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Kelly
Associate Financial AdvisorKelly • Brantford, Ontario, CA
Associate Financial Advisor

Associate Financial Advisor

Kelly • Brantford, Ontario, CA
Il y a 4 jours
Salaire
65 000,00 $CA par an
Type de contrat
  • Permanent
Description de poste

Kelly Services is recruiting on behalf of our client for an Associate Financial Advisor to join a well-established and growing financial services agency in Brantford. This is an excellent opportunity for an experienced financial services professional looking to grow their career with a supportive team, an established client base, and strong earning potential.

What You'll Do:

  • Support development of the agency operation through the sales and profitable growth of life and wealth management products
  • Service and support the life 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
  • 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, resolve client complaints and escalate issues appropriately
  • Support the agency team in their daily activities

What We're Looking For:

  • 3-5 years experience in financial services, including banking, wealth management, life insurance, financial planning, or general insurance
  • LLQP (Life License) or Mutual Fund License required (or actively working toward completion)
  • Strong relationship-building, communication, and client service skills
  • Comfortable using Microsoft Office and working in a technology-driven environment
  • Valid driver's license and the ability to successfully complete a Criminal Record and Consumer History background check

Compensation & Benefits:

  • Base Salary: $65,000 annually plus commissions and bonuses on production
  • Comprehensive benefits package
  • Ongoing training, professional development, and licensing support
  • Opportunity to work with an established client base while continuing to grow your own business

Why Kelly?

As a worker today, it’s up to you to take charge of your career and look for opportunities to learn, grow and achieve your potential. Helping you find what’s next is what we’re all about. We know what’s going on in the evolving world of work—just ask the nearly 500,000 people we employ each year. Connecting with us means getting the support, guidance and opportunities needed to take your career where you may have never imagined.

About Kelly

At Kelly, we’re always thinking about what’s next and advising job seekers on new ways of working to reach their full potential. In fact, we’re a leading advocate for temporary/non-traditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best and our employment opportunities span a wide variety of workstyles, skill levels and industries around the world

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.



As part of our promise to talent, Kelly supports those who work with us through a variety of benefits, perks, and work-related resources. Kelly offers eligible employees voluntary benefit plans including medical, dental, vision, telemedicine, term life, whole life, accident insurance, critical illness, a legal plan, and short-term disability. As a Kelly employee, you will have access to a retirement savings plan, service bonus and holiday pay plans (earn up to eight paid holidays per benefit year), and a transit spending account. In addition, employees are entitled to earn paid sick leave under the applicable state or local plan. Click here for more information on benefits and perks that may be available to you as a member of the Kelly Talent Community.

Get a complete career fit with Kelly®.

You’re looking to keep your career moving onward and upward, and we’re here to help you do just that. Our staffing experts connect you with top companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in your career.

About Kelly

Work changes everything. And at Kelly, we’re obsessed with where it can take you. To us, it’s about more than simply accepting your next job opportunity. It’s the fuel that powers every next step of your life. It’s the ripple effect that changes and improves everything for your family, your community, and the world. Which is why, here at Kelly, we are dedicated to providing you with limitless opportunities to enrich your life—just ask the 300,000 people we employ each year.

Kelly is committed to providing a workplace environment that is inclusive and respects the dignity of those in our workforce. Consistent with that commitment, Kelly will ensure that persons who are otherwise able to work are not unfairly excluded from doing so based upon any grounds protected by applicable human rights legislation, and will make all reasonable efforts to accommodate the needs of applicants and employees in all employment processes including but not limited to, hiring, advancement, discharge, compensation, or training.

Kelly may use AI-powered tools during the recruitment and hiring process. For full details, including how Kelly uses AI, your rights, and how to request a reasonable accommodation, visit the Recruitment Artificial Intelligence Notice.
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Associate Financial Advisor • Brantford, Ontario, CA

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