Financial Services Representative - Wealth Advisor

Job Description

Job Description

Job Description

Financial Services Representative- Wealth Advisor

As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice with a heavy focus on our Wealth & Life products. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments through outbound prospecting and new client acquisitions.

• Compensation: 60,000 - $75,000+ commissions.
• Vacation
• Benefits

What you’re responsible for:

• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.

• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.

• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.

• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.

• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.

To be successful:

• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.

• You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.

• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.

To join our team:

• You have three years of experience in the financial services industry, including experience in investment and life product sales.

• You have a post-secondary education in a related discipline.

• You hold a Life License and Mutual Funds License.

• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).

What to expect:

• You are required to have your own vehicle, valid driver’s license, and insurance.

• You will travel regularly.

• Extended work hours, including evenings and weekends will be required.

• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.

• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.