Associate Financial Advisor

Job Title: Associate Financial AdvisorLocation: Mississauga, ON (Hybrid)Job Type: Full-Time, PermanentSalary: $60,000 – $70,000 per year plus Commission & Bonus

About the Role

Are you a driven financial services professional with a passion for helping clients achieve long-term financial well-being? We are seeking a highly motivated Associate Financial Advisor to join our growing team in Mississauga. In this in-office role, you will play an integral part in supporting and developing agency operations through prospecting, client engagement, and sales activities, with a strong emphasis on life insurance, group benefits, and investment solutions.

This is an exciting opportunity for an LLQP-licensed advisor to grow within a collaborative and client-centric environment, where your contributions directly impact both clients’ financial success and the agency’s overall performance.

Key Responsibilities

• Drive growth of the agency by generating sales of life insurance, group benefits, and wealth management products.

• Support and service the agency’s life, group, and investment portfolios while ensuring full compliance with regulatory and company standards.

• Conduct proactive client reviews and needs analyses to identify gaps and recommend suitable life and wealth solutions.

• Develop and execute marketing plans to achieve sales and retention goals across all product lines.

• Perform front-line risk assessments and follow underwriting guidelines for product recommendations.

• Cultivate multi-line relationships and maximize cross-sell opportunities across personal and business markets.

• Provide timely and professional responses to client inquiries, resolve complaints, and escalate issues as needed.

• Maintain accurate documentation of client interactions and sales activities in accordance with agency and industry best practices.

Qualifications

• LLQP license (mandatory)

• 2+ years of experience in financial services, life insurance, or related field is preferred

• Strong understanding of life insurance, investment products, and group benefits

• Proven ability to build relationships and trust with clients

• Excellent communication, interpersonal, and problem-solving skills

• Self-starter with a results-driven mindset and a high level of integrity

What We Offer

• Competitive salary ($60,000-$70,000), commensurate with experience

• Opportunity to develop and grow within a respected and supportive agency

• Ongoing training and professional development

• Tools and support needed to help you succeed

If you’re a passionate and client-focused advisor ready to make an impact, we want to hear from you. Join us in helping individuals and businesses secure their futures with confidence.

Apply today and take the next step in your financial services career

Let's chat 

Refer to JOB ID# j-60952

ALWAYS ON THE HUNT FOR YOU

Michael Kamer

JOB-BORN Executive Search Inc.

Recruiter for the Insurance Industry

www.jobbornsolutions.com 

michael@jobbornsolutions.com 

416-485-4316

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