Location
schomberg, on, Canada
Posted
July 16, 2026
Job Description
Become an integral player in Schomberg as an Associate Financial Advisor. Focus on client support, sales, and lifecycle management of financial products including Mutual Funds.
This in-office role centers on developing agency operations while engaging in outbound prospecting and client contact. You will support life, group, and wealth management sales while building relationships. Additionally, there's an opportunity for specialization in various product areas. Candidate with two years of sales experience will thrive in this dynamic environment.
Key Responsibilities:
• Support agency growth through sales of life and wealth products
• Conduct proactive client reviews focusing on needs analysis
• Prospect all lines of business by evaluating client needs
• Handle client questions, complaints, and ensure satisfaction
• Develop annual marketing plans for product areas
Requirements:
• Mutual Fund License required; Life License preferred
• Minimum of two years of...
This in-office role centers on developing agency operations while engaging in outbound prospecting and client contact. You will support life, group, and wealth management sales while building relationships. Additionally, there's an opportunity for specialization in various product areas. Candidate with two years of sales experience will thrive in this dynamic environment.
Key Responsibilities:
• Support agency growth through sales of life and wealth products
• Conduct proactive client reviews focusing on needs analysis
• Prospect all lines of business by evaluating client needs
• Handle client questions, complaints, and ensure satisfaction
• Develop annual marketing plans for product areas
Requirements:
• Mutual Fund License required; Life License preferred
• Minimum of two years of...