Associate Financial Advisor in Schomberg

Location: King City

Shape your career as an Associate Financial Advisor in Schomberg with a base salary of $60,000 - $70,000 plus commissions. This role focuses on client interactions and sales activities while specializing in Mutual Funds.

The Associate Financial Advisor is essential for enhancing agency operations by conducting outbound prospecting and engaging client contacts. Candidates will have opportunities to specialize in life, group, and wealth management products while focusing primarily on Mutual Funds. This role requires proactive client reviews and adherence to compliance regulations.

Key Responsibilities:

• Support profitable growth of life and wealth management products

• Conduct needs analysis and cross-sell various product lines

• Perform client risk assessments following underwriting guidelines

• Develop and execute annual marketing strategies

• Respond to client inquiries, resolving complaints effectively

Requirements:

• Minimum of two years sales experience

• Mutual Fund License required

• Life License required or in progress

• Knowledge of insurance and investment products

• Meet all provincial licensing and continuing education requirements

Become a trusted face of the organization, delivering impactful financial solutions in Schomberg.
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