Join the agency as an Associate Financial Advisor, where you will drive client engagement and sales in life, group, and wealth management products. This in-office position emphasizes proactive outreach. As an Associate Financial Advisor, your primary responsibilities will include outbound prospecting, client advocacy, and supporting the sales of various financial products.

You will work closely with clients to assess their needs and provide informed product guidance, ensuring adherence to regulatory standards and agency priorities.

Your role contributes directly to the agency's overall profitability and growth. Key Responsibilities:
Execute proactive and thorough client reviews
Manage life and wealth portfolio sales effectively




Perform needs analyses to enhance client offerings
Oversee risk assessment and selection duties
Plan marketing strategies to achieve sales goals Requirements:
Must hold a Mutual Fund and Life License
At least two years of sales experience is required
Deep understanding of investment and insurance products
Continuous career development commitment
Detail-oriented approach to documentation accuracy Contribute to agency success through strategic client engagement as an Associate Financial Advisor.

📌 Dynamic Associate Financial Advisor Position Montreal (Canada)
🏢 Royal City Recruitment
📍 Canada