Job Description

Summary:

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role will specialize in Wealth Management with the possibility of Life Insurance if licensed. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and make informed product recommendations. In this role, you will provide expert financial guidance to clients, helping them to achieve their financial goals through effective planning and investment strategies.

Roles and responsibilities:

Support development of the agency operation through the sales and profitable growth of wealth management products. Service and support the wealth management portfolio of the agency while adhering to compliance rules and regulations Proactively complete client reviews focusing on wealth management products. Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan. Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals. Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility. Support programs to build multi-client relationships. Respond to and investigate client questions and concerns.

Qualifications and Skills:

Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
Must be Mutual Fund licensed

CFP, PFA, or equivalent designations will be given preferred consideration

A minimum of two (2) years sales experience or related business experience is preferred

Performance of Core Functions:

Achievement of individual sales goals with a strong focus on consistent and proactive sales activity Strong contribution to achievement of the agency goals Strong commitment to ongoing personal and professional development Level of customer satisfaction as measured through client feedback Demonstration of client needs analysis through commitment to use of financial security planning tools Skill in evaluation and underwriting of risks as measured by audits and adherence to underwriting guidelines Attention to detail and accuracy of new business applications and paperwork as measured by audits and feedback Work independently and effectively use and apply the resources available Impact on the Organization Contribution to profitable growth and positive retention in the agency Impact on organizations trust and reputation through accuracy and completeness of information reported and appropriate treatment of confidential information
Job Type: Full-time

Pay: $50,000.00-$80,000.00 per year

Additional pay:

Bonus pay Commission pay
Benefits:

Dental care Extended health care RRSP match Vision care
Schedule:

Monday to Friday Weekends as needed
Work Location: Hybrid remote in Winnipeg, MB R2G 1P7

Application deadline: 2025-03-07