Job Description
Elevate your career as an Associate Financial Advisor in Ottawa with a focus on life, group, and wealth management products. This hybrid role emphasizes client engagement and proactive sales activities.
As an Associate Financial Advisor, you will be integral to the agency’s operations, emphasizing outbound prospecting and client relations. You will appeal to prospects in personal and business markets, tailor product recommendations, and help grow both personal and specialty lines portfolios. Your position allows for specialization in various product areas, directly influencing agency sales.
Key Responsibilities:
• Support agency growth through life and wealth management sales
• Conduct thorough client reviews on financial products
• Prospect and cross-sell across all lines of business
• Complete client risk assessments following guidelines
• Develop a strategic annual marketing plan for targets
Requirements:
• Mutual funds and life licenses are required
• ...
As an Associate Financial Advisor, you will be integral to the agency’s operations, emphasizing outbound prospecting and client relations. You will appeal to prospects in personal and business markets, tailor product recommendations, and help grow both personal and specialty lines portfolios. Your position allows for specialization in various product areas, directly influencing agency sales.
Key Responsibilities:
• Support agency growth through life and wealth management sales
• Conduct thorough client reviews on financial products
• Prospect and cross-sell across all lines of business
• Complete client risk assessments following guidelines
• Develop a strategic annual marketing plan for targets
Requirements:
• Mutual funds and life licenses are required
• ...
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