Elevate agency operations as an Associate Financial Advisor specializing in Mutual Funds. This full time role emphasizes sales growth and client relations within life, group, and wealth management.
The Associate Financial Advisor is essential for developing agency operations through strategic outbound prospecting and client interaction. Focusing primarily on Mutual Funds, you'll identify needs across personal and business markets, supporting clients' financial goals. Your contributions will drive the profitable growth of the portfolio, guiding clients with informed product recommendations.
Key Responsibilities:
• Drive sales of life, group, and wealth management products
• Conduct proactive client reviews for financial planning




• Analyze needs and cross-sell various product lines
• Complete risk assessments and follow underwriting guidelines
• Respond to client inquiries and resolve complaints
Requirements:
• Minimum two years of sales experience
• Required Mutual Fund and Life Licenses
• Knowledge of insurance and investment products
• Meet all provincial licensing continuing education
• Robust focus on personal and career development
Combine your sales expertise with financial knowledge to help grow the agency's portfolio.
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📌 Associate Financial Advisor Mutual Funds Focus Newmarket (Canada)
🏢 Royal Bank of Canada
📍 Canada