CFS Insurance Representative - Libro CU - Partner

CFS Insurance Representative - Libro CU - Partner
Aviso Wealth, Canada

Experience
1 Year
Salary
0 - 0
Job Type
Job Shift
Job Category
Traveling
No
Career Level
Telecommute
No
Qualification
As mentioned in job details
Total Vacancies
1 Job
Posted on
May 8, 2021
Last Date
Jun 8, 2021
Location(s)

Job Description

Credential Financial Strategies Inc., operating as Libro Wealth Strategies (LWS), in partnership with Libro Credit Union, presently has an opening for a licensed Insurance Representative. LWS is a wealth management program offering financial planning, insurance, and investments to members of credit unions and their communities.

As a self-starter you have what it takes to become highly successful, earn an above average income and to build a long-term career. Ideally, you have a minimum of 2 years of successful financial planning experience which includes life insurance and estate planning. While it would be considered beneficial to have experience selling securities and the ability to be IIROC licensed, the focus of this role will be insurance for individuals and their families, plus introducing and supporting insurance benefits to employers including Group RRSPs, Group Benefits, business succession planning services, etc.

The successful candidate would ideally work out of our LWS office in Beechwood (Waterloo), Ontario although we have other alternatives available, including hybrid work-from-home options for the right candidate. Our employees are team-oriented individuals and support a relationship-based environment. If you are looking for a new and dynamic career, are currently licensed to sell insurance in the province of Ontario, then this may be the opportunity you have been waiting for. A CFP or CLU designation or enrolment in a Financial Planning program is a definite asset.

The successful candidate will benefit from the following:

  • A client focused environment
  • Quality referrals from a lead-generating environment
  • On-going training, coaching and education
  • A pleasant and professional working environment
  • Base salary plus revenue sharing program, together with company benefits

For more information on Libro Credit Union, please visit their website at: Libro.ca. Specific details on LWS can be found at librowealthstrategies.ca

To apply for this position in confidence, interested candidates can apply

through our career opportunities page at:www.aviso.caby May 28, 2021.

All responses are appreciated, however only those invited for an interview will be contacted.

Libro Wealth Strategies is a program provided by Credential Financial Strategies Inc. offering financial planning, life insurance and investments to members of credit unions and their communities. Trade-mark(s) of Libro Wealth Strategies are used under licence by Credential Financial Strategies Inc.

Job Specification

Job Rewards and Benefits

Aviso Wealth

Information Technology and Services - Toronto, Canada
© Copyright 2004-2024 Mustakbil.com All Right Reserved.