We are currently seeking an entrepreneurial-minded <strong>Financial Advisor</strong> to join an innovative company in the insurance and wealth management space. This is an exciting opportunity for a high-achieving business builder to build strong community relationships, deliver financial security solutions to Canadians, and contribute to your local community’s resilience.<br /> <br /> <strong>Location: Amherstburg</strong><br /> <strong>Position Type:&nbsp;</strong>Full-time<br /> <strong>Shifts:</strong>&nbsp;Day Shift- flexible<br /> <br /> <strong>What You’ll Be Doing:</strong> <ul> <li><strong>Prospecting New Clients:</strong> Actively identify and engage with potential clients to discuss their risk management and financial goals, conducting regular reviews to empower clients to make informed financial decisions.</li> <li><strong>Building Community Relationships:</strong> Cultivate strong ties within the community to enhance your agency’s visibility and maximize new business opportunities that contribute to sales and growth goals.</li> <li><strong>Developing Business and Marketing Plans:</strong> Create and execute effective business, operational, and marketing strategies that contribute to the sustainability and growth of Canadian communities.</li> <li><strong>Team Development and Leadership:</strong> Recruit and mentor employees, managing their performance to facilitate their development and help achieve agency goals.</li> <li><strong>Maintaining Compliance:</strong> Ensure the maintenance of required licenses and adherence to ethical standards, corporate policies, industry regulations, and legal requirements.</li> </ul> <strong>Position Requirements:</strong> <ul> <li><strong>Experience:</strong> 3-5 years of management experience in the insurance industry or related fields.</li> <li><strong>Education:</strong> Post-secondary education in a related field.</li> <li><strong>Licenses:</strong> A Life Insurance license and a General Insurance license are required. A Mutual Funds license is an asset.</li> <li><strong>Professional Designations:</strong> Completion or progress toward certifications such as CFP, CLU, CHFC, or an accredited Financial Planning Designation.</li> </ul> <p><strong>Other Requirements:</strong></p> <ul> <li>Ability to work away from the office regularly, meeting with clients and community members.</li> <li>Own vehicle, valid driver’s license, and insurance.</li> <li>Capacity to provide support to clients experiencing personal or financial loss, requiring a high degree of confidentiality.</li> <li>Successful candidates must undergo a Criminal Record and Consumer History background check.</li> </ul> </br></br><p>This posting is an open posting to support current and upcoming roles. Only qualified candidates will be contacted.</p>