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Job Posting: FINANCIAL ADVISOR

Job Type: Full-time / Part-time / Contract / Permanent

Location: 716 Gordon Baker Road, Suite 206, North York, ON M2H 3B4

Job Category: Financial Services, Wealth Management, Banking, Mortgages

Contact Email: careers@cwfgroup.com

Compensation: Commission

Type: Monthly Tiered Income (Performance-based) + Commission + Bonus

Website: www.cwfgroup.com

 

CWF Group of companies, consists of:

CWF Group Inc., one of the country’s top provider of financial wealth management solutions.

CWF Group Mortgages Inc., one of the country’s top provider of lending solutions. With access to over 200 lending institutions across Canada such as major banks, credit unions, trust companies, and private funds, we are able to help our clients find the best mortgage solutions to suit their individual needs. CWF Group Mortgages Inc. is a franchisee of the Mortgage Centre (a division of CIBC).

IQInvest Mortgage Investment Corporation is a non-bank lender that provides flexible and creative financing solutions to the real estate communities in Canada.

more details: www.cwfgroup.com

We are committed to recognizing, affirming, and celebrating our employees. We offer competitive compensation packages and provide opportunities for advancement.

A career at CWF Group will offer you the opportunity to:

• Work in a growing, exciting, fast-paced organization with professionals (Insurance Agent, Insurance Broker, Financial Advisor, Mortgage Agent, Mortgage Broker, Private Wealth Consultants, Certified Financial Planners) who are passionate about their work;
• Work in an organization that listens and responds to new ideas and opportunities;
• Take on challenging and interesting work;
• Receive comprehensive training in a highly supportive environment;
• Be able to work from home;

Summary of Position:

As a Financial Advisor (Insurance & Investments), you will learn the skills required to become a successful Private Wealth Consultant. You will also learn how to prospect and manage a preselected group of clients and prospects with interesting financial situations and advise them on the most appropriate strategy needed to achieve their financial goals. You will also be given the opportunity to manage both sides of your clients’ balance sheets with risk management and investment products, including a broad range of proprietary and non-proprietary products. As you develop, you may find yourself working with clients with increasing personal net worth, which require more complex, specialized, or a greater variety of wealth management techniques.

Duties:

• Be a part of the extended CWF Family and enjoy superior agent resources, sales & marketing support, training & development programs, superior back office support, licensing and contracting support;
• Benefit from the long-term mentorship of top leaders in the industry;
• Establish and maintain strong customer relationships in order to meet customer needs and objectives;
• Provide objective financial advice to clients with complex investment/risk needs;
• Proactively sell financial solutions that meet clients’ needs as identified through the financial planning process;
• Educate customers regarding their personal portfolio performance and the market outlook in order to assist in asset allocation decisions, tax deferral, income-splitting, estate planning, etc.;
• Provide financial stewardship to customers regarding their personal portfolio performance and the market outlook and achieve customer loyalty;
• Utilize appropriate opportunity management techniques to increase the profit of the portfolio and minimize risks;
• Plan and execute marketing and financial solutions to attract new clients.

Required:

• Valid and active Life Insurance License is a requirement of this role
• Insurance License course registration is available (for unlicensed candidates)

CWF Group is an equal opportunity employer. We promote excellence through diversity and encourage all qualified persons to apply.

We thank all applicants for showing an interest in this position. Only those selected for an interview will be contacted.

**FAQ – Financial Advisor Position:  Top 10 Questions

Apply Today! Please email careers@cwfgroup.com with a completed resume.

Apply Now

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