Associate Financial Advisor in Client Services

Location: King City

Elevate your career in client services as an Associate Financial Advisor at our Schomberg office, earning a competitive salary of $60,000 - $70,000 plus commissions. Focus on client support and financial product specialization.

In this role, the Associate Financial Advisor supports the agency's operational success through active sales, outbound prospecting, and client relationship management. Opportunities to specialize in various products like Mutual Funds, life, and group insurance await you. Moreover, your commitment to compliance and continual professional development will be vital.

Key Responsibilities:

• Aid in the sales growth of life and wealth management products

• Analyze clients’ needs for targeted product recommendations

• Conduct risk assessments per underwriting procedures

• Create and implement effective marketing plans

• Respond to client inquiries, ensuring satisfaction

Requirements:

• Minimum of two years in sales required

• Possession of a Mutual Fund License

• Currently pursuing a Life Insurance License

• Familiarity with insurance and investment solutions

• Adherence to provincial licensing requirements necessary

Utilize your expertise in financial services to make a difference at our agency in Schomberg.