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River City Recruiting and HR: Associate Financial Advisor

River City Recruiting and HR

This is a Contract position in Montreal, al posted January 29, 2021.

Job DescriptionThe Co-operators is looking for an Associate Finacial Advisor.Do you have a passion for providing financial advice?Are you looking for a stable salary with the opportunity to earn uncapped incentives?Our purpose and passion are helping our clients achieve their financial goals.

We believe in working as a team to apply our collective expertise so that our clients do not spend their time worrying about retirement, insurance, investments, or other financial worries.We are looking for a self-motivated and quick learner to fill our Associate Financial Advisor position.

If you have experience with life insurance, investment management, and client relationship management this role is a fit for you.To be successful, you will need to demonstrate competency in life insurance, investment, and planning practices, be a team player, and have a strong desire and ability to deepen your expertise.

In this role, you will help client clients solve their life insurance needs and investment needs.Total Compensation:With the base salary, incentives, and bonus the successful candidate’s total compensation will be approximately $125,000 a yearIn addition, your responsibilities will include the following and more: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 productsSupport development of the agency operating through the sales and profitable growth of life, group, and investment management products.Service and support the life, group, and investment management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and investment management products.Proactively complete client reviews focusing on life and wealth management products.Achieve individual goals for client service, sales, quality, and productivity and contribute to the achievement of overall agency sales and growth goals.Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.Support the agency team in their daily activities.Qualifications and Skills:Either a Life Insurance License or Mutual Fund License is requiredCFP or actively working towards a financial planning designation is preferredMeet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licensesA minimum of three (3) years experience with life insurance and investment adviseKnowledge of life insurance products and investmentsStrong skills in communication (verbal and written), organization, time management, client service experienceThe successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.Job Type: Full-timeAdditional pay:Bonus payCommission payBenefits:Casual dressCompany eventsDental careDisability insuranceExtended health careLife insuranceOn-site parkingPaid time offRRSP matchVision careSchedule:Monday to FridayExperience:Sales: 5 years (Required)Life Insurance or Investment: 3 years (Required)Education:Secondary School (Preferred)License:Mutual Fund License (Preferred)Life License Qualification Program (Required)Work remotely:Temporarily due to COVID-19Company DescriptionRiver City Recruiting & HR is a premier recruitment and human resources consulting firm that provides support, guidance, and partnership to organizations throughout their talent management needs.

We specialize in coaching your leadership team on recruitment and human resources best practices so that your organization is positioned to handle any situation that should arise; resulting in lower costs, less wasted time, and a happier team.

Business owners can trust our expertise to tackle a variety of projects; from strategic planningto process review.

We empower our clients with the tools they need to be successful, while providing support when they need it most.