Associate Financial Advisor

Join a team dedicated to helping Canadians achieve lifetime financial security and live healthier lives. As an Associate Advisor, you will work closely with a senior advisor to identify client needs, recommend tailored insurance and investment solutions, and provide exceptional service throughout the client lifecycle. This role is ideal for a proactive professional looking to build a career in financial services within a supportive and inclusive environment.

Key Responsibilities

• Client Relationship Management: Conduct virtual or in-person meetings to assess financial goals and provide ongoing policy servicing.
• Business Development: Prospect and generate new leads through networking, referrals, and outreach activities.
• Financial Planning: Prepare and present customized solutions including life insurance, wealth strategies, and investment products.
• Team Collaboration: Partner with senior advisors on case strategies and client pl...