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Qtrade Financial Group is seeking an experienced Insurance Representative/ Investment Advisor to join our fast-growing organization across west central Saskatchewan. This is a new position based on the successful growth of our existing portfolio. The successful candidate is a motivated self-starter with a high degree of professionalism and someone who is keen on building and expanding on a successful financial practice. You will report to the Manager Advisory Services.
Key Responsibilities:
- Consult with clients on personal risk management needs by analyzing data on income, assets, liability and wealth transfer objectives, in conjunction with client goals
- Identify client needs and present appropriate solutions/strategies to meet the assessed needs
- Provide information on a wide range of insurance products
- Promote and support a relationship-based service environment by delivering sound advice
- Ensure outstanding client relationships, products, services, and delivery
- Participate in client and community events
- Achieve growth targets as set out by the corporate strategy
Qualifications:
- 5 10 years sales experience in the Canadian Life insurance industry
- Possess Life Insurance license
- Valid CFP Designation
- University degree, CLU, CHS, ChFC or similar designations are preferred, or commitment to work towards
- Proven experience in meeting sales objectives
- Proven networking and relationship building skills
Flexible and/or extended work hours may be required. Travel is required.
The successful candidate will have opportunities for personal and professional growth within an environment that promotes continuous learning and cooperative values.
Salary will commensurate with qualifications, experience, and education. Upon qualifying, we offer excellent employee benefits and a matched superannuation plan.
Please visit www.pccu.ca for more information on how to apply for this position
Credentials (certificates, licences, memberships, courses, etc.)
- Certified Financial Planner (CFP)
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