Associate Financial Advisor
About the Opportunity:
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. This role may have an opportunity to specialize in one or more product areas such as life, group, and wealth however will have a primary focus on Mutual Funds.
How you will create impact:
Licencing Requirments:
Performance of Core Functions:
Impact on the Organization:
What you need to know:
Associate Financial Advisor • Bradford, Ontario, Canada
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