Join a dynamic team as a Mortgage Advisor focusing on client engagement and retirement planning tools. Leverage your insurance knowledge to assess financial needs and enhance client experiences.
This role involves proactive communication with new and existing clients via phone and digital tools. Your expertise as an Insurance Advisor will be essential in recommending tailored insurance solutions. Collaborate closely with the Branch Manager and support teams while maintaining your licensing and registration in positive standing.
Key Responsibilities:
• Engage proactively with insurance and investment clients
• Assess and recommend appropriate insurance solutions
• Help clients prepare for retirement with planning tools




• Collaborate with Branch Manager on client strategies
• Identify improvement opportunities for client experience
Requirements:
• Bachelor’s degree or 2+ years of relevant experience
• Valid Life License (CIRO) or courses completed
• Strong knowledge of retail insurance products
• Ability to work variable hours, Monday to Friday
• Excellent verbal and written communication skills
Bring your passion for insurance and client engagement to help clients achieve their financial goals.
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📌 Insurance Advisor for Retirement Planning (Toronto)
🏢 Jobtailor
📍 Toronto