Found Description
Pay: CA$56,000.00 - CA$90,000.00 per year
Job description for Associate Financial advisor in Ottawa.
Summary:
The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.
Roles and responsibilities:
- Support development of the agency operation through the sales and profitable growth of life , group and wealth management products.
- Service and support t...