Associate Financial Advisor (simcoe, On | Training & Growth Provided)

Simcoe, ON, Canada

Job Description

Join a trusted Co-operators agency helping Simcoe families, farms, and businesses plan for their financial future.
Irons Financial Services Inc., a proud Co-operators agency, is known for professionalism, warmth, and long-standing community relationships. We're growing our team and looking for a people-focused Associate Financial Advisor, someone who enjoys building connections, solving problems, and helping clients make confident financial decisions.
About the Role
As an Associate Financial Advisor, you'll support clients with personalized advice in life insurance, investments, and wealth planning. Working alongside senior advisor, you'll help clients stay on track with their financial goals -- from reviewing investment maturities to identifying new opportunities for protection and growth.
This is a full-time position based in our Simcoe, ON office.
What You'll Do

  • Build and maintain strong client relationships through regular financial reviews
  • Recommend life, wealth, and investment solutions tailored to client needs
  • Track GIC maturities, connect with clients for renewals, and update investment plans
  • Monitor insurance and investment portals for opportunities to enhance client portfolios
  • Collaborate with the team on marketing initiatives and client outreach
  • Maintain accurate records in compliance with Co-operators, FSRA, and CIRO standards
What You Bring
  • A friendly, confident communication style and genuine care for people
  • Strong problem-solving skills and curiosity about financial planning
  • Organization, motivation, and the desire to grow a career in financial services
  • Post-secondary education in business, finance, or a related field (preferred)
  • LLQP licence (or willingness to obtain within 3 months; licensing support provided)
  • Mutual fund licence an asset (or interest in completing)
  • Valid Ontario driver's licence and reliable vehicle
Compensation & Benefits
  • Base salary: $45,000-$60,000 (depending on experience/licensing)
  • Commission potential: $10,000-$30,000 annually
  • Health benefits and retirement plan
  • Paid licensing and professional development
  • Mentorship from an experienced agency owner
  • Pathway to a full Financial Advisor role within one of Canada's most trusted brands
Why Join Irons Financial
At Irons Financial, you're not just selling insurance -- you're helping local families, business owners, and farmers secure their futures. We value teamwork, curiosity, and doing what's right for clients. If you're looking to grow a meaningful career with a supportive, community-driven team, we'd love to meet you.
Location: In-office in Simcoe, ON
To Apply: Submit your resume here. Applications are reviewed on a rolling basis, don't wait to apply!
Accommodations in the recruitment process are available upon request.

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Job Detail

  • Job Id
    JD2986822
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Simcoe, ON, Canada
  • Education
    Not mentioned