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Last updated: 3 hours ago

Associate Financial Advisor - Mutual Fund Investment Specialist

Royal City RecruitmentWaterloo Region, Ontario, Canada
Full-time

Mutual Fund Investment Specialist.This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth with a primary focus on Mutual Funds.The Associate Fin...Show more

Hollister Co. - Store Manager, Fairview Park

Hollister Co. StoresKitchener, Ontario, Canada
Full-time +1

Responsible for staffing, training, developing, and retaining both part-time and full-time staff, including career development for management.Accountable for all store operations, including hours m...Show more

Warehouse Associate

WestburneKitchener, ON, CA
Full-time

Rexel is a world leader in the electrical distribution market, operating in 18 Countries and leveraging a network of 1950 branches and 27000 employees.We provide innovative electrical solutions and...Show more

Sales Associate

PET VALUKitchener, Ontario, Canada
Part-time

The Pet Valu family of stores includes Pet Valu, Paulmac's Pet Food, Bosley's, Tisol and Total Pet and together we are one of the largest retail operations in North America dedicated to providing f...Show more

Tool Rental Associate Part Time - KITCHENER

The Home Depot CanadaKitchener, ON, CA
Part-time

Are you someone who thrives on helping others succeed, enjoys making an impact, and takes pride in guiding customers to the right solutions for their projects? If you’re also naturally curious and ...Show more

Urgent Care Veterinarian

MHMIKitchener, Ontario, Canada
Part-time

Urgent Care Associate Veterinarian - Stoney Creek.We are now seeking experienced Veterinarians to join our 24-hour urgent care hospital.We are offering both full and part time hours to that candida...Show more

Retail Store Associate

Savers / Value VillageWaterloo, ON, CA
Full-time +1

Job Title: Retail Store Associate.Applications are accepted on an ongoing basis to fill new positions and openings as they become available.As one of the largest for-profit thrift operators in the ...Show more

Personal Banking Associate Trainee

The Toronto-Dominion Bank (Canada)Kitchener, Ontario
Full-time

Can you establish, build, and maintain impactful relationships with our customers? Do you love working with customers and helping them with their financial needs? We are seeking a Personal Banking ...Show more

Associate Software Technical Analyst

Company 1 - The Manufacturers Life Insurance CompanyWaterloo, Ontario
Full-time

Manulife Financial is a global financial services organization operating across Asia, Canada, and the United States.For more than 150 years, we’ve supported customers with trusted advice and innova...Show more

Warehouse associate

Randstad CanadaKitchener, Ontario, CA
Temporary
Quick Apply

Do you consider yourself to be an organized, and upbeat individual who thrives working in a fast-paced environment?.Do you have picking experience and want the opportunity to work with a reputable ...Show more

Part-Time Stock Associate - Browns Conestoga Mall

Browns ShoesWaterloo, Ontario, CA
Part-time
Quick Apply

All of our store managers, district managers and sales directors started out on the floor at our stores and worked their way up through the company, so they understand the needs of their front-line...Show more

Retail Sales Associate, Full Time - Conestoga Mall

200 Old Navy, LLC6794 ON Conestoga Mall
Full-time

As a FT Brand Associate, you’re an integral part of our team and bring our brand to life for our customers.You’re responsible for engaging and connecting with our customers by providing excellent c...Show more

Load Planner (Supply Chain/Logistics)

PenskeKitchener, ON, CA
Full-time

Penske Logistics is looking for a Load Planner at our location to become part of an excellent team.This is a great opportunity for an individual who is self-motivated, has strong analytical and com...Show more

 • New!

Sales Associate

StructubeWaterloo, Ontario, Canada
Full-time

What your day to day will look like:.Advise customers by promoting our furniture and accessories;.Ensure after-sales follow-up in order to track deliveries and answer customer questions;.Participat...Show more

Remote Customer Service Associate - $21.50 / hour

Tim's FinancialWaterloo, Ontario
Remote
Full-time

Our Customer Experience team is a group of top performers who work in a highly collaborative setting to ensure advancement of our systems and delivery of the highest quality experience.Think of it ...Show more

Associate Software Technical Analyst

ManulifeWaterloo, Ontario
Full-time

Manulife Financial is a global financial services organization operating across Asia, Canada, and the United States.For more than 150 years, we’ve supported customers with trusted advice and innova...Show more

Portfolio Manager - Associate Portfolio Manager - Wealth Manager - SJF - Waterloo

ScotiabankWaterloo, ON, CA
Full-time

Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture.Scotia Jarislowsky Fraser (SJF) is expanding and hiring across multiple roles supporting our To...Show more

Sales Associate

Rogers CommunicationsKitchener, ON, CA
Full-time +2

Our branded retail team is at the heart of our success.We represent the welcoming spirit of our company.Our retail teams are outgoing and approachable individuals who understand how our products an...Show more

Retail Associate - Conestoga

AritziaWaterloo, ON , CanadaConestoga
Part-time

SAs a Boutique Associate, you will: .Support the Service Counter team to enable efficient and elevated experiences.Support the Atelier team to enable Everyday Luxury experiences.Curate our merchand...Show more

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Associate Financial Advisor - Mutual Fund Investment Specialist

Associate Financial Advisor - Mutual Fund Investment Specialist

Royal City RecruitmentWaterloo Region, Ontario, Canada
12 days ago
Job type
  • Full-time
Job description

Title: Associate Financial Advisor- Mutual Fund Investment Specialist

Employment type: Full Time

Work Model: Hybrid

Salary Range: $75,000- $85,000 + 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 with a primary focus on Mutual Funds.

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.

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:

  • You hold an active Mutual Fund Licence.
  • 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
  • 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.
  • Successful completion of a post-secondary degree or diploma issued by an accredited college or university.

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