Elevate your career with Kelly Services as an Associate Financial Advisor in Brantford. This role supports a growing financial services agency's sales and client management in life and wealth products.
The position is ideal for experienced professionals in financial services looking to enhance their skills with a supportive team. Key responsibilities include servicing a portfolio of clients, conducting compliance-focused client reviews, and achieving individual and agency sales goals. Your expertise in financial planning and relationship management will be instrumental in driving agency growth.
Key Responsibilities:
• Support agency growth through life and wealth product sales
• Conduct client reviews focusing on portfolio management




• Cross-sell various financial services to existing clients
• Perform risk assessment and selection based on guidelines
• Resolve client inquiries and complaints promptly
Requirements:
• 3-5 years experience in financial services
• LLQP or Mutual Fund License required
• Solid communication and relationship-building skills
• Proficient in Microsoft Office
• Valid driver’s license and background check
Utilize your financial services expertise to thrive as an Associate Financial Advisor with Kelly Services.
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📌 Associate Financial Advisor in Brantford
🏢 Kelly Services
📍 Brantford