Mutual Fund Representative/
Life and Health Insurance Advisor

We are seeking a motivated and results-driven individual to join our team as a Mutual Fund Representative/Financial Advisor/Life and Health Insurance Advisor. In this role, you will be responsible for providing tailored financial advice, assisting clients in selecting mutual funds, fixed term products, and advising on life and health insurance options. You will build and maintain strong client relationships while working toward their long-term financial success.

• Provide financial advice based on clients' goals and financial situations.

• Recommend and sell mutual fund investments, life, and health insurance products.

• Develop and execute personalized financial plans for clients.

• Conduct regular follow-up meetings to ensure clients’ needs are met.

• Stay updated on market trends and product offerings.

• Proven experience in financial services, including mutual funds, insurance, or financial advising.

• Strong interpersonal and communication skills.

• Ability to work independently and as part of a team.

• CFP® designation, Canadian Securities Course (CSC), Canadian Investment Funds Course (CIFC), Life License Qualification Program (LLQP) or willing to obtain.

• A passion for helping clients achieve financial security.

• Competitive compensation including health benefits, registered retirement savings matching, paid vacation

• Entrepreneurial culture that promises personal growth and development

• Modern work environment and flexibility in your schedule.

Please submit resume and cover letter to Curtis Dickson curtisd@ljgroup.ca or Brooklyn Scott brooklyns@ljgroup.ca  or by clicking the "apply now" button below.   

Posting will remain open until position is filled. We thank all applicants, however, only those under consideration will be contacted.