Financial Advisor

Are you looking for a supportive, collaborative workplace with great teams and inspiring leaders? You’ve come to the right place. We’re looking for ambitious people who share our values and want to make every day better for people in Canada. If this sounds like you, we’d love to hear from you.

Responsibilities

Responsible for handling inbound calls and initiating warm outbound prospect sales calls
Providing advice, needs-analysis, and completing sales applications
Accurately recording prospect feedback in an online system
Meeting sales and quality measures on a monthly, quarterly, and annual basis
Regularly communicating with prospects and clients both orally and in writing
Learning the client’s needs through a thorough conversation
Providing and implementing a holistic plan which may include insurance, investment opportunities, tax-efficient strategies, financing, and more

Qualifications

Harmonized LLQP certification is required
Investment Funds in Canada (IFC) or Canadian Securities Course (CSC)
Experience in a telephone and/or sales role is an asset
Post-secondary degree is an asset; however, equivalent business experience is strongly considered
Proven ability to self manage in a fast-paced and performance-driven environment
A passion for helping others and providing consultative customer advice and service
Excellent communication skills, both written and verbal
High level of ownership, accountability, and the ability to work with a sense of urgency
Commitment to ongoing service, process, and efficiency improvements
Comfortable managing client escalations and able to problem-solve creatively
Have the ability to embrace and drive change, work with a sense of urgency, and have the capability to build positive and lasting relationships with clients

Apply now

We’re looking for ambitious people who share our values and want to make every day better for people in Canada. If this sounds like you, and the career below sounds exciting, we’d like to hear from you.