Associate Financial Advisor for Irons Financial Services Inc. | Co-operators

Job summary

Are you passionate about helping people achieve their financial goals while building a rewarding career? If so, Irons Financial Services Inc. | Co-operators is looking for an Associate Financial Advisor to join their growing team. About Irons Financial For over eight years, Irons Financial Services has provided personalized insurance and financial solutions throughout Norfolk and Simcoe. Their services include Home & Auto, Commercial & Farm Insurance, Life Insurance, Wealth Management, and Group Benefits, allowing clients to receive comprehensive financial advice under one roof. Why Join I…

Job details

Are you passionate about helping people achieve their financial goals while building a rewarding career? If so, Irons Financial Services Inc. | Co-operators is looking for an Associate Financial Advisor to join their growing team. About Irons Financial For over eight years, Irons Financial Services has provided personalized insurance and financial solutions throughout Norfolk and Simcoe. Their services include Home & Auto, Commercial & Farm Insurance, Life Insurance, Wealth Management, and Group Benefits, allowing clients to receive comprehensive financial advice under one roof. Why Join Irons Financial Services? Build a long-term career with a growing agency Collaborative, supportive team environment Opportunity to develop your own client portfolio Meaningful work helping clients make informed financial decisions What They Offer Compensation Base salary of $55,000–$75,000, plus commissions and bonus opportunities with total earning potential of $75,000–$120,000+ Benefits & Perks Full-time, permanent position Hybrid work environment with flexibility Must be willing to commute to the Simcoe office a couple of days per week and meet with clients as required Employer-paid health and dental benefits RRSP matching program Paid vacation, personal and volunteer days Licensing assistance and professional development support Performance-based compensation structure What You’ll Do Financial Planning & Advice Conduct client discovery and financial review meetings Help clients identify financial goals and priorities Recommend appropriate wealth, life insurance, retirement, and financial protection solutions Assist clients with retirement and investment planning Prepare recommendations and financial presentations Maintain accurate, compliant client documentation Relationship Management Build meaningful, long-term relationships with clients Provide exceptional client service through proactive communication and regular reviews Conduct annual reviews and follow-up meetings Collaborate with specialists and team members to deliver comprehensive financial solutions Deliver a consistently positive client experience Business Development Develop your own portfolio through referrals, networking, and community involvement Build relationships with centres of influence Support agency marketing and growth initiatives Identify opportunities to provide additional value and advice Contribute to the continued growth and success of the agency What You Bring 2–3+ years of experience in financial services, banking, wealth management, insurance, investments, mortgage lending, relationship management, or business development Mutual Funds Licence (required) Strong relationship-building and communication skills Passion for helping clients achieve their financial goals Self-motivated with a proactive, solutions-oriented approach Strong organizational skills and attention to detail College diploma, university degree, or equivalent professional experience Valid driver’s licence and reliable transportation Ability to obtain additional licensing as required Successful completion of criminal background and credit checks Preferred Qualifications LLQP Licence CFP, CLU, CHS, PFA, or related financial planning designation Experience providing financial planning, investment, or insurance advice This Role Is Likely Not a Fit If You prefer a fully remote position You are uncomfortable networking or developing new business You avoid accountability or performance expectations What You Can Expect Clear expectations and measurable goals Coaching, mentorship, and professional development Opportunities to build and manage your own client portfolio Autonomy, ownership, and long-term career growth To apply, please send your resume to recruitment@hrcovered.com by July 24th, 2026.

What you’ll do

The Associate Financial Advisor will conduct client discovery and financial review meetings, helping clients identify their financial goals and recommending appropriate solutions. They will also build long-term relationships with clients and support agency marketing and growth initiatives.

Requirements

Candidates should have 2-3+ years of experience in financial services or related fields and must possess a Mutual Funds Licence. Strong relationship-building skills and a passion for helping clients achieve their financial goals are essential.

Benefits

• Health Insurance • Dental Insurance • RRSP Matching • Paid Vacation • Personal Days • Volunteer Days • Licensing Assistance • Professional Development Support

Listed skills

• Attention to detail · Preferred
• Health · Preferred
• Client · Preferred
• Planning · Preferred
• management · Preferred
• Communication · Preferred
• Development · Preferred
• Financial planning · Preferred
• Coaching · Preferred
• Group Benefits · Preferred
• Relationship Building · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Client Discovery
• Wealth Management
• Life Insurance
• Retirement Planning
• Investment Planning
• Relationship Management
• Communication Skills
• Networking
• Organizational Skills
• Attention to Detail
• Self-Motivated
• Proactive Approach
• Business Development
• Client Service