Jobs
>
Timmins

    Associate Financial Advisor - Timmins, Canada - Timmins Economic Development Corporation

    Timmins Economic Development Corporation
    Timmins Economic Development Corporation Timmins, Canada

    2 weeks ago

    Default job background
    Description

    Summary: The Associate Financial Advisor plays a key role insupporting and developing agency operations through outbound prospecting,client contact and sales activities. This role may have an opportunity tospecialize in one or more product areas such as life, group and wealth. TheAssociate Financial Advisor will identify prospects in both personal and businessmarkets, determine needs and as a trusted Associate Advisor, make informedproduct recommendations. They may also be involved in the development andgrowth 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 thesales and profitable growth of life, group and wealth management products.


    • Service and support the life, group and wealth managementportfolio of the agency while adhering to compliance rules and regulations forthe sale of life insurance and wealth management products.


    • Proactively complete client reviews focusing on life andwealth management products.


    • Prospect and cross sell all lines of business bycompleting needs analysis for clients in accordance with the agency BusinessPlan.


    • Complete front-line risk assessment and selection,following underwriting guidelines.


    • Complete home, commercial and farm inspections asrequired.


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


    • Develop annual marketing plans outlining strategies andactivities 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 escalate issues appropriately.


    • Support the agency team in their daily activities.Supervisory Responsibilities:

    Working Conditions: Physical:
    • Regular office environmentwith some evening work required and some travel outside of the office. Mondayto Friday 9-5 but willing to work flexible hours if needed.

    Qualifications and Skills:


    • Life License is required. Training provided if you don't haveit.


    • General Insurance License required. Training provided if you don't have it.


    • Meet all provincial-licensing requirements in accordancewith continuing education to obtain and maintain all licenses.


    • A minimum of two (2) years sales experience or relatedbusiness or marketing experience is preferred


    • Knowledge of insurance products and strong underwritingskills is an asset.


    • Strong skills in communication (verbal and written),organization, time management, client service, decision making, problemsolving.


    • Candidate must be comfortable in a technology dependentenvironment including proficiency with Microsoft Office.


    • The successful candidate shall be subject to a CriminalRecord and Consumer History background check as a condition of employment.

    Performance of Core Functions:


    • Achievement of individual sales goals with a strong focuson consistent and proactive sales activity


    • Strong contribution to achievement of the agency goals


    • Contribution to achievement of multi-line client targets


    • Strong commitment to ongoing personal and professionaldevelopment


    • Level of customer satisfaction as measured through clientfeedback


    • Demonstration of client needs analysis through commitmentto use of financial security planning tools
    • Skill in evaluation andunderwriting of risks as measured by audits and adherence to underwritingguidelines


    • Attention to detail and accuracy of new businessapplications and paperwork as measured by audits and feedback


    • Work independently and effectively use and apply theresources available

    Impact on the Organization:


    • Contribution to profitable growth and positive retentionin the agency as measured by key indicator reports


    • Contribution to the quality of the agency portfolio and apositive loss ratio as measured by key indicator reports


    • Impact on organizations trust and reputation throughaccuracy and completeness of information reported and appropriate treatment ofconfidential information


    • Associate Life/Wealth Insurance Advisors are the face ofthe organization to our clients

    Impact on the Client:


    • Focus on relationship building with clients andeffectively communicates with clients to deliver on the service promise


    • Timely delivery of services and responses to clientinquiries - once and done approach Impact on

    Team/Staff Development:


    • Effectiveness of working relationships with peers, agentand district management team


    • Demonstrated leadership ability in building a strong teamenvironment


    • Contribution to the motivation and engagement of theagency team


    • Works cooperatively with others to accomplish objectives.


    • Achievement of targets set both team and individual


    • Ability and initiative to take on new and challengingassignments

    Receive a notification when this company posts a new job.

    Jobs from s. vermette insurance and financial ltd


    #J-18808-Ljbffr
  • Scotiabank

    Financial Advisor

    1 week ago

    Scotiabank Timmins, Canada

    Requisition ID: 197924 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About the role · What your role will be... · Financial Advisor · At Scotiabank we help employees build their futures – where they can be themselves, a ...

  • Scotiabank

    Financial Advisor

    1 day ago

    Scotiabank Timmins, Canada

    About the role · What your role will be... · Financial Advisor · At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning ...

  • Scotiabank

    Senior Financial Advisor

    1 week ago

    Scotiabank Timmins, Canada

    Requisition ID: 196477 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · About the role · What your role will be... · Senior Financial Advisor · At Scotiabank we help employees build their futures – where they can be themse ...

  • Scotiabank

    Senior Financial Advisor

    6 days ago

    Scotiabank Timmins, Canada

    Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Requisition ID: 196477Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. About the role What your role will be... Senior Financial Advisor ...

  • Scotiabank

    Senior Advisor financial planner

    6 days ago

    Scotiabank Timmins, ON, Canada

    Press Tab to Move to Skip to Content Link · Senior Financial Advisor · At Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, l ...

  • Westland Insurance Ltd.

    Trainee - Insurance Advisor

    2 weeks ago

    Westland Insurance Ltd. Timmins, Canada

    We're searching for a Trainee - Insurance Advisor. Are you searching for new possibilities? · Westland Insurance Group Ltd has an exciting opportunity for a Trainee - Insurance Advisor at our Timmons - ON location. Do you love to provide exceptional client service? If so, you wil ...

  • Westland Insurance Ltd.

    Insurance Advisor

    2 weeks ago

    Westland Insurance Ltd. Timmins, Canada

    We're searching for an Insurance Advisor (hybrid). Are you searching for new possibilities? · Westland Insurance Group is growing and has an exciting opportunity for an Insurance Advisor for our Timmins, ON office. Do you love to talk about insurance and provide exceptional clien ...

  • Royal Bank of Canada

    Banking Advisor

    3 weeks ago

    Royal Bank of Canada Timmins, Canada

    **Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...

  • MNP

    Manager, Assurance

    2 days ago

    MNP Timmins, Canada

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. · Make an impact with our Assurance & Accounting team as a Manager. This diverse team of profe ...

  • Royal Bank of Canada

    Client Advisor/banking Advisor: Timmins

    1 week ago

    Royal Bank of Canada Timmins, Canada

    **Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...

  • Scotiabank

    Banking Advisor Trainee

    1 day ago

    Scotiabank Timmins, Canada

    Requisition ID: 170956 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...

  • MNP

    Manager, Assurance

    2 days ago

    MNP Timmins, Canada

    Inspirational, innovative and entrepreneurial - this is how we describe our empowered teams. Combine your passion with purpose and join a culture that is thriving in the face of change. · Make an impact with our Assurance and Accounting team as a Manager, Indigenous Services. Thi ...

  • Royal Bank of Canada

    Banking Advisor

    1 week ago

    Royal Bank of Canada Timmins, Canada

    **Come Work with Us** · At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. · Whether you're helping clients find new opportunities, developing new tech ...

  • Co-operators

    Financial Services Professional

    4 days ago

    Co-operators Timmins, Canada

    As the Financial Service Representative you will focus on developing and deepening client relationships · by providing high quality sales and financial services advice. You will be responsible to adhere to · regulatory requirements and compliant sales practices and will drive s ...

  • RBC

    Commercial RIA

    3 weeks ago

    RBC Timmins, ON, Canada

    Starting date : 1 position to fill as soon as possible Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting y ...

  • Craig Keen Despatie Markell LLP

    Manager, Assurance

    3 weeks ago

    Craig Keen Despatie Markell LLP Timmins, ON, Canada

    If you are a job seeker with a disability and require a reasonable accommodation to apply for one of our jobs, you will find the contact information to request the appropriate accommodation by visiting the following page: · Make an impact with our Assurance and Accounting team a ...

  • RBC

    Investment advisor

    1 day ago

    RBC Timmins, Canada

    Job Summary · Job Description · Grow your business, your way with RBC · As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, ...

  • Royal Bank of Canada

    Investment Advisor

    3 weeks ago

    Royal Bank of Canada Timmins, ON, Canada

    Job Summary · Job Description · Grow your business, your way – with RBC · As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe you've dreamed of starting your own business, but haven't had the tr ...

  • RBC

    Commercial RIA

    15 hours ago

    RBC Timmins, ON, Canada

    As an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, and resources from a company like RBC. You have excellent peop ...

  • RBC

    Investment advisor

    3 weeks ago

    RBC Timmins, ON, Canada

    Starting date : 1 position to fill as soon as possible · Job SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of startin ...