Associate Financial Advisor

April 24, 2026

We are hiring an Associate Financial Advisor for a thriving agency in Cobourg.   In this vital role you will be supporting and growing agency operations by providing sales and service support for life and wealth products, along with select personal insurance solutions. You will work directly with clients to understand their financial needs, recommend appropriate products, and deliver an exceptional service experience.

We are seeking a motivated, client-focused professional who is comfortable handling inbound sales opportunities and providing ongoing service support. This role is ideal for someone who enjoys building relationships, identifying growth opportunities, and contributing to both client success and business performance.

Employment Type: Regular, Full-Time (Monday–Friday, 9:00 AM–5:00 PM)
Work Model: In-office position based in Cobourg, Ontario
Compensation: $50,000–$70,000 base salary plus commissions

Key Responsibilities

  • Manage inbound sales and service activities to support the profitable growth of life, wealth, and insurance products.
  • Assess client needs and recommend suitable financial and insurance solutions.
  • Prospect, cross-sell, and identify opportunities to introduce additional products or services that benefit clients.
  • Process policy applications accurately and efficiently.
  • Deliver high-quality client service by responding to inquiries, resolving issues, and escalating concerns when appropriate.
  • Meet individual performance goals related to sales, service quality, productivity, and client satisfaction.

What You Can Expect

  • Strict adherence to confidentiality and protection of client personal information.
  • Direct interaction with clients and service providers, sometimes in their own environments.
  • Occasional travel may be required; access to a reliable vehicle, a valid driver’s license, and insurance may be necessary.
  • Successful completion of a Criminal Record and Consumer History background check as a condition of employment.

What It Takes to Succeed

  • Strong resilience, focus, and a goal-oriented mindset, even when faced with challenges.
  • Excellent time management and organizational skills to balance client needs and business priorities.
  • Effective communication skills, with the ability to clearly explain products and recommendations.
  • A commitment to continuous improvement and building long-term, productive client relationships.
  • A collaborative attitude and the ability to work effectively as part of a team.

Qualifications

  • Minimum of two (2) years of sales and service experience or related business experience (preferred).
  • LLQP Life License (required).
  • Mutual Funds License (required).
  • General Insurance License (OTL) considered an asset.
  • Ability to meet and maintain all provincial licensing and continuing education requirements.
  • Accepted Mutual Fund licensing includes IFC (Investment Funds in Canada), CIFC (Canadian Investment Funds Course), or CSC (Canadian Securities Course).

What’s in It for You

  • Three weeks of paid vacation.
  • Competitive commission structure and performance-based incentives.
  • Comprehensive health benefits for you and your dependents.
  • Ongoing training, resources, and support to help grow your client portfolio.
  • Clear opportunities for career development and professional advancement.

 

Posted in Cobourg, Cobourg, Full-Time, Permanent