Financial advisor Jobs in Vaughan on
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Student Financial Services Advisor (Bilingual)
York UniversityGlendon , Ontario, CanadaAssociate Financial Advisor in Richmond Hill
Co-operatorsRichmond Hill, ON, CA- Full-time
Company : CGIC
Department : Retail Sales
Employment Type : Regular Full-Time
Work Model : Office Based
Language : Bilingualism in English, Mandarin and, Cantonese is required.
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.
How you will succeed :
To join our team :
What you need to know :
What’s in it for you?