Financial Advisor - Cambridge, Canada - Cowan Insurance Group

Cowan Insurance Group

Verified Company

Cambridge, Canada

4 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

You're a sales-driven
entrepreneur — proactively getting new clients and business 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, customized wealth & insurance solutions to meet your clients' complex needs thrills you.

If you're nodding, this
Wealth & Insurance 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 team responsible for deepening and broadening new and existing clients 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 new and existing 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 insurance and financial security needs.
You have a track record of building and growing a profitable insurance portfolio
You love networking in community and industry association events
Minimum of 5 years previous handson insurance and financial planning experience
Life License required.
Proficient in use of insuranceneeds analysis tools
Meet all provincial licensing requirements including continuing education requirements
University Degree/College Diploma
Professional Designations (ie: CLU, CFP) or working towards
Ability to grow the business in a sales/business development capacity
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, CRM and financial planning software

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 over 500 employees hired out of 6 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 salary
Participate in our comprehensive benefits plan on day one — no waiting period
Companymatched Retirement Savings Plan
Companypaid training and development courses
Community involvement
Hybrid work environment

Are you interested?
Please apply

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.

LI-HYBRID