Our client is seeking an Financial Advisor to support the growth and development of a financial services practice through proactive client engagement, prospecting, sales, and portfolio management. This is an excellent opportunity for a relationship-focused financial services skilled who enjoys developing new business, providing thoughtful advice, and helping clients identify solutions that align with their financial needs and goals. Our client operates within the Canadian insurance and financial services sector, providing clients with a range of insurance, investment, and financial solutions.

The organization places a strong emphasis on client relationships, professional standards, compliance, and long-term portfolio growth. You are a proactive financial services professional who is comfortable building relationships, identifying new business opportunities, and conducting meaningful conversations about clients’ insurance and financial needs. You bring experience with investment and life products and are confident completing client reviews, needs analyses, and front-line risk assessments.

Proactively conduct client reviews focused on life insurance and wealth management needs Identify prospective clients within both personal and business markets Prospect and cross-sell across applicable lines of business by completing client needs analyses Complete front-line risk assessment and selection in accordance with underwriting guidelines Work toward individual client service, sales, quality,



and productivity goals while contributing to overall practice growth objectives Develop annual marketing plans outlining strategies and activities to support business development goals Respond to client questions and concerns, investigate issues, resolve complaints where appropriate, and escalation matters when required Maintain strict confidentiality regarding clients’ medical, financial, and personal information Life Insurance License Minimum 3 years of financial services industry experience, including investment and life product sales Financial planning designation completed or in progress, such as CFP, CLU, PFA, or a comparable designation Comfortable working in a technology-dependent environment, including proficiency with Microsoft Office Knowledge of insurance products and strong underwriting skills considered an asset Occasional travel may be required Some extended hours, including evenings and weekends, may be necessary The successful candidate will be subject to criminal record and consumer history background checks as a condition of employment DGA Careers has been proudly serving the Canadian insurance industry for over 30 years, specializing in providing insurance recruiting services to major insurers, insurance brokerage firms, and independent adjusting firms. With offices in Toronto, Vancouver, Montreal, Edmonton, and Calgary, DGA Careers is well-positioned to conduct searches with a national scope. Our unrivalled professional network across Canada provides us with the ability to reach key influencers and passive candidates nationally.

Job Type: Full-Time Underwriting - Life , Life Insurance , Sales , Life Agent

📌 Financial Services Representative- Full Time (Beaumont)
🏢 DGA Careers
📍 Beaumont