Entry Level Financial Associate Advisor
Chris Heaney • city of langley, Canada
Role Description
Embark on a rewarding career with Chris Heaney Financial Services as an Associate Advisor in Langley, BC. Provide holistic financial services, including life and health insurance, to clients across British Columbia.
This position is ideal for entry-level candidates passionate about finance and client service. You will work alongside Chris Heaney, gaining hands-on mentorship while preparing to obtain your life insurance and mutual fund licenses. The role focuses on creating tailored financial solutions and maintaining strong client relationships.
Key Responsibilities:
• Collaborate with the Advisor in client meetings
• Develop strategies to attract new clients
• Review client situations to make informed recommendations
• Manage client files and documentation accurately
• Stay engaged through ongoing networking activities
Requirements:
• Life insurance license (LLQP) required upon hire
• 0–2 years of experience in financial services
• College or universit...
This position is ideal for entry-level candidates passionate about finance and client service. You will work alongside Chris Heaney, gaining hands-on mentorship while preparing to obtain your life insurance and mutual fund licenses. The role focuses on creating tailored financial solutions and maintaining strong client relationships.
Key Responsibilities:
• Collaborate with the Advisor in client meetings
• Develop strategies to attract new clients
• Review client situations to make informed recommendations
• Manage client files and documentation accurately
• Stay engaged through ongoing networking activities
Requirements:
• Life insurance license (LLQP) required upon hire
• 0–2 years of experience in financial services
• College or universit...