• Wealth Specialist/ Associate Financial Advisor Burlington
  • Altis Recruitment in Burlington, , Canada
  • jobs
  • 1 month ago

jobs description

We're looking for a dynamic and motivated Associate Financial Advisor/Wealth Specialist to join our client's team, driving the development of their agency operations. This permanent role comes with excellent benefits and promises an exciting opportunity for growth within a dynamic team environment.

Location: Burlington, ON (Fully on-site)

Roles and Responsibilities
• Assist in the development of agency operations through sales and profitable growth of life, group, and wealth management products.
• Conduct client reviews with a focus on life and wealth management products.
• Prospect and cross-sell all lines of business by completing thorough needs analyses for clients.
• Conduct front-line risk assessments and selections following underwriting guidelines.
• Complete home, commercial, and farm inspections as required.
• Achieve individual goals for client service, sales, quality, and productivity while contributing to the overall achievement of company goals.
• Support programs aimed... at building multi-client relationships.
• Respond to and investigate client questions and concerns, resolving client complaints, and escalating issues appropriately.

Qualifications and Skills
• Possession of a valid Mutual Funds License is a requirement.
• Minimum of 2 years of sales experience or related business or marketing experience preferred.
• Knowledge of insurance products and strong underwriting skills is an asset.
• Proficient in MS Office suite.
• Valid driver's license may be required.
• Strong communication skills.
• Proficiency in Arabic is an asset
Burlington ON


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