The Associate Advisor position is an entry to intermediate level job targeted at those who are interested in financial planning as a career. The role assists a senior advisor and slowly takes over the main financial planning duties. The main areas are learning, client support, and exposure to advisory functions.
Financial Horizons, acquired by Canada Life now, is a top Managing General Agency (MGA). It assists thousands of independent advisors all over Canada. They offer hundreds of thousands of people, through their partnership, reliable insurance, investing, and retirement alternatives.
Being part of Canada Life means getting involved in a diverse and human-centered firm which is co-operative in nature and points towards the direction of growth and teaching. Go on reading to know more about the entire role and the benefits that come with it.
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Employer Details
Company Name : Canada LIfe
Location : Canada, Toronto : ON : CA
Salary : $57,100 – $85,600 annually
Job Type : Permanent Full TIme
Start date : As soon as possible
Benefits : annual bonus, commission, progression in one’s career, learning new skills, cooperation, reliable organization, steady employment, fair chance, inclusive diverse workplace.
Job Description
- The role of Associate Advisor mainly concerns providing the means for a senior Advisor to perform all the financial planning and advisory activities that come with the job.
- Client appointment, follow-through, and ongoing personal account management are among the daily duties.
- Financial plans, illustrations, and paperwork are done and stored using planning tools.
- Investment and insurance products are assessed in relation to the client’s needs.
- The processes of compliance and admin requirements are attended to with precision and uniformity.
- The job usually observes the typical working hours in a cooperative office setting
Responsibilities
- Engage clients through face-to-face meetings and telephone conversations to provide them with outstanding service.
- Delivering financial advice, taking care of accounts/policies, and keeping an eye on portfolios are all part of the client service.
- Construct and modify financial plans through the use of financial planning software.
- Documentation accuracy and compliance with regulatory requirements are the responsibility of the financial advisor.
- Clients are informed about the different products, solutions, and services available to them.
- Teaming up with colleagues to reach objectives and backing up training programs are the main activities.
- Make use of technology to create a more pleasant experience for the clients
Requirements
- Graduation from a university or college with a degree in Business or a related discipline.
- Minimum 2 years of experience in the financial services industry.
- MFDA and LLQP licensed (or readiness to secure the missing license).
- Understanding of savings, investments, insurance and financial planning.
- Skilled at communication and analytics
Adaptable, goal-driven, and loving performance-based salary. - Possessing a professional certification (CFP, CIM, or equivalent) is an advantage
How to Apply ?
You can click on this link to know more about the role of Associate Advisor and apply at Canada Life.