You’re a sales-driven entrepreneur — proactively getting new clients and business motivates you.
You’re a relationship builder — striking a meaningful conversation with a client, industry partner or colleague excites you.
You’re a problem solver – offering unique, customized wealth solutions to meet your clients’ complex needs thrills you.
If you’re nodding, this Wealth Manager role in the Wealth Management team at Cowan Insurance Group may be perfect for you!
What’s the ask?
Reporting to the Vice President, Wealth Management, you will be an integral member of our team responsible for generating new sales and supporting the service needs of new and existing clients from an assigned block of business, in collaboration with associates working in other areas of specialization.
Proactively sourcing new business, managing clients and ultimately growing a solid client base.
Develop and build relationships with new and existing clients as well as internal and external referral sources and centers-of-influence.
Develop an understanding of each client’s needsusing a holistic planning approach to identify, recommend and implement the most suitable financial solutions;
Understand and adhere to all regulatory and compliance operating standards.
What does it take?
You’re a self-motivated, service-oriented individual with a passion for sales;
You have a track record of building and growing a profitable investment portfolio;
You love networking in community and industry association events;
Minimum of 3 years previous hands on financial planning experience;
Mutual Fund License required;
Life License or willingness to obtain;
Meet all provincial licensing requirements including continuing education requirements;
University Degree/College Diploma;
Ability to grow the business in a sales/business development capacity;
Excellent organizational, negotiation, analytical and interpersonal skills;
Excellent communication skills;
Self-starter with ability to multi-task and prioritize competing demands;
Strong organizational and time management skills with attention to detail;
Strong working knowledge of Excel, PowerPoint, Word, CRM and financial planning software.
Who we are
Canadian-owned and operated, Cowan Insurance Group is a leading independent insurance brokerage and consulting operation, providing real value to our clients. With close to 500 employees operating out of 12 locations across Canada, we’re proud to have been named one of Canada’s Best Managed Companies since 2012.
We partner with leading national and international insurance companies to:
deliver insurance and risk management solutions to businesses, organizations and individuals.
advise on and create retirement, group benefits, disability management and international benefits programs for employee groups.
We also offer wealth and asset management as well as financial and succession planning services to individuals, and specialize in property, casualty and credit insurance.
What sets us apart?
Be in good company
Integrity matters. It drives our award-winning workplace culture and fuels our collective desire to help our clients, employees, and communities thrive.
Challenge your thinking
You're valued for your passion, drive and creativity. The pace is fast but the work is meaningful, interesting, and complex, just the way you like it.
We believe in your potential. If you’re looking to develop your expertise with learning opportunities and mentoring, we’ll make that happen.
Benefits and perks
Participate in our comprehensive pension and benefits plan on day one — no waiting period
Company-matched Registered Pension Plan
Company-paid training and development courses
Are you interested?
Send your cover letter and resume and share your unique story with us.
While we appreciate the interest of all applicants, we will contact only those selected for interviews. If you are an applicant with disabilities and require accommodations, please let us know at the time of our contact so that we may arrange for their provision.
We are an Equal Opportunity Employer. Employee candidates will be selected strictly on the basis of an individual's technical qualifications, knowledge and experience, as they relate to the requirements of a particular position. Selections will be made without regard to: race, ancestry, place of origin, colour, ethnic origin, citizenship, creed (religion), sex, sexual orientation, handicaps (physical or mental), age, marital status, family status, or the receipt of public assistance or record of offences.