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Sales Associate Advisor
Deverall, Calma and Associates
- Kitchener, Ontario, Canada
- Kitchener, Ontario, Canada
About
Job Title: Sales Associate Advisor
Work Location: Kitchener, ON
Company: Deverall, Calma and Associates
Employment Type: Full-time
Compensation: Salary range of 25,000 – 45,000 + commission and benefits
About Us:
At Deverall, Calma and Associates, we provide personalized financial guidance to help clients build lasting wealth and achieve their long-term goals. As a dedicated branch within a leading financial services network, our focus is on exceptional client service, ethical practices, and continuous professional growth.
We are currently seeking a detail-oriented and reliable sales associate advisor to join our team. This role is ideal for someone who is organized, professional, and looking to grow within the financial services industry.
Sales associate advisors love to build long-term relationships with people and help them plan financially for the various stages of life. They make an impact in their communities providing advice and implementing recommendations in a purpose-driven career with opportunities for unlimited income potential, independence, and growth.
Associate advisors will work with our successful advisors and be provided the opportunity to shadow how to run their client practice.
What's in it for you?
Unlimited earning potential with compensation that is tied to your achievements and provides an ongoing stream of income.
A purpose-driven career helping people in your community become more financially secure.
The independence and flexibility to build your work around the important things in your life.
Hands-on dedicated local support to help you develop the skills to successfully launch, develop, and grow your business.
Leading-edge technology so you can do business easily anytime, anywhere.
A culture that celebrates excellence and inclusivity.
What does a sales associate advisor do?
Here are some of the more common activities performed by successful financial advisors and associates advisors:
Prepare and execute strategies to attract and connect with new Clients.
Conduct meetings with prospective and existing Clients.
Review their current financial state and gather information about their future goals.
Build a financial roadmap to help them achieve these goals.
Recommend and implement suitable insurance and investment products that align with this financial roadmap.
Continue to meet with Clients to ensure their plan stays up to date as their life situation changes (family, career, housing, debts, etc.)
On-going training and professional development to remain current with industry changes.
Stay connected within their community through ongoing networking activities, marketing, and referrals.
The person we are looking for:
LLQP and/or Mutual Fund license or course/exam completion.
Business development skills.
Has a College/University degree and professional experience in the financial industry
Enjoys engaging, developing, and maintaining relationships with people.
Is disciplined and self-motivated.
Is goal-oriented with a strong work ethic.
Is a continuous learner with a deep interest in helping others.
Has excellent communication skills.
What We Offer:
· A professional, supportive team environment
· Opportunities for growth within the financial services field
· Ongoing training and licensing support
· Competitive salary and commission structure, group benefits, and employee incentive
Job Type: Full-time
Benefits:
· Company events
· Dental care
· Extended health care
· On-site parking
· Paid time off
· RRSP match
· Vision care
Work Location: In person
How to Apply:
Please send your resume to with the subject line: Associate Advisor Application – Deverall, Calma and Associates
Languages
- English
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