Associate Advisor Jobs

We are seeking an eager, strategic, and definitive associate advisor to fill a position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to help clients identify and achieve their insurance, health, and financial goals through a variety of services.

Associate Advisor Job Summary

The primary focus of the Associate Advisor is to increase sales, expand the business, and enhance client services. This entails actively prospecting for new clients as well as meeting with existing clientele and leading them through the financial planning process.

Skills/Requirements

·CFP/QAFP/PFP, CIFC (Investment Funds) or industry equivalent, and Life/A&S licenses

·Ability to motivate others to make decisions and take action (sales ability)

·Demonstrated analytical abilities

·Proficiency in Word, Excel, CRM systems and other related business or money management tools

·Strong organizational, time management, communication and priority setting skills in order to meet deadlines

·Ability to multi-task and be flexible while maintaining a high degree of accuracy

·Ability to work independently but also a strong team player

·Excellent verbal and written skills

·Ability to clearly explain the financial services you can provide to potential clients

·Experience with NaviPlan/financial planning software an asset

·Ability to listen to and understand clients' financial goals

·Ability to think critically and evaluate all the data available to help clients meet their goals

·A drive and excitement to help people plan for the future

·Possess a commitment to professionalism

·Ability to build & foster relationships

If you’re dedicated to delivering excellent client service and this sounds like a good fit, we look forward to hearing from you.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

Please send cover letter and resume to the attention of Anna.