Burnaby Associate Advisor - Financial Products

Become an Associate Advisor with People Corporation in Burnaby, BC, where you will provide tailored financial solutions focusing on insurance and investment products. This role combines advisory skills with relationship management.

In this position, you will educate clients on various financial products while helping them meet their individual financial aspirations. Your proven track record in sales and established client network will position you for success. You will also need to comply with licensing requirements while traveling for in-person meetings across the region.

Key Responsibilities:

• Advise clients on life insurance and mutual funds

• Foster long-term relationships to enhance client retention

• Ensure compliance with selling requirements

• Help clients achieve their financial goals

• Conduct in-person meetings throughout the region

Requirements:

• LLQP certification—valid or in-progress

• Post-secondary degree in business or marketing

• Familiarity with the local insurance product market

• Valid driver's license and personal vehicle

• Prior sales experience in a consumer-directed setting

Drive financial success for your clients as an Associate Advisor specializing in insurance and investments at People Corporation.
#J-18808-Ljbffr