Jobs search

Investment & Insurance Advisor

Self-employed • Toronto, Ontario, Canada • 23h ago

1 week ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Self-employed

Job Title: Investment \& Insurance Advisor

Job Description:

As an Investment \& Insurance Advisor, you will play a vital role in helping clients achieve their financial goals by providing tailored investment and insurance solutions. You will use your expertise to build relationships, identify needs, and guide clients towards informed decisions.

Key Responsibilities:

Provide personalized financial planning advice to clients, focusing on investment and insurance solutions.
Develop and maintain strong client relationships through excellent communication and trust-building.
Stay up-to-date with industry trends, regulations, and products to offer the most relevant solutions.
Collaborate with team members to meet business objectives and deliver exceptional client service.

Requirements:

Valid LLQP (Life License Qualification Program) and Mutual Funds License are preferred.
If not currently licensed, we offer comprehensive support and training to obtain these certifications. We also reimburse the cost of the licensing process upon successful completion and fulfillment of training requirements.
Strong interpersonal and communication skills to build and nurture client relationships.
Proven ability to meet targets and work effectively in a fast-paced environment.
A passion for helping clients secure their financial future.
Competitive salary and commission structure.
Licensing and training support with reimbursement upon successful completion.
A positive and collaborative work environment.

If you're looking to make a meaningful impact while advancing your career, we'd love to hear from you!

Seniority level