Associate Financial Advisor (Winnipeg)

Associate Financial Advisor (Winnipeg)

17 Sep
|
Kelly
|
Winnipeg

17 Sep

Kelly

Winnipeg

Kelly Services is recruiting on behalf of our client for an Associate Financial Advisor to join a well‑established and growing financial services agency in Brantford. This is an excellent opportunity for an experienced financial services professional looking to grow their career with a supportive team, an established client base, and robust earning potential.

What You’ll Do

Support development of the agency operation through the sales and profitable growth of life and wealth management products

Service and support the life and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products

Proactively complete client reviews focusing on life and wealth management products

Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan

Complete front line risk assessment and selection, following underwriting guidelines

Achieve individual goals for client service, sales, quality and productivity, and contribute to the achievement of overall agency sales and growth goals

Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility

Support programs to build multi-client relationships

Respond to and investigate client questions and concerns, resolve client complaints and elevate issues appropriately

Support the agency team in their daily activities

What We’re Looking For

3‑5 years experience in financial services, including banking, wealth management, life insurance, financial planning, or general insurance

LLQP (Life License)



or Mutual Fund License required (or actively working toward completion)

Strong relationship‑building, communication, and client service skills

Comfortable using Microsoft Office and working in a technology‑driven environment

Valid driver’s license and the ability to successfully complete a Criminal Record and Consumer History background check

Compensation & Benefits

Base Salary: $65,000 annually plus commissions and bonuses on production

Comprehensive benefits package

Ongoing training, professional development, and licensing support

Opportunity to work with an established client base while continuing to grow your own business

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.

Kelly is committed to providing a workplace environment that is inclusive and respects the dignity of those in our workforce. Consistent with that commitment, Kelly will ensure that persons who are otherwise able to work are not unfairly excluded from doing so based upon any grounds protected by applicable human rights legislation, and will make all reasonable efforts to accommodate the needs of applicants and employees in all employment processes including but not limited to, hiring, advancement, discharge, compensation, or training.

Kelly may use AI‑powered tools during the recruitment and hiring process. For full details, including how Kelly uses AI, your rights, and how to request a reasonable accommodation, visit the Recruitment Artificial Intelligence Notice.

📌 Associate Financial Advisor (Winnipeg)
🏢 Kelly
📍 Winnipeg

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