48 Emplois pour Personal Insurance Advisor - Canada
Personal Insurance Advisor
Simcoe, Ontario
BrokerLink
Aujourd'hui
Emploi consulté
Description De L'emploi
Being a part of BrokerLink, means you live our values: to act with integrity, be respectful of others, have a customer-driven mindset, strive for excellence, and always treat others with generosity. These values drive our diversity and inclusion efforts to ensure a respectful and inclusive work environment is present.
We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.
We want to invest in you! Your success is our success and our purpose of “we’re here to help people” is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements!
No insurance experience is necessary for this role. We provide and pay for all training to become a licensed insurance broker in any of our Ontario branches. Once you’re done training, you’ll be on your way to helping people protect what’s most important to them.
We are looking for an Entry Level Personal Insurance Advisor to join BrokerLink and work out of our Simcoe branch in our Western Ontario region, on a Permanent FT Basis.
As part of our employee promise, here are some of the many perks of working with us: Flexible health and dental insurance benefits package
Personal Spending amount to invest in your healthy lifestyle
RRSP - Registered Retirement Savings Plan with Company matching
ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
‘Dress for your day’, dress according to your daily schedule
Competitive compensation package with bonus aspect
Employee discount program, including Apple, Bell, Rogers and more!
Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year!
Working for an employer who is regularly recognized as one of Canada’s best employers such as Kincentric 2024 What the Role Entails: Service on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals
Sell new policies/write new business to existing or new clients, retain existing book of business
Quote new business through outbound call initiatives, introductory letters and receive walk-in clients
Contact Underwriters and Adjusters to discuss guidelines and policy
Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals
Keep current on underwriting rules and workflow processes
Actively participate in training initiatives
Participate in community marketing initiatives
Process Account Receivable activities
Provide guidance and assistance as requested The Successful candidate will have:
*If you feel you have the equivalent skills, please apply* Post Secondary Education (required)
Relevant sales and customer service experience
Desire and ability to create your own sales leads Exposure to Epic is an asset
Strong customer focus
Demonstrated ability to handle multiple priorities successfully
Strong analytical and organizational skills
Excellent verbal and written communication skills
Ability to pass a criminal background check and credit check
We want like-minded individuals who want to provide the highest level of customer service, who carry themselves with utmost professionalism.
We want to invest in you! Your success is our success and our purpose of “we’re here to help people” is what motivates us to keep the amazing talent we attract, for a long time. We want to bring out the best of all our team members! Offering countless opportunities to grow and an environment which values our most important assets, you, our team members. We have over 200 offices across Canada, ask us about our flexible work arrangements!
No insurance experience is necessary for this role. We provide and pay for all training to become a licensed insurance broker in any of our Ontario branches. Once you’re done training, you’ll be on your way to helping people protect what’s most important to them.
We are looking for an Entry Level Personal Insurance Advisor to join BrokerLink and work out of our Simcoe branch in our Western Ontario region, on a Permanent FT Basis.
As part of our employee promise, here are some of the many perks of working with us: Flexible health and dental insurance benefits package
Personal Spending amount to invest in your healthy lifestyle
RRSP - Registered Retirement Savings Plan with Company matching
ESPP - Employee Share Purchase Plan (TSX:IFC) program with matching aspect
‘Dress for your day’, dress according to your daily schedule
Competitive compensation package with bonus aspect
Employee discount program, including Apple, Bell, Rogers and more!
Paid Time Off in the form of: Personal days, Volunteer days, Exam/Study Time, Jury Duty and starting at 3 weeks of vacation per year!
Working for an employer who is regularly recognized as one of Canada’s best employers such as Kincentric 2024 What the Role Entails: Service on-going client needs, advise on insurance matters, conduct needs assessment, recommend solutions, answer inquiries, conduct care calls and process renewals
Sell new policies/write new business to existing or new clients, retain existing book of business
Quote new business through outbound call initiatives, introductory letters and receive walk-in clients
Contact Underwriters and Adjusters to discuss guidelines and policy
Prepare documentation for insurers, complete applications for clients, issue insurance certificates, process changes and review renewals
Keep current on underwriting rules and workflow processes
Actively participate in training initiatives
Participate in community marketing initiatives
Process Account Receivable activities
Provide guidance and assistance as requested The Successful candidate will have:
*If you feel you have the equivalent skills, please apply* Post Secondary Education (required)
Relevant sales and customer service experience
Desire and ability to create your own sales leads Exposure to Epic is an asset
Strong customer focus
Demonstrated ability to handle multiple priorities successfully
Strong analytical and organizational skills
Excellent verbal and written communication skills
Ability to pass a criminal background check and credit check
Désolé, cet emploi n'est pas disponible dans votre région
0
CA Financial Advisor
Grande Prairie, Alberta
Edward Jones
Aujourd'hui
Emploi consulté
Description De L'emploi
Job Overview
Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+ years, our assets under care have more than doubled and we're making significant investments in our people, technology, products and capabilities to help our clients achieve their goals. With momentum on our side, we have big ambitions to serve many more Canadians and reach $100 billion in assets under care, and 1,000 advisors by 2030. Simply put, we believe our future is bright!
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by a client support team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes with our rich history.
Our Financial Advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
A Culture of Trust, Partnership and Support
Edward Jones has built a culture of camaraderie - advisor-led leadership and an ecosystem of trust and collaboration, where advisors help each other succeed. Regional leaders and home-office teams support advisors in their growth, while a Client Support Team handles daily operations, allowing advisors to focus on the unique needs of their clients. You'll also be provided with expert advice from top-tier market analysts, specialized support for the complex of your clients, ongoing training, and a wealth of resources to help you grow your practice.
More Earnings Potential and Other Rewards
We believe in a compensation model that values your autonomy, rewards your dedication, and celebrates client-focused results. This includes a stable commission grid, up to three profitability bonuses per year, profit sharing, opportunity for limited partnership, and luxury trips around the world to enjoy with your family and colleagues.
Freedom to Grow Your Business on Your Terms
At Edward Jones, our unique structure enables you to run your practice in a way that aligns with your values and your growth ambitions. No micromanagement, no imposed sales targets, no shareholder pressures, your sole focus is working in the best interest of your clients' goals.
If Edward Jones sounds like the right move for you, apply now.
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $8,500 - 100,000
Read More About Job Overview
Skills/Requirements
Edward Jones is an equal opportunity employer, committed to providing accessible employment and developing an inclusive culture. Should you require accommodation at any time in the application for employment or during your employment, please contact us at . We believe that diverse ideas, opinions and perspectives are good for building business.
In Quebec, our Financial Advisors are known as Investment Advisors.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-CAFATA.
Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+ years, our assets under care have more than doubled and we're making significant investments in our people, technology, products and capabilities to help our clients achieve their goals. With momentum on our side, we have big ambitions to serve many more Canadians and reach $100 billion in assets under care, and 1,000 advisors by 2030. Simply put, we believe our future is bright!
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by a client support team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes with our rich history.
Our Financial Advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
A Culture of Trust, Partnership and Support
Edward Jones has built a culture of camaraderie - advisor-led leadership and an ecosystem of trust and collaboration, where advisors help each other succeed. Regional leaders and home-office teams support advisors in their growth, while a Client Support Team handles daily operations, allowing advisors to focus on the unique needs of their clients. You'll also be provided with expert advice from top-tier market analysts, specialized support for the complex of your clients, ongoing training, and a wealth of resources to help you grow your practice.
More Earnings Potential and Other Rewards
We believe in a compensation model that values your autonomy, rewards your dedication, and celebrates client-focused results. This includes a stable commission grid, up to three profitability bonuses per year, profit sharing, opportunity for limited partnership, and luxury trips around the world to enjoy with your family and colleagues.
Freedom to Grow Your Business on Your Terms
At Edward Jones, our unique structure enables you to run your practice in a way that aligns with your values and your growth ambitions. No micromanagement, no imposed sales targets, no shareholder pressures, your sole focus is working in the best interest of your clients' goals.
If Edward Jones sounds like the right move for you, apply now.
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $8,500 - 100,000
Read More About Job Overview
Skills/Requirements
- Four years of financial industry work experience OR a university degree or college diploma
- Financial services registration, licensing, or certifications preferred.
- Experience in sales, business development and/or client acquisition experience.
- Experience in client prospecting
- Ambition, self-motivation and commitment to establishing long-term client relationships needed
- Goal-oriented with critical thinking needed
- Maturity needed to serve the investing public
- Analytical and communication skills to carry out thier regulatory requirements
Edward Jones is an equal opportunity employer, committed to providing accessible employment and developing an inclusive culture. Should you require accommodation at any time in the application for employment or during your employment, please contact us at . We believe that diverse ideas, opinions and perspectives are good for building business.
In Quebec, our Financial Advisors are known as Investment Advisors.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-CAFATA.
Désolé, cet emploi n'est pas disponible dans votre région
1
CA Financial Advisor
Brandon, Manitoba
Edward Jones
Aujourd'hui
Emploi consulté
Description De L'emploi
Job Overview
Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+ years, our assets under care have more than doubled and we're making significant investments in our people, technology, products and capabilities to help our clients achieve their goals. With momentum on our side, we have big ambitions to serve many more Canadians and reach $100 billion in assets under care, and 1,000 advisors by 2030. Simply put, we believe our future is bright!
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by a client support team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes with our rich history.
Our Financial Advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
A Culture of Trust, Partnership and Support
Edward Jones has built a culture of camaraderie - advisor-led leadership and an ecosystem of trust and collaboration, where advisors help each other succeed. Regional leaders and home-office teams support advisors in their growth, while a Client Support Team handles daily operations, allowing advisors to focus on the unique needs of their clients. You'll also be provided with expert advice from top-tier market analysts, specialized support for the complex of your clients, ongoing training, and a wealth of resources to help you grow your practice.
More Earnings Potential and Other Rewards
We believe in a compensation model that values your autonomy, rewards your dedication, and celebrates client-focused results. This includes a stable commission grid, up to three profitability bonuses per year, profit sharing, opportunity for limited partnership, and luxury trips around the world to enjoy with your family and colleagues.
Freedom to Grow Your Business on Your Terms
At Edward Jones, our unique structure enables you to run your practice in a way that aligns with your values and your growth ambitions. No micromanagement, no imposed sales targets, no shareholder pressures, your sole focus is working in the best interest of your clients' goals.
If Edward Jones sounds like the right move for you, apply now.
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $8,500 - 100,000
Read More About Job Overview
Skills/Requirements
Edward Jones is an equal opportunity employer, committed to providing accessible employment and developing an inclusive culture. Should you require accommodation at any time in the application for employment or during your employment, please contact us at . We believe that diverse ideas, opinions and perspectives are good for building business.
In Quebec, our Financial Advisors are known as Investment Advisors.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-CAFATA.
Edward Jones proudly serves over 190,000 Canadians and spans 660 branches with more than 870 advisors across the country. As one of the largest independent wealth services providers in the country, we have ambitious plans to help many more Canadians improve their financial wellness through comprehensive advice and planning. Over the past 6+ years, our assets under care have more than doubled and we're making significant investments in our people, technology, products and capabilities to help our clients achieve their goals. With momentum on our side, we have big ambitions to serve many more Canadians and reach $100 billion in assets under care, and 1,000 advisors by 2030. Simply put, we believe our future is bright!
Financial Advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by a client support team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes with our rich history.
Our Financial Advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community.
A Culture of Trust, Partnership and Support
Edward Jones has built a culture of camaraderie - advisor-led leadership and an ecosystem of trust and collaboration, where advisors help each other succeed. Regional leaders and home-office teams support advisors in their growth, while a Client Support Team handles daily operations, allowing advisors to focus on the unique needs of their clients. You'll also be provided with expert advice from top-tier market analysts, specialized support for the complex of your clients, ongoing training, and a wealth of resources to help you grow your practice.
More Earnings Potential and Other Rewards
We believe in a compensation model that values your autonomy, rewards your dedication, and celebrates client-focused results. This includes a stable commission grid, up to three profitability bonuses per year, profit sharing, opportunity for limited partnership, and luxury trips around the world to enjoy with your family and colleagues.
Freedom to Grow Your Business on Your Terms
At Edward Jones, our unique structure enables you to run your practice in a way that aligns with your values and your growth ambitions. No micromanagement, no imposed sales targets, no shareholder pressures, your sole focus is working in the best interest of your clients' goals.
If Edward Jones sounds like the right move for you, apply now.
We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to four years, commissions and compensation for new assets gathered for the first five years.
For more information regarding compensation please click the link below.
New Financial Advisors Compensation
Supplemental Starting Salary Range $8,500 - 100,000
Read More About Job Overview
Skills/Requirements
- Four years of financial industry work experience OR a university degree or college diploma
- Financial services registration, licensing, or certifications preferred.
- Experience in sales, business development and/or client acquisition experience.
- Experience in client prospecting
- Ambition, self-motivation and commitment to establishing long-term client relationships needed
- Goal-oriented with critical thinking needed
- Maturity needed to serve the investing public
- Analytical and communication skills to carry out thier regulatory requirements
Edward Jones is an equal opportunity employer, committed to providing accessible employment and developing an inclusive culture. Should you require accommodation at any time in the application for employment or during your employment, please contact us at . We believe that diverse ideas, opinions and perspectives are good for building business.
In Quebec, our Financial Advisors are known as Investment Advisors.
Read More About Skills/Requirements
Awards & Accolades
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Read More About Awards & Accolades
About Us
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report .
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
#LI-CAFATA.
Désolé, cet emploi n'est pas disponible dans votre région
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