Overview
Financial Advisor Jobs in Mississauga, Ontario at Longevity Achieved
Title: Financial Advisor
Company: Longevity Achieved
Location: Mississauga, Ontario
Job DescriptionThe OpportunityYou’re the kind of person who is always looking to learn. You want to grow into something greater and you’re looking for an organization that encourages and supports your professional development. Longevity Achieved promotes advancement and rewards our team members based on individual performance and merit. Sure you’ll have exposure to the team, but all of our people are accountable for their success. Competitive and focused, our team is on a mission to deliver excellence. We also know that this can only be accomplished by supporting our advisor growth and development. By providing frequent feedback and consistently measuring progress, we’ve discovered the recipe for success that’s delivered year over year growth since our first year of business. This a culture of winning. At Longevity Achieved we breed winners.
Responsibilities
Build and maintain relationships with clients to understand their financial goals and provide suitable recommendations.
Develop and implement effective sales strategies to meet and exceed sales targets.
Analyze financial information and market trends to provide accurate and timely advice to clients.
Stay updated on industry regulations and products to provide clients with up-to-date information and compliance.
Maintain accurate records of client interactions and transactions for compliance purposes.
Generate leads through networking, referrals, and cold calling to expand client base.
Experience/Qualifications
Strong sales skills with a proven track record of meeting and exceeding sales targets.
In-depth knowledge of financial products, investment options, and market trends.
Excellent communication and interpersonal skills to build and maintain client relationships.
Ability to analyze financial information and provide accurate advice to clients.
Proactive and self-motivated with the ability to generate leads and expand client base.
Knowledge of industry regulations and compliance requirements.
What’s in it for you? (Commissions & benefits)
Enjoy the flexibility of a hybrid work model, allowing you to work both remotely and at our beautiful office location in Mississauga, ON, Canada.
Performance-based compensation, untapped earning potential
Residual income
Customized personal business planning
Full marketing support, prospecting, and technical assistance
Robust technology stack, including customizable CRM software
Customized mentorship program with established advisors and managers
Ongoing resources and support, with autonomy to run your own practice
Opportunity to qualify for trips to enchanting destinations
In-house resources, including discretionary portfolio managers, New Business Support, CPA’s, CFP’s, estate planning attorneys, directors of practice development, and subject-based experts
Longevity values:
DYNAMISM: Fuelling action, speed, and continual excellence.
UNITY: Harmonising wealth and well-being.
HONOUR: Upholding trust, duty, and ethical conduct.
BOLDNESS: Pioneering courage, innovation, and decisive action.
EMPOWERMENT: Enabling choice, strength, and personal growth.
Qualifications:
General understanding of financial services
Excellent interpersonal skills
LLQP, MFDA or securities license are welcomed but not required
To ensure your application is considered, kindly answer our screener questions. They’re integral to our selection process, helping us better understand your qualifications and fit for th…
