TK Financial Group

TK Financial is looking for a Financial Advisor

JOB TITLE:
Financial Advisor – OTTAWA
Sales – Investments, Groups & Personal

DIVISION:
TK Wealth Management Inc.
Financial Planning

RESPONSIBILITIES:

  • Identify potential sources of business in defined target market.
  • Develop new sources of business, particularly from the consultant/actuary distribution channel.
  • Utilize relationship based selling skills to cultivate newly formed relationships.
  • Utilize selling skills to create opportunities to introduce TK Wealth Management Inc. to new partners in the consulting market.
  • Pursue annual business objectives including sales of new business, additional sales to existing accounts, maintaining a high persistency level and managing profitability.
  • Work with service and administrative support professionals to proactively manage the business growth in an efficient and effective manner.

QUALIFICATIONS:

  • 5-7 years experience in a sales environment.
  • University or college degree or the equivalent in experience.
  • In-depth knowledge of Group Pension products.
  • A sound understanding of Retirement savings & registered plans.
  • Knowledge of sales related software.
  • Valid Mutual Licence / Life License / CFP License
  • Exceptional negotiation, communication and presentation skills.
  • Action and results orientation.
  • Self-starter with an ability to work autonomously.
  • Knowledge of database, investment, & Microsoft Software

OTHER WORKING CONDITIONS:

  • Access to a car and a valid drivers’ license is required as this position requires frequent travel.
  • This position is located in Ottawa.
  • Salary plus commissions; benefit package
  • Range $40,000 – $50,000

Please send resume to [email protected]