Location
georgetown, on, Canada
Posted
July 04, 2026
Job Description
Financial Services Representative- Wealth Advisor
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice with a heavy focus on ourWealth & Life products. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments through outbound prospecting and new client acquisitions.
- Compensation : 60,000 - $75,000+ commissions.
- Vacation
- Benefits
What you’re responsible for:
- Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
- Engaging with prospects to proactively build a sales pipeline and developing marketing...