experiences... ...Accreditation Canada. Job Summary The Hospitality Service Associate is responsible for routine, periodic and project cleaning...Shift workNight shiftWeekend workAfternoon shift
- ...thinking today about the world of tomorrow. Don’t miss the chance to shape your #FutureInSight with us! What You’ll Do: Our Sales Associates are vital to the success of Sunglass Hut. You will bring an authentic, fun and energic experience to all customers while helping...Minimum wageTemporary workSeasonal workLive InLocal areaWorldwide
$17.6 per hour
...Store Manager, Corps Officer(s), volunteers, staffExternal: Guests, vendorsReports directly to the Store Manager.Direct reports: None.FINANCIAL AND MATERIAL MANAGEMENT: Moderate material responsibilities. Uses or maintains organization assets in accordance with established...Permanent employmentPart timeLive outWeekend workAfternoon shiftWeekday work$17.75 per hour
...people? Kognitive Sales Solutions is hiring In-Store Brand Ambassadors across Canada to represent one of the country's most trusted financial brands inside major retail locations. This is a people-first role where your ability to engage, educate, and inspire action makes all...Hourly payLong term contractPermanent employmentFull timePart timeFlexible hours$36k - $54.5k per year
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Full timeContract workPart timeDay shift- ...intercompany balances are reconciled at month end and documented appropriately Participate in the overall consolidation of the group’s financial results in accordance with reporting timelines and parent company policies Follow-up with product groups and operating entities...Work at officeLocal area
- A leading organization is seeking a Financial Planning & Analysis Manager to support its finance function. This role offers strong exposure to senior leadership, strategic decision-making, and cross-functional collaboration. It’s an excellent opportunity for someone with a...Long term contract
- ...monitor, and maintain detailed project schedules, budgets, and work-in-progress (WIP) tracking to support accurate forecasting and financial reporting. Prepare and manage project estimates, cost analyses, and budget tracking to ensure profitability and cost control....For subcontractor
$17.6 per hour
...offre d’emploi actuelle au Tigre Géant.Titre du posteAssocié ou associée de magasin (à temps partiel)À propos du rôleAperçuReconnus... ...offrir une rémunération globale conçue pour soutenir votre sécurité financière, votre santé et votre avancement professionnel. Cela comprend...Hourly payDaily paidPermanent employmentFull timePart timeApprenticeshipFlexible hoursWeekend workDay shiftAfternoon shift- ...customer service and communication skills. ~ Ability to work collaboratively in a team environment. Some Of What You Will Get Associate Discount Flexible Benefit Plans Group RRSP Program Learning and Development Programs Associate Recognition Programs...InternshipFlexible hours
$45.7k - $61k per year
...impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking Associate Trainee for our branch office who can guide customers to the appropriate staff member to resolve their financial...TraineeshipWork at officeWork from homeRelocation- WHY JOIN ROOTS? Roots is not only a brand, it’s a culture and lifestyle. We look for dynamic individuals who are not only interested in retail and fashion, but who enjoy challenges and share our vision for a safer, cleaner, healthier planet. In addition to our customers,...Internship
$70k per year
...improve your health and well-being, i.e., health assessments, nutrition counselling, hiking shoes, a yoga outfit or fitness equipment Associate Discount Program where you will be able to enjoy some of the world’s best sleep products Maternity/Parental leave top up benefits...Full timeLocal areaWeekend workAfternoon shift$18.05 per hour
Position Summary... Working as a Deli Associate at Walmart Canada is a great way to develop your skills in the retail industry. A Deli Associate provides exemplary customer service by adhering to the basic beliefs and values of Walmart, maintains and zones the deli area, and...Hourly pay$17.75 per hour
...Position Summary... Working as a Cosmetics Associate at Walmart Canada is a great way to develop your skills in the retail industry. The Cosmetics Associate is a customer service champion that contributes to the high-volume, fast-paced flow of merchandise from the backroom...Hourly pay$40k - $60k per year
...exposure and experience. As a Retail Associate within our boutiques, you will be part of... ...seamless retail environment As a Style Advisor, you will: Sell clothes and earn client... ..., be it physical, mental, social, or financial. Aspirational Workspace - Our boutiques...Hourly payInternshipLocal area$18.6 per hour
...Brand: Bath & Body Works Location: Newmarket, ON, CA Location Type: On-site Job Area: Store: Sales and Support Associate Employment type: Part-time Pay Rate: $18.60 per hour Career Development | 40% Discount | Free Product | EAP | Fun Stores At Bath & Body...Hourly payPart timeWork from homeShift workWeekend workAfternoon shift- ...Position Summary The Production Associate is responsible to ensure the smooth operation of machines and participate in ensuring the utmost quality of product. Responsible for Packing a variety of manufactured products (lids and containers) accurately and efficiently...Full timeImmediate startShift workRotating shift
$18.6 per hour
...naturally curious and eager to keep learning, consider starting or growing your career with us at The Home Depot.Position OverviewThe Lot Associate's primary responsibility is to load orders into customer vehicles and ensuring the parking lot is safe and welcoming for the...Work from homeFlexible hoursAfternoon shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Advisor. Be the first to apply!
