Financial Advisor

The Canada Life Assurance Company•Kitchener, ON

11d•CA$59,800 - CA$99,700•Hybrid

About The Position

The Financial Advisor leverages expertise to understand clients’ unique needs and provide personalized advice and solutions that support their financial, physical, and mental well-being. The role helps grow and protect the Continuum Financial Centre’s client portfolio by delivering exceptional service, supporting strategic initiatives, and ensuring interactions meet compliance and professional standards. The advisor contacts clients and responds to inquiries, provides advice and account or policy maintenance services using appropriate planning processes, and maintains a compliant practice. The role supports business development and client engagement, promotes client portals and electronic delivery options, keeps marketing and business development plans current, and uses customer insights to refine programs and respond to unmet needs. The advisor also educates customers about products, solutions, and services from various carrier partners.

Requirements

Experience in the financial insurance industry, Canadian banking, insurance, and/or financial advice channels, with a specific emphasis on investment fund products and services.
Valid life insurance license (LLQP).
Strong insurance planning and advisory experience, with a proven ability to identify client needs and recommend appropriate protection and wealth planning solutions.
In-depth knowledge of life insurance, living benefits, and segregated funds.
Experience navigating multi-carrier product shelves and leveraging carrier-specific strengths to deliver tailored client solutions.
Ability to establish business relationships with carrier partners, wholesalers, and support teams.
Excellent verbal and written communication skills.
Well-developed presentation skills.
Excellent organizational and time-management skills.
Ability to think innovatively and adapt quickly to client needs.
Post-secondary degree or equivalent work experience.
Sound working knowledge of MS Office products.

Nice To Haves

Experience in an MGA environment, dealer, or independent advisory practice with access to multiple insurance carriers is considered a significant asset.
French-language skills.

Responsibilities

Proactively contact clients and answer inbound inquiries.
Provide advice and account and policy maintenance services using appropriate planning processes.
Maintain a compliant practice.
Improve client engagement in support of the centre’s business development objectives.
Promote client portals and electronic delivery options for statements, confirmations, and marketing communications.
Provide input to inform continuous refinement of the business model.
Keep marketing and business development plans current and up to date.
Gather and analyze customer insights, and adjust program objectives and delivery to address newly identified unmet customer needs.
Educate customers about products, solutions, and services offered through various carrier partners.

Benefits

Career advancement opportunities and access to industry-leading learning programs.
Up to $2,000 annually toward education reimbursement.
Flexible health and dental benefits.
$5,000 mental health benefit.
Regular vacation and personal days.
Volunteer day.
Company-matching pension plan.
Share ownership program and additional investment options.
Employee recognition programs and service milestone celebrations.
Employee discounts.
Employee Resource Groups, mentorship programs, social clubs, and events.