As one of Canada’s leading MGAs, Financial Horizons helps over 6,500 independent advisors grow their businesses and achieve their vision of success.

Financial

Horizons has over 30 offices and more than 350 employees – all focused on amplifying their business with the right opportunities and solutions at the right time for them.

Canada

Life is a member of the Power Financial Corporation group of companies and serves the financial security needs of more than 13 million people across Canada, with additional operations in Europe and the United States.

The Financial Centre

Advisor provides service to clients requiring assistance related to their investment and insurance products. The successful candidate will be well-organized, self-motivated, service and sales-oriented, excels as a contributing team player and is passionate about delivering high level customer service to our clients. Maintain accurate and detailed records of client interactions in CRM system Provide advice and account / policy maintenance services using business planning processes 3-5 years’ experience in the financial industry, Canadian banking, insurance,



and/or financial advice channels with a specific emphasis on investment fund products and services ~3-5 years’ experience in a customer service related field will be considered for the right candidate ~ Strong knowledge of savings, investment and insurance products/services and financial planning concepts and an understanding of the regulatory climate ~ Bilingualism (French, English) is required to answer calls from French and English speaking customers across Canada ~ Valid mutual fund registration and/or life insurance license (LLQP) is required in any Canadian province ~ Strong ability to utilize professionalism and deliver high level customer service ~ Proven experience with Microsoft programs such as Word, Excel, PowerPoint, and Outlook ~ CRM experience is an asset ~ This represents base salary only and does not represent other variable compensation components of our total compensation (i.e. annual bonus, commission etc).

We are committed to providing an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of the communities in which we live, and to creating an setting where every employee has the opportunity to reach their potential.

📌 Bilingual Personal Banker (French and English) Full-Time (Toronto)
🏢 TechAlliance of Southwestern Ontario, London Economic Development
📍 Toronto