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Associate Financial Advisor

Ottawa, Ontario
Looking for your next opportunity?! Our Client is currently looking for an Associate Financial Advisor to join their team in Ottawa! If you are looking for a new challenge, professional growth and fulfil the following qualifications, this is a role for you!  

  • Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
  • Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
  • Proactively complete client reviews focusing on life and wealth management products.
  • Prospect and cross-sell all lines of business by completing needs analysis for clients in accordance with the agency's Business Plan.
  • Complete front-line risk assessment and selection, following underwriting guidelines.
  • Complete home, commercial and farm inspections as required.
  • Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
  • Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
  • Support programs to build multi-client relationships.
  • Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
  • Support the agency team in their daily activities.
  • Life License is required.
  • General or other Insurance License(s) may be required depending on the specialty focus of the role.
  • Meet all provincial-licensing requirements in accordance with continuing education to obtain and maintain all licenses.
  • A minimum of two (2) years of sales experience or related business or marketing experience is preferred
  • Knowledge of insurance products and strong underwriting skills is an asset.
  • Strong skills in communication (verbal and written), organization, time management, client service, decision making, and problem-solving.
  • Candidate must be comfortable in a technology dependent environment including
  • proficiency with Microsoft Office.
  • A valid drivers license may be required.
  • The successful candidate shall be subject to a Criminal Record and Consumer History background check as a condition of employment.
DURATION: Permanent  

NewFound Recruiting is a Canadian professional services company, headquartered in Ottawa, Ontario and is one of Canada’s leaders in Professional Staffing and Recruiting.  Currently, NewFound Recruiting is servicing clients across Canada, having established relationships in Ontario (Toronto and Ottawa), Alberta, British Columbia, Quebec, and Newfoundland.  By applying innovative techniques, we match the right candidate with the right position.  Our 20 years of industry experience assures you that we will provide the right answers to your difficult questions.

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