Join HYREON TALENT SOLUTIONS as an Associate Financial Advisor focusing on wealth management across Ontario. This chance is perfect for those looking to build a robust client portfolio.
As a full time, permanent Associate Financial Advisor based out of Burlington, you will need to leverage your existing client base to drive business growth. Your role involves providing comprehensive financial advice, managing life insurance products, and deepening client relationships creatively and proactively.
Key Responsibilities:
• Grow client business in insurance and investment products
• Deliver tailored life insurance solutions for client needs
• Expand wealth management business through mutual funds
• Proactively cultivate recent client relationships
• Conduct timely reviews and maintain client satisfaction
Requirements:
• Bachelor’s degree in a relevant field
• At least 4 years of experience in advisory roles
• Active Mutual Fund License (IFIC)
• Active Life Insurance License (LLQP)
• Proven track record in client acquisition
Embrace this chance to elevate your advisory skills and client engagement at HYREON TALENT SOLUTIONS.
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