Hybrid Bilingual Advisor – Wealth

Posted 3 weeks ago

Apply now

About the role

  • Proactively call and take calls from new and existing insurance and investment clients, with the goal of providing holistic advice
  • Engage with individual insurance and investment clients over the phone and through digital tools; with a focus of identifying needs and recommending solutions aligned with their goals
  • Assess clients’ financial needs and recommend an appropriate investment and/or insurance solution to meet those needs
  • Help clients be ‘retirement ready’ through the use of planning tools
  • Conduct investment risk assessments and provide solutions aligned with their investment profile
  • Work closely with Branch Manager and support teams to stay current on product and regulatory updates
  • Maintain registration and licensing in good standing as an MFDA Dealing representative and Insurance Advisor across all provinces and territories in Canada
  • Contribute to the team’s ongoing success by identifying continuous improvement opportunities to help improve the client experience, and products and services offered
  • Foster and participate in a work environment which values people, invites creativity, celebrates learning and accountability and encourages employee engagement

Requirements

  • Bachelor degree or 2+ years of relevant experience
  • Valid sales and service experience (preferably in insurance)
  • Strong knowledge and passion of retail insurance and investment products
  • Experience doing business over the phone
  • Strong knowledge and understanding of Mutual Fund Industry, Compliance and Dealer Operations practices
  • Availability on a variable schedule Monday to Friday between 8am to 8pm
  • Excellent communication skills, both written and verbal
  • Strong relationship building skills
  • Strong problem solving skills
  • Adaptable and resourceful
  • A valid and active Mutual Fund License (CIRO), or courses completed (IFIC or CSC certification)

Benefits

  • Medical, dental, life, and disability insurance
  • Employee matched pension plan
  • Stock purchase plan
  • 3 weeks paid vacation
  • Licensing fees covered

Job title

Bilingual Advisor – Wealth

Job type

Experience level

JuniorMid level

Salary

CA$60,000 - CA$62,000 per year

Degree requirement

Bachelor's Degree

Location requirements

Report this job

See something inaccurate? Let us know and we'll update the listing.

Report job