Licensed Associate, Insurance & Investments

Farm Business Consultants•London, ON

6d•Onsite

About The Position

Harvest is a Canadian leader in business services, and integrated financial, tax and estate planning solutions. For more than 25 years, Harvest has supported small businesses with strategic guidance, long-term planning, and complete financial support for every stage of business and life. We’re committed to standing behind the communities and businesses that rely on us, for generations to come. Our Harvest Financial team offers services spanning life and legacy planning, wealth accumulation and growth, and income and lifestyle protection. This team is responsible for developing tailored financial plans, guidance, and strategies for Canadian farm and small business owners.

Requirements

LLQP license required
3+ years of progressive experience in insurance and/or investment management industries
Minimum 2 years in a leadership role with P&L responsibility
A revenue-focused professional
Deep understanding of insurance products, investment vehicles, and relevant regulatory frameworks
Proven track record of driving business growth and profitability
Strong financial acumen and strategic planning capabilities
Excellent relationship management skills with internal and external stakeholders

Nice To Haves

Industry certifications (e.g., CLU, ChFC, CFA, CFP) beneficial

Responsibilities

Assist in developing and executing the strategic vision and business plan for the Insurance and Investment Division
Lead the division's team in setting and achieving growth targets, profitability goals, and operational benchmarks
Oversee the development, pricing, and distribution of insurance and investment products
Build and maintain relationships with key shareholders, advisors, industry partners, regulators, and major clients
Ensure compliance with all relevant regulatory requirements across multiple jurisdictions
Drive innovation in product development and service delivery to maintain competitive advantage
Optimize operational processes and leverage technology to improve efficiency and customer experience
Maintain regular client engagement to understand financial needs and provide appropriate investment and financial service solutions.
Manage divisional P&L with full accountability for financial performance
Represent the division in corporate executive meetings and Board of Directors presentations
Day to day management of Harvest Financial team.