This role focuses on wealth management products, including Mutual Funds, Segregated Funds, Annuities, RRSPs, TFSAs, and more. 
We are searching for a wealth expert with a genuine passion for helping clients achieve their financial goals.
Experience:  3-5 years experience in Wealth management products.
Work Model- Hybrid
Compensation: Competitive salary, commissions, vacation, benefits, and more.
 
Financial Services Representative- Wealth Advisor
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice specificially around investments. 
You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
 
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
 
To be successful:
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
 
To join our team:
• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Mutual Funds License and a LLQP
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
 
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

Title: Associate Financial Advisor
Employment type: Full Time
Work Model: In office
Salary Range: $60,000-$65,000 + commissions
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth.
The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.
 
What you’re responsible for:

Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
Proactively complete client reviews focusing on life and wealth management products.
Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
Complete front-line risk assessment and selection, following underwriting guidelines.
Complete home, commercial and farm inspections as required.
Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
Respond to and investigate client questions and concerns, resolve client complaints, and escalate issues appropriately
What to expect:

You will travel occasionally.
You are required to have a valid driver’s license and insurance.
Strict confidentiality with respect to client’s medical history, financial status, and other personal information.
Extended work hours, including weekends, may be required during peak periods.
This role involves direct contact with clients and/or service providers in their environment.
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
 To be successful:

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
You build trusting relationships and provide guidance to support the development of peers.
To join our team:

Successful completion of a post-secondary degree or diploma issued by an accredited college or university.
Possess or willing to obtain a Life license (LLQP) and a General Insurance license (OTL); with a Mutual Funds license considered an asset.
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
A minimum of two (2) years sales experience or related business or marketing experience is preferred.
Knowledge of insurance products and strong underwriting skills is an asset.
What we offer:

Partnership with our internal team of advanced financial planning experts and resources of the wealth planning, and insurance planning specialists.
Specialized internal training and ongoing development support throughout your career.
Opportunities to give back to your community
A competitive compensation package and benefits program

Job Title: Life Insurance Specialist
Job Type: Full-Time- Hybrid
Compensation: 50,000-55,000 + Commissions 
 
About Us: As a leading Insurance and Financial Services provider of life , home , auto insurance solutions,  we are dedicated to helping individuals and families secure their financial future. We are committed to delivering exceptional service and personalized insurance plans that meet the unique needs of our clients.
 
Job Description: 
We are seeking a motivated and knowledgeable Life Insurance Specialist to join our team. The ideal candidate will have a strong understanding of life insurance products, excellent communication skills, and a passion for helping clients make informed decisions about their financial security.
 Key Responsibilities:

Work independently and as a team to achieve sales targets and company goals specific to our life insurance products. 
Conduct both outbound and inbound prospecting 
Assess clients' financial needs and recommend appropriate life insurance products.
Provide detailed explanations of policy options, coverage, and benefits.
Assist clients in completing applications and underwriting processes.
Maintain up-to-date knowledge of industry trends and regulations.
Build and maintain strong relationships with clients to ensure ongoing satisfaction and retention.
Participating in events to create brand awareness and develop community contacts to enhance agency visibility and maximize new business opportunities.
 Qualifications:

Proven experience as a Life Insurance Specialist or similar role.
In-depth knowledge of life insurance products and services.
Excellent communication and interpersonal skills.
Strong sales skills
Strong analytical and problem-solving abilities.
Ability to work independently and as part of a team.
 To join our team:

You hold an active LLQP, and it is in good standing.
You have a minimum of 2 years  of life insurance sales experience.
You have your own vehicle, drivers’ licence, and insurance.
You have a post-secondary education in a related discipline.
 What to expect:

You will travel regularly to conduct meetings, reviews with new and existing clients.
Extended work hours, including evenings and weekends may be required to meet the needs of our clients.
Strict confidentiality with respect to client’s medical history, financial status, and other personal information.
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
 Why choose us:

Competitive compensation including salary and commissions.
Benefits.
Vacation.
A hard-working dynamic team who recognizes successes and work through obstacles together. 
Hybrid working model
 Ready to take your career journey to the next level? 
If you’re ready to make a difference and grow your career with one of the largest financial cooperatives we would love to hear from you. 

Financial Services Representative- Wealth Advisor
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice with a heavy focus on our Wealth & Life products. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments through outbound prospecting and new client acquisitions.

Compensation: 60,000 - $70,000+ commissions. 
Vacation
Benefits
What you’re responsible for:
• Contributing to the development and sustainable growth of investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions for multiple agencies. 
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
 
To be successful:
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
 
To join our team:
• You have a min of two years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
 
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly between multiple offices.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

About our Client:
Our client is looking for a driven Commercial Insurance Specialist who can drive our commercial insurance business to new heights. We are looking for someone who is knowledgeable and passionate about protecting businesses against unforsceen risks. Whether it's property, liability, or business interuption just to name a few.  You will act as the trusted advisor to support their commercial insurance needs. 

Compensation: 55,000-60,000+ Commissions. 
Vacation time
Benefits
volunteer days
Commercial Specialist
 As the Commercial Insurance Specialist you will be responsible for new client growth and expansion of the commercial portfolio through outbound prospecting, client contact and sales activities.
You will play a key role in identifying prospects in business markets, servicing clients, determining risks and presenting customized insurance solutions.  
How you will create impact:

Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth goals.
Completing risk assessments and commercial inspections in accordance with underwriting guidelines.
Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.  
Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues as required.
Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
  How you will succeed:

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.  
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions. 
To join our team:

You have 2-3 years of experience in commercial insurance sales and business development.
You have a post-secondary education in a related discipline.
You hold a General insurance license.
You have or are working towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP) designation.
What you need to know:

You are required to have your own vehicle, valid driver’s license and insurance. You will travel regularly. This role involves direct contact with clients and/or service providers in their environment. 
Extended work hours, including evenings and weekends, will be required.   
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

Insurance Account Manager
Location: Ottawa, ON 
Type: Full-Time
Salary range $55,000-$70,000+ Commissions
The Opportunity:
Are you a self-driven, sales orientated, energetic individual looking for a career in the Insurance sector? 
My client is seeking a qualified Insurance professional to join their team as an  Insurance Account Manager. If you're a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential. 
Responsibilities:

Provide Home, Auto, and Life Insurance solutions tailored to our clients' needs.
Generate leads, schedule appointments, identify customer needs, and market appropriate products and services.
Develop and maintain relationships with centre of influences.
Collaborate with the agent to establish and achieve marketing goals.
Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, claim submissions, and billing clarification.
Engage with clients and the community through social media platforms and participate in community events to enhance the company's presence.
What Will Make You Successful:

Sales experience (outbound and inbounds sales).
Customer service experience.
Successful track record of meeting sales goals/quotas preferred.
Exceptional communication skills - written, verbal, and listening.
Proactive in problem-solving.
Presentation skills preferred.
Time management skills.
To join our team:

Post secondary education.
Proven track record of achieving or exceeding sales goals.
Customer service experience min 2 years
Excellent communication skills both written and verbal.
Ability to multitask in a fast-paced environment.
Licenses: OTL is preferred and willing to obtain LLQP.
Why join us:

Compensation: Salary + Commission
Vacation: 3 weeks vacation.
Benefits: Health and dental benefits 
Growth Opportunities: encouragement to grow and advance your career. 
Culture: A hardworking, award-winning team that also knows how to celebrate success together.
Ready to Make an Impact?
Join our team and help provide remarkable customer experiences while supporting one of the top insurance companies in Canada. If you’re ready to make a difference and grow your career we would love to hear from you.

Employment Type: Regular Full-Time
Work Model:  Office Based
Location:   Brantford, ON
Language: This role operates in English.
This is a salary + bonus compensation package.
About the Opportunity and our Client: 
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.
Our team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. 
The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of personal lines products (auto and home insurance) and may provide some basic support for additional product lines. 
How you will create impact: 

Sales, service and profitable growth of personal lines insurance products. 
Advise and recommend coverages and policies that best meet client needs. 
Prospect and cross sell by identifying and recommending additional products/services that benefit the client. 
Complete front-line risk assessment and selection following underwriting guidelines. 
Identify which risks require inspections and re-inspections. May be required to complete inspections. 
Achieve individual goals for client service, sales, quality and productivity. 
Support programs to build multi-client relationships. 
Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately. 
How you will succeed: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction. 
You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages. 
You are committed to continuous improvement and building productive client relationships in order to exceed client expectations. 
You’re an effective team player and provide guidance to support the development of your peers. 
To join our team: 

General Insurance License is required or must obtain within two (2) months. ( OTL)
Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses. 
One (1) year sales and service experience or related business experience is preferred. 
Knowledge of auto and property insurance products and experience with selling techniques is an asset. 
What you need to know: 

Strict confidentiality with respect to client’s financial status and other personal information. 
This role involves direct contact with clients and/or service providers in their environment. 
You may be required have your own vehicle, valid driver’s license and insurance. 
You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate. 

Insurance Account Representative
Location: Markham, ON
Working Model: Full time- In office
Compensation: Salary range $50,000- $60,000 + Commissions
Language Requirement: Mandarin language requirement
 
The Opportunity: 
Our client is seeking a professional who is interested in helping their business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career within the Insurance and Financial services industry. This opportunity is with a top performing agency and provides the opportunity for growth. 
 
Responsibilities:

Provide Home and Auto insurance solutions tailored to our clients needs. 
Provide Life insurance solutions for our clients needs( LLQP will need to be obtained).
Develop and maintain client relationships.
Provide prompt, accurate, and friendly customer service, including responding to inquiries regarding insurance availability, eligibility, coverages, policy changes, claim submissions, and billing clarification.
 
What will make you successful:

2 years of experience in sales and customer service.
Ability to multitask in a fast-paced environment.
Excellent communication skills both written and verbal.  
Your enthusiasm to help clients protect their properties and their families.
Organization and time management skills.
To join our team:

Post secondary education is preferred.
Proven track record of achieving or exceeding sales goals.
Customer service experience min 2 years.
Excellent communication skills both written and verbal.( Mandarin and English)
Licenses: OTL is preferred and willing to obtain LLQP.
 
Why join our team: 

Competitive compensation structure: Salary of $50,000- $60,000 
Commission based on performance 
Annual Bonus (subject to office qualification)
Health & Dental Benefits
Vacation
Growth Opportunities
 
If you're looking to thrive in a dynamic, engaging, and supportive work environment that values hard work, collaboration, continuous development and celebrates the teams achievements we want to hear from you.
Apply today, we look forward to sharing more about this opportunity with you. 
 
 

Financial Services Representative- Life Insurance Specialist
The ideal candidate will possess a thorough understanding of Life Insurance products and has the ability to provide clients with expert guidance and support. Holding a Mutual Fund designation is considered a valuable asset for this role. 
This role has a Salary+Commission compensation structure. 
Salary range is $65,000-$75,000
Working Model is Hybrid
As the Life Insurance Specialist you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
 
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s life insurance and investment assets providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client Life insurance and Investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
 
To be successful:
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
 
To join our team:
• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License, Mutual Funds Licence is considered an asset
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
 
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.