Associate Advisor
Core
Advise individuals and families on personalized insurance and investment solutions, including life, disability, critical illness, health/dental plans, segregated funds, annuities, and mutual funds.
Role type
Associate Advisor (Financial Planning & Insurance)
Builds
Client portfolio of insurance and investment products
Domain
Financial Services / Insurance
Deliverable
client delivery
Required skills
prospecting, client acquisition, sales target achievement, product knowledge (insurance/investments), lead generation, B2C sales, internal collaboration
Preferred skills
Mutual Fund License (IFIC/CSC), existing client network, post-secondary education in Business/Finance/Sales/Marketing
Technologies
N/A
Responsibilities
Advise on personalized insurance and investment solutions, prospect and network to generate new business, grow and maintain client portfolio, deliver trusted advice and exceptional client experiences, collaborate with internal specialists, travel for in-person client meetings
Seniority
Entry-level to Mid-level, individual contributor