DescriptionThe OpportunityOur 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. The role has a strong focus on wealth management, while also supporting life and group products and identifying opportunities to deepen client relationships across multiple lines of business.This is an excellent opportunity for a relationship-focused financial services professional who enjoys developing new business, providing thoughtful advice, and helping clients identify solutions that align with their financial needs and goals.The EmployerOur 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.About YouYou are a proactive financial services skilled 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.You are organized, client-focused, and able to balance sales activity with strong service and compliance standards. You communicate clearly, work effectively in a technology-dependent environment, and enjoy contributing to the overall success of a team.Key ResponsibilitiesSupport the development and profitable growth of life, group, and wealth management business, with a particular focus on wealth managementService and support the existing life, group,



and wealth management portfolio while adhering to applicable compliance requirementsProactively conduct client reviews focused on life insurance and wealth management needsIdentify prospective clients within both personal and business marketsProspect and cross-sell across applicable lines of business by completing client needs analysesMake informed product recommendations based on identified client needsComplete front-line risk assessment and selection in accordance with underwriting guidelinesWork toward individual client service, sales, quality, and productivity goals while contributing to overall practice growth objectivesDevelop annual marketing plans outlining strategies and activities to support business development goalsSupport initiatives designed to deepen and expand multi-product client relationshipsRespond to client questions and concerns, investigate issues, resolve complaints where appropriate, and escalation matters when requiredSupport other members of the team with day-to-day activitiesMaintain strict confidentiality regarding clients' medical, financial, and personal informationNecessary Qualifications IncludeLife Insurance LicenseMutual Fund LicenseMinimum 3 years of financial services industry experience, including investment and life product salesFinancial planning designation completed or in progress, such as CFP, CLU, PFA,



or a comparable designationAbility to meet and maintain applicable provincial licensing and continuing education requirementsStrong verbal and written communication skillsStrong organizational and time management capabilitiesDemonstrated client service, decision-making, and problem-solving skillsComfortable working in a technology-dependent environment, including proficiency with Microsoft OfficeKnowledge of insurance products and strong underwriting skills considered an assetAdditional general insurance licensing may be required depending on the product focus of the positionWhat to ExpectOccasional travel may be requiredAccess to a vehicle, a valid driver's license, and appropriate insurance may be requiredSome extended hours, including evenings and weekends, may be necessaryA high degree of discretion and confidentiality is required when handling client informationThe successful candidate will be subject to criminal record and consumer history background checks as a condition of employmentAbout UsDGA 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.InformationJob Type: Full-TimeEducation: CFP, CLU, LLQP, Life LicenseExpertise: Underwriting - Life, Life Insurance, Sales, Life AgentMinimum experience required: 3 to 4 YearsSalary (annually): from $70,000 to $120,000

📌 Financial Advisor - 209 - Iw-209 (Leduc)
🏢 DGA Careers
📍 Leduc