Financial Services Representative- Wealth Advisor
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice with a heavy focus on our Wealth & Life products. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments through outbound prospecting and new client acquisitions.
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
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.
To join our team:
• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and Mutual Funds License.
• 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).
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• 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.
Financial Services Representative - Wealth Advisor • Georgetown, Ontario, Canada
A credit union serving healthcare and municipal sectors seeks an Investment Fund Representative to develop member relationships and provide mutual fund advice.This role emphasizes community engagem...Show more
Bilingual Claims and Customer Service Specialist (French and English required).Our client is a well-established Canadian business with a strong reputation for reliability and thoughtful customer ca...Show more
A leading credit union in Ontario is seeking a Financial Services Associate to provide exceptional member experiences.The role involves understanding financial needs, offering credit and investment...Show more
A well-established and growing wealth management practice is seeking a.Associate Advisor – Asset & Wealth Management.This opportunity is ideal for a driven, client-centric advisor who combines tech...Show more
Superprof is Canada's #1 tutoring platform, and we're actively recruiting passionate tutors! Whether you're a student, a professional, or simply someone who loves teaching, join the largest communi...Show more
Assist in shaping employability-focused certification standards through high-level advisory insights.Collaborate remotely to bridge the gap between education and industry needs, ensuring certificat...Show more
The Queenston Automotive Group is a leading name in the automotive industry, known for our commitment to excellence and customer satisfaction.From modest beginnings, we’ve grown into a thriving ent...Show more
Join easyfinancial, the consumer lending driver behind goeasy’s rapid growth.We’ve earned prestigious accolades including being named one of.Canada’s Top Growing Companies.TIME Magazine’s 2025 list...Show more
Top-tier health and wellness benefits, including comprehensive benefits packages and a Health Spending Account.Enhanced mental health benefits through SunLife and TELUS Health.Up to $1000 per year ...Show more
A leading financial institution is seeking a Financial Advisor in Orangeville.The role involves providing exceptional customer service, building strong relationships, and achieving sales targets.Ca...Show more
Join easyfinancial, the consumer lending driver behind.We’ve earned prestigious accolades including being named one of.Canada’s Top Growing Companies.TIME Magazine’s 2025 list of Canada’s Best Comp...Show more
Build strong relationships by welcoming and engaging customers in person, over the phone, and by email.Demonstrate compassion and empathy for our customers by understanding their situations and nee...Show more
A leading wealth management firm is seeking an Administrative Associate in Hamilton, Ontario.You will support Wealth Advisors by managing client administration and ensuring high levels of service.K...Show more
Become a Client-Focused Banking Advisor and provide top-notch service to customers.Understand their needs and offer personalized solutions that enhance their banking experience.This role is centere...Show more
TD Canada Trust, you will build and maintain customer relationships, providing financial planning advice and promoting products that meet customers' needs.Play a key role in advising customers of h...Show more
Become a Career Development Advisor and lead the charge for inclusive employment opportunities.Your focus will be on connecting individuals with intellectual disabilities to meaningful job placemen...Show more
A leading investment firm in Ontario is looking for an Investment Advisor to help clients achieve their financial goals while growing their own business.This position requires strong relationship m...Show more
PeopleSoft FSCM Functional Consultant.Top skills required for this role:.General Ledger, Project Costing, Cash Management, Accounts Payable, Fixed Assets (Asset Management), eSettlements, eSupplier...Show more
