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Financial advisor • vaughan on
Associate Financial Advisor
Co-operatorsRichmond Hill, ON, CA- Promoted
Insurance Advisor
Aleem Ravji Insurance and Financial ServicesVaughan, ON, CanadaFinancial Analyst
KPMGVaughan, Ontario, CanadaFinancial Representative
Primerica - Toronto, ONNorth York, ON, CAFinancial Advisor - Vaughan
0000050007 Royal Bank of Canada3300 HWY 7 : VAUGHANFinancial Advisor - Vaughan
Royal Bank of Canada>VAUGHAN, Canada- Promoted
Senior Financial Advisor- Internal Controls
Vaco by HighspringBayview Village, Ontario, CanadaFinancial Advisor - Vaughan Business Banking Centre
ScotiabankVaughan, ON, CASales Advisor
Randstad CanadaNorth York, Ontario, CA- Promoted
Financial Accountant
Danmare Group IncWoodbridge, ON, CanadaFinancial Controller
Robert HalfRichmond Hill, ON, CAFinancial Analyst
Modern NiagaraVaughan, Ontario, CanadaIntake Associate Financial Advisor
Canadian Imperial Bank of CommerceRichmond Hill, Ontario, CanadaFinancial Analyst
CB CanadaVaughan, Ontario, Canada- Promoted
SERVICE ADVISOR
MazdaRichmond Hill, ON, CanadaSenior Financial Advisor Kleinburg, Vaughan, ON
Scotiabank Global SiteVaughan, Ontario, CanadaSUN LIFE FINANCIAL ADVISOR
Sun LifeRichmond Hill, Ontario- Promoted
Financial Analyst
REV CapitalConcord, ON, CanadaFinancial Controller
The Byng GroupVaughan, Ontario, Canada, ON, CA- Kamloops, BC (from $ 62,305 to $ 500,000 year)
- Thompson, MB (from $ 62,305 to $ 500,000 year)
- Duncan, BC (from $ 149,484 to $ 500,000 year)
- Innisfil, ON (from $ 170,750 to $ 500,000 year)
- Gravenhurst, ON (from $ 148,156 to $ 412,571 year)
- Delta, BC (from $ 61,080 to $ 400,000 year)
- Kelowna, BC (from $ 124,323 to $ 262,500 year)
- Brandon, MB (from $ 130,412 to $ 225,000 year)
- Cambridge, ON (from $ 61,000 to $ 210,658 year)
- Maple Ridge, BC (from $ 59,618 to $ 204,108 year)
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Associate Financial Advisor
Co-operatorsRichmond Hill, ON, CA- Full-time
Company : CGIC
Department : COR Region
Employment Type : Regular Full-Time
Work Model : Office-Based
Language : This role operates in English.
Additional Information : This / these role(s) is / are currently vacant.
The Opportunity :
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 Distribution 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 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.
How you will create impact :
- 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.
To join our team :
How you will succeed :
What you need to know :
What’s in it for you?