Join a agile team as an Associate Financial Advisor, working onsite in Schomberg to enhance agency success with a salary of $60,000 - $70,000 plus commissions. Specialize in client service, sales, and product recommendations.
The Associate Financial Advisor will proactively engage with clients, conducting needs analyses and upselling life, group, and wealth management products. This role is pivotal for developing marketing strategies and ensuring adherence to compliance regulations in financial services. Successful candidates will also focus on risk assessments and client satisfaction while driving agency growth.
Key Responsibilities:
• Maximize sales and profitability of insurance products
• Service and support the agency’s client portfolio




• Conduct detailed client reviews and evaluations
• Develop annual strategic marketing plans
• Address and resolve client concerns efficiently
Requirements:
• Two years of sales experience preferred
• Required Mutual Fund and Life Licenses
• General Insurance License may be necessary
• Strong knowledge of investment products
• Compliance with provincial licensing obligations
Leverage your skills in client interactions and sales to impact agency growth positively in this financial advisory role.
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📌 Financial Advisor Role with Mutual Fund Focus (King City)
🏢 Anna Raeli Insurance Agency
📍 King City