Financial Advisor - Cambridge, Canada - Cowan Insurance Group

Cowan Insurance Group

Verified Company

Cambridge, Canada

1 week ago

Posted by:

Sophia Lee

beBee Recruiter

Description

You're
innovative and entrepreneurial — retaining and growing a financial advisory practice, with an unbiased approach to products and solutions, motivates you.

You're a
relationship builder — striking a meaningful conversation with a client, industry partner or colleague excites you.

You're a
problem solver - offering unique, holistic financial planning solutions to meet your clients' complex needs thrills you.

If you're nodding, this
Financial Advisor role in the
Wealth Management team at Cowan Financial Solutions may be perfect for you

What's the ask?

Reporting to the Director, Wealth Management, you will be an integral member of our wealth management team responsible for deepening and broadening new and existing client relationships from an assigned block of business, in collaboration with associates in wealth management and other lines of businesses.

Key responsibilities:

Develop and build relationships with existing and new clients as well as internal and external referral sources and centersofinfluence.
Develop an understanding of each client's needs using a holistic planning approach to identify, recommend and implement the most suitable financial solutions.
Proactively sourcing new business, managing clients, and ultimately growing a solid client base
Understand and adhere to all regulatory and compliance operating standards.

What does it take?

You're a selfmotivated, peopleoriented individual with a passion for helping people with their short, mid

- and long-term financial planning needs.

You have a track record of building and growing a profitable financial advisory practice
You love networking in community and industry association events
Minimum of 10 years previous handson investment and financial planning experience
Proficient in using financial planning software
Mutual Fund License required.
Meet all provincial licensing requirements including continuing education requirements
University Degree/College Diploma
Professional Designations (ie: CFP, CIM, CLU) or working towards
Ability to grow the business in a sales/business development capacity
Life License, or willing to obtain
Excellent organizational, negotiation, analytical and interpersonal skills
Excellent communication skills
Selfstarter with ability to multitask and prioritize competing demands
Strong organizational and time management skills with attention to detail
Strong working knowledge of Excel, PowerPoint, Word and CRM

Who we are

Canadian-owned and operated, Cowan Financial Solutions is a division of Cowan Insurance Group, a leading independent insurance brokerage and consulting operation, providing real value to our clients.

With close to 500 employees operating out of 12 locations across Canada, we're proud to have been named one of Canada's Best Managed Companies since 2012.

We partner with leading national and international companies to:

deliver insurance and risk management solutions to businesses, organizations and individuals

- advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.
- deliver individual wealth and insurance solutions to support the needs of individuals, families and business owners

What sets us apart?

Be in good company
Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.

Challenge your thinking
You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.

Grow together
We believe in your potential. If you're looking to develop your expertise with learning opportunities and mentoring, we'll make that happen.

Benefits and perks

Competitive base salary
Quarterly incentives
Short Term Incentive Plan
Participate in our comprehensive benefits plan on day one — no waiting period
Companymatched Retirement Savings Plan
Companypaid training and development courses
Community involvement

Are you interested?
Send in your cover letter and resume to share your unique story with us.

While we appreciate the interest of all applicants, we will contact only those selected for interviews.

If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.