Job Order Detail

Description

Are you interested in working for a company that is passionate about providing investment and insurance options to clients that can boost their financial health?  If you answered yes, you are the type of person we are looking for to join our team!

As a Licensed Financial Representative , you will provide financial advice and lead the sales and administration of Manulife Securities/Spectra Financials investment, life and group insurance services.  You'll provide a vital role in the entire client experience from marketing to sales to ongoing service.

As a Licensed Financial Representative you will deliver exceptional service and support to meet clients needs.  You're a people person, committed to building and maintaining relationships with local businesses as well as investment and insurance suppliers.  You'll be responsible for ensuring clients needs are met, spotting opportunities for referrals and supporting growth in all aspects of financial, individual life and group investment book of business.

Collaboration is key as you'll work closely with other members of the Spectra Financial team to develop and implement the annual marketing plan.  Successful candidate is always willing to learn and with a great attention to detail, conduct research on issues as required.

As we serve clients in a number of communities throughout Saskatchewan, this position may require the successful applicant to travel between locations.

We are looking for someone:
-    with 2-5 years of related experience or an equivalent combination of education and experience.  Experience to include working in partnership with sole proprietors / business owners and employed individuals in a sales capacity.
-    with a valid Mutual Fund Licence.  A CFP, financial or life designation would be an asset.
-    who conducts best practice research to analyze and improve processes.

If you're interested in becoming part of our exceptional team, please apply with cover letter and resume.