Proactively call and take calls from new and existing insurance and investment clients
Engage with individual insurance clients over the phone and through digital tools
Assess clients' financial needs and recommend appropriate insurance solutions
Help clients be 'retirement ready' using planning tools
Work closely with Branch Manager and support teams
Maintain registration and licensing in positive standing as an Insurance Advisor
Identify continuous improvement opportunities to enhance client experience
Requirements Bachelor degree or 2+ years of relevant experience
Valid sales and service experience (preferably in insurance)
Strong knowledge and passion of retail insurance products
Experience doing business over the phone
Robust knowledge and understanding of Insurance Industry and Compliance
Availability on a variable schedule Monday to Friday between 8am to 8pm
Excellent communication skills, both written and verbal
Strong relationship building skills
Solid problem solving skills
Adaptable and resourceful
A valid and active Life License (CIRO), or courses completed (LLQP certification)



allowing you to obtain the license immediately following the hire.
Core Competencies Demonstrates expertise in assessing financial needs and recommending insurance solutions while maintaining compliance and licensing as an Insurance Advisor. Strong communication and relationship-building skills are essential for engaging with clients and enhancing their experience.
Highest-signal resume keywords Bachelor Degree
Life License (CIRO)
Insurance Industry Knowledge
Sales and Service Experience
Communication Skills
ATS Optimization Keywords Hard Skills Insurance Solutions Assessment
Financial Needs Analysis
Client Engagement
Retirement Planning Tools
Compliance Understanding
Soft Skills Relationship Building
Problem Solving
Adaptability
Resourcefulness
Certifications & Qualifications LLQP Certification
Industry Keywords Retail Insurance Products
Insurance Advisor
Client Experience Enhancement
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📌 Mortgage Advisor Ontario
🏢 Jobtailor
📍 Ontario