Associate Financial Advisor
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Job Location:
Monthly Salary:
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Irons Financial Services Inc. a proud agency representing The Co-operators is a dynamic and community-focused financial services team committed to helping individuals families and businesses achieve financial security through life wealth and general insurance solutions. Our office is known for its professionalism warmth and deep community engagement from farm and commercial clients to local families and entrepreneurs. Were growing and are seeking a motivated Associate Financial Advisor who is passionate about helping clients plan for their future through Life Insurance Investments and Wealth Planning.
Position Overview
As an Associate Financial Advisor you will work closely with the Agency Owner and senior advisors to build client relationships conduct financial needs analyses and recommend insurance and investment solutions. This role is ideal for individuals with strong interpersonal skills business acumen and a desire to grow within the financial services position provides a base salary bonus opportunities health benefits retirement plan and a clear pathway to a full Financial Advisor role.
As an Associate Financial Advisor you will work closely with the Agency Owner and senior advisors to build client relationships conduct financial needs analyses and recommend insurance and investment solutions. This role is ideal for individuals with strong interpersonal skills business acumen and a desire to grow within the financial services position provides a base salary bonus opportunities health benefits retirement plan and a clear pathway to a full Financial Advisor role.
Key Responsibilities
- Conduct financial reviews and recommend appropriate life wealth and investment solutions.
- Support the Agency in achieving life and wealth production targets.
- Maintain accurate records in compliance with Co-operators FSRA and MFDA/CIRO standards.
- Participate in client meetings events and community engagement initiatives.
- Collaborate with the team on marketing lead generation and follow-up strategies.
- Provide outstanding client care ensuring timely and professional service.
- Manage and update client files in Salesforce and other internal systems.
Requirements & Qualifications
Education & Licensing
- Post-secondary education in business finance or related field preferred.
- LLQP and Mutual Fund Licenses (or willingness to obtain within the first 3 months).
- Must maintain good standing with all regulatory bodies.
Experience
- Minimum 2 years of experience in financial services insurance or investment advisory roles preferred (willing to train high-potential candidates).
- Experience with client relationship management sales or financial planning considered an asset.
Skills & Attributes
- Strong interpersonal and communication skills.
- Goal-oriented and self-motivated with high ethical standards.
- Excellent organization and time-management skills.
- Ability to work independently and as part of a team.
- Proficient with Microsoft Office Salesforce (or CRM software) and virtual meeting tools.
Other Requirements
- Valid Ontario Drivers License and reliable vehicle.
- Willingness to undergo a Criminal Background Check and Consumer Credit Check.
- Ability to work extended hours evenings and weekends when required.
- Must be legally eligible to work in Canada.
What We Offer
- Competitive base salary performance bonuses commission structure health benefits retirement plan.
- Paid licensing support and ongoing professional development.
- Comprehensive training and mentorship from an experienced agency owner.
- Benefits program available after probationary period.
- Career growth within one of Canadas most trusted financial service brands.
How to Apply
Apply directly to this posting or send your résumé and brief cover letter to Kayla Howard at with the subject line:Associate Financial Advisor Application Your Name
Apply directly to this posting or send your résumé and brief cover letter to Kayla Howard at with the subject line:Associate Financial Advisor Application Your Name
We thank all applicants for their interest; only those selected for an interview will be contacted.
Required Experience:
IC
Key Skills
- Business Development
- Estate Law
- Sales Experience
- Trusts
- Wealth Management
- Financial Services
- Investment Experience
- Military Experience
- Securities Law
- Customer relationship management
- Financial Planning
- Wills
About Company
Essential HR gives business owners flexibility and customized options so they can have an expert on their team without the full-time expense. In summary, we have the experience and we get it done. Let us provide HR relief.
