JOB DESCRIPTION

As a Financial Advisor with us, you work with, and grow relationships with prospective and existing clients. You will provide your clients with proactive, professional advice and collaborate with our many partners and services to help clients with their goals and key life events.

Whether you are helping a client learn how to save, get out of debt or protect their family, you will have the pride of knowing you have provided valuable services that meet their current needs.

REQUIREMENTS

• Must have a valid Ontario Life Insurance License.
• FULL or PART-TIME positions available.

RESPONSIBILITES

• Communicate with clients to learn about their needs and help them achieve their goals.
• Provide professional advice and education about the many products that may help them with their specific situation.
• Collaborate with market-leading professionals in financial planning, retirement planning and management to ensure clients receive customized and targeted expert advice.
• Leverage our proprietary technology to deliver a great client experience resulting in a plan for the future by providing several options that often save them money and better protect them.
• Use our contact and relationship building strategies, and support helping new families and community.

LOCATIONS

Across Ontario Canada