Elevate your career as a Full time Associate Financial Advisor at Mark McMillan Insurance & Financial Services. In this in-office role, you'll drive agency success through client engagement and sales activities.
This position at Mark McMillan Insurance offers the chance to excel in managing client portfolios while adhering to regulatory standards. You'll support life, group, and wealth management products and focus on proactive client reviews. Your expertise in product recommendations will foster meaningful relationships with both business and individual clients.
Key Responsibilities:
• Support agency growth through sales of financial products
• Handle client inquiries and resolve complaints effectively
• Conduct needs analysis and cross-sell across business lines




• Develop annual marketing strategies for product areas
• Maintain compliance with regulatory guidelines on sales
Requirements:
• Minimum of two years sales or marketing experience
• Life license (LLQP) and/or mutual funds license preferred
• Knowledge of insurance products and underwriting skills
• Must fulfill provincial licensing requirements
• Valid driver's license and insurance needed
Drive financial success and client satisfaction while benefiting from ongoing training and support.
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📌 Full Time Associate Financial Advisor (Cambridge)
🏢 Royal City Recruitment
📍 Cambridge