Found Description
Associate Advisor – Winnipeg, MB
We are seeking an Associate Advisor to join our team in Winnipeg, MB. This role focuses on providing customized financial solutions to clients with an emphasis on individual insurance and investment products.
Responsibilities
- Advise and sell products such as life insurance, critical illness insurance, disability insurance, health and dental plans, segregated funds, and annuities.
- Opportunity to sell mutual funds for those with a valid license.
- Build and maintain long‑term client relationships while ensuring high levels of professional service.
- Support the company’s growth by helping clients achieve their financial and insurance goals.
- Maintain full compliance with licensing requirements to sell People Corporation’s products and services.
- Frequently travel within the region for in‑person client meetings.
Qualifications
- Minimum 2 years of experienc...