Associate Financial Advisor – Wealth & Investment Planning

Kelly Services is recruiting on behalf of our client for an Associate Financial Advisor to join a well-established and growing financial services agency in Brantford. This is an excellent opportunity for an experienced financial services professional looking to grow their career with a supportive team, an established client base, and strong earning potential. What You'll Do: Support development of the agency operation through the sales and profitable growth of life and wealth management products Service and support the life and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products Proactively complete client reviews focusing on life and wealth management products Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan Complete front line risk assessment and selection, following underwriting guidelines Achieve individual goals for client service, sales, quality and productivity, and contribute to the achievement of overall agency sales and growth goals Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility Support programs to build multi-client relationships Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately Support the agency team in their daily activities What We're Looking For: 3-5 years experience in financial services, including banking, wealth management, life insurance, financial planning, or general insurance LLQP (Life License) or Mutual Fund License required (or actively working toward completion) Strong relationship-building, communication, and client service skills Comfortable using Microsoft Office and working in a technology-driven environment Valid driver's license and the ability to successfully complete a Criminal Record and Consumer History background check Compensation & Benefits: Base Salary: $65,000 annually plus commissions and bonuses on production Comprehensive benefits package Ongoing training, professional development, and licensing support Opportunity to work with an established client base while continuing to grow your own business Why Kelly? As a worker today, it’s up to you to take charge of your career and look for opportunities to learn, grow and achieve your potential. Helping you find what’s next is what we’re all about. We know what’s going on in the evolving world of work—just ask the nearly 500,000 people we employ each year. Connecting with us means getting the support, guidance and opportunities needed to take your career where you may have never imagined. About Kelly At Kelly, we’re always thinking about what’s next and advising job seekers on new ways of working to reach their full potential. In fact, we’re a leading advocate for temporary/non-traditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live. Connecting great people with great companies is what we do best and our employment opportunities span a wide variety of workstyles, skill levels and industries around the world Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.

Support the growth of the agency through the sale of life and wealth management products while managing a client portfolio. Conduct client reviews, perform needs analyses, and resolve client concerns to achieve productivity and growth goals.

Requires 3-5 years of experience in financial services and a valid LLQP or Mutual Fund License. Candidates must possess strong communication skills, a valid driver's license, and the ability to pass background checks.

• Comprehensive Benefits Package • Ongoing Training • Professional Development • Licensing Support

• Service à la clientèleSouhaitée
• VenteSouhaitée
• Microsoft OfficeSouhaitée

Relevées dans la description du poste. Confirmez les exigences importantes ci-dessus.

• Wealth Management
• Life Insurance
• Financial Planning
• Sales
• Client Service
• Relationship Building
• Needs Analysis
• Risk Assessment
• Underwriting
• Microsoft Office
• Compliance
• Cross Selling

• Finance & Accounting
• Sales
• Customer Service & Support
• Consulting

Formation minimale

Diplôme professionnel

Expérience minimale

2+ ans

Postuler avant le

25 sept. 2026

Langue de l’offre

anglais

Heures de travail

40 heures par semaine

Niveau d’expérience

Associate

Mode de candidature

La candidature directe est offerte