compensation: $43,680 plus bonus employment type: full-time
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- Valid Life Insurance License (Level II or LLQP)
- Valid Mutual Funds accreditation (Investment Funds in Canada or Canadian Securities Course)
- 2-3 years of proven sales experience in the financial services industry, handling investments
- Demonstrated ability to build trust and maintain long-term client relationships
- Digital literacy across a broad range of devices (i.e., smartphones, tablets, laptops, etc.)
We’re on a mission to build a relationship-focused team and we’re looking for passionate collaborators, innovators, advisors, and leaders. Our distinct culture is built on a shared commitment to do what’s right for our clients, our people, and our communities, and we strive for excellence in everything we do.
WHAT YOU'LL BE DOING
You’ll manage and grow an existing client portfolio by providing dedicated relationship management, complex financial services support, and exceptional client service. As a Financial Advisor, you’ll expertly deliver on our team approach, taking responsibility for portfolios and helping clients plan for today’s needs and tomorrow’s goals. You’ll proactively engage with many new and existing clients to provide comprehensive financial advice, enabling them to secure their futures, own their homes, and build their businesses.
HOW YOU'LL SUCCEED
Client Engagement - Focus on each client experience and connect on a personal level to make every interaction meaningful. Deliver trusted investment advice and provide comprehensive financial planning support to enhance existing relationships. Cultivate your network to establish new client relationships.
Business Development - Deeply understand your local market and potential client base, creating a comprehensive sales plan that will convert leads into new clients. Use your strong relationship building and networking skills to build connections, generate opportunities, and deliver bottom line results. Leverage Life Insurance and investment solutions to provide a needs-based approach that will result in satisfied, loyal clients and increased referrals.
Community Involvement - Heighten brand awareness in your community by attending local events and participating in marketing and outreach activities. Grow your network to create lasting connections that will generate future opportunities.
WHO YOU ARE
You put our clients first. You engage with purpose to find the right solutions. You go the extra mile, because it’s the right thing to do.
You’re passionate about people. You find meaning in relationships, and surround yourself with a diverse network of partners. You build trust through respect and authenticity.
You’re driven to succeed. You are motivated by accomplishing your goals and delivering your best to make an impact.
You’re a certified professional. You have current accreditation with your LLQP license and good standing for MFDA licensing requirements; IFIC or CSC written within the past 3 years is required upon hire.
Values matter to you. You bring your real self to work and you live our values - trust, teamwork, and accountability.
WHAT WE OFFER
You’ll become part of a diverse community that acknowledges everyone’s unique talents, and empowers teams to do what’s right for the client, and to do it well. As part of our team, you will:
Thrive: Benefit from an open and approachable culture that provides the flexibility and support you need to integrate your life at work and at home
Connect: Work in a place where the right technology and infrastructure fosters innovation, collaboration and creativity
Develop: Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities, individual development planning, and comprehensive product training
Prosper: Share in our collective success with a competitive salary, incentive pay and health benefits program
WHAT YOU NEED TO KNOW
We are committed to creating an inclusive environment where all team members and clients feel like they belong. We seek applicants with a wide range of abilities and we provide an accessible candidate experience.
You need to be legally eligible to work in Canada at the location(s) specified above and, where applicable, must have a valid work or study permit
This is a regular full-time role that requires flexibility. Your hours will be based on office operations, and you may need to work evenings or weekends, travel, or meet clients off site in order to provide exceptional service.
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