Financial Advisor IW

Position: Financial Advisor - 209 - IW-209
Description
The Opportunity
Our client is seeking an  Financial Advisor  to support the growth and development of a financial services practice through proactive client engagement, prospecting, sales, and portfolio management. The role has a strong focus on wealth management, while also supporting life and group products and identifying opportunities to deepen client relationships across multiple lines of business.

This is an excellent opportunity for a relationship-focused financial services professional who enjoys developing new business, providing thoughtful advice, and helping clients identify solutions that align with their financial needs and goals.

The Employer
Our client operates within the Canadian insurance and financial services sector, providing clients with a range of insurance, investment, and financial solutions. The organization places a strong emphasis on client relationships, professional standards, compliance, and long-term portfolio growth.

About You
You are a proactive financial services professional who is comfortable building relationships, identifying new business opportunities, and conducting meaningful conversations about clients’ insurance and financial needs. You bring experience with investment and life products and are confident completing client reviews, needs analyses, and front-line risk assessments.

You are organized, client-focused, and able to balance sales activity with strong service and compliance standards. You communicate clearly, work effectively in a technology-dependent environment, and enjoy contributing to the overall success of a team.

Key Responsibilities

Support the development and profitable growth of life, group, and wealth management business, with a particular focus on wealth management

Service and support the existing life, group, and wealth management portfolio while adhering to applicable compliance requirements

Proactively conduct client reviews focused on life insurance and wealth management needs

Identify prospective clients within both personal and business markets

Prospect and cross-sell across applicable lines of business by completing client needs analyses

Make informed product recommendations based on identified client needs

Complete front-line risk assessment and selection in accordance with underwriting guidelines

Work toward individual client service, sales, quality, and productivity goals while contributing to overall practice growth objectives

Develop annual marketing plans outlining strategies and activities to support business development goals

Support initiatives designed to deepen and expand multi-product client relationships

Respond to client questions and concerns, investigate issues, resolve complaints where appropriate, and escalation matters when required

Support other members of the team with day-to-day activities

Maintain strict confidentiality regarding clients’ medical, financial, and personal information

Necessary Qualifications Include

Life Insurance License

Mutual Fund License

Minimum 3 years of financial services industry experience, including investment and life product sales

Financial planning designation completed or in progress, such as CFP, CLU, PFA, or a comparable designation

Ability to meet and maintain applicable provincial licensing and continuing education requirements

Strong verbal and written communication skills

Strong organizational and time management capabilities

Demonstrated client service, decision-making, and problem-solving skills

Comfortable working in a technology-dependent environment, including proficiency with Microsoft Office

Knowledge of insurance products and strong underwriting skills considered an asset

Additional general insurance licensing may be required depending on the product focus of the…