Associate Financial Advisor
$54,517–$90,861 year
On-site · Kanata, Ontario, Canada
Job Summary
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact, and sales activities. Responsibilities include servicing and supporting the life, group, and wealth management portfolio while adhering to compliance regulations, conducting needs analyses, and completing risk assessments. A minimum of two years sales experience or related field is preferred, along with necessary licenses. The position requires strong communication skills and the ability to build trusted relationships. Occasional travel and extended work hours during peak periods may be necessary.
Required Qualifications
- Life License
- General or other Insurance License(s) may be required depending on the specialty focus
- Meeting provincial-licensing requirements including continuing education
Desired Qualifications
- Knowledge of insurance products
- Strong underwriting skills
Additional Requirements
- Criminal Record and Consumer History background check as a condition of employment
- Valid driver’s license and insurance required
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.