Dynamic Associate Financial Advisor Position
R
Royal-City-Recruitment-Inc
📍 schomberg, on, Canada
Job Description
Join the agency as an Associate Financial Advisor, where you will drive client engagement and sales in life, group, and wealth management products. This in-office position emphasizes proactive outreach.
As an Associate Financial Advisor, your primary responsibilities will include outbound prospecting, client advocacy, and supporting the sales of various financial products. You will work closely with clients to assess their needs and provide informed product guidance, ensuring adherence to regulatory standards and agency priorities. Your role contributes directly to the agency's overall profitability and growth.
Key Responsibilities:
• Execute proactive and thorough client reviews
• Manage life and wealth portfolio sales effectively
• Perform needs analyses to enhance client offerings
• Oversee risk assessment and selection duties
• Plan marketing strategies to achieve sales goals
Requirements:
• Must hold a Mutu...
As an Associate Financial Advisor, your primary responsibilities will include outbound prospecting, client advocacy, and supporting the sales of various financial products. You will work closely with clients to assess their needs and provide informed product guidance, ensuring adherence to regulatory standards and agency priorities. Your role contributes directly to the agency's overall profitability and growth.
Key Responsibilities:
• Execute proactive and thorough client reviews
• Manage life and wealth portfolio sales effectively
• Perform needs analyses to enhance client offerings
• Oversee risk assessment and selection duties
• Plan marketing strategies to achieve sales goals
Requirements:
• Must hold a Mutu...