Reporting to the Manager, you will be an integral member of our team responsible for deepening and broadening relationships with existing clients from an assigned block of business, in collaboration with associates in wealth management. This role supports our "Team Code" clients and will involve working closely with another advisor and regular collaboration with the rest of the wealth team.

What you will do:

• Business Development:
  • New Business from general servicing, internal referrals, and warm leads (inside sales) - ($15,000 first year revenue 2026 goal)
  • Business retention
  • Maintain an active pipeline through inside sales activities under own initiatives
• Client Satisfaction:
  • Prepare for client meetings – generate policy summaries, illustrations/calculators, agendas, other items as required
  • Complete General servicing tasks (ex: address changes, beneficiary changes, banking changes) in a timely manner
  • Proactively reach out to clients to review policy or options
  • Ensure client satisfaction through annual survey
• Productivity and Effectiveness:
  • Ensure the smooth application process through to policy placement
  • Maintain accurate client records, add opportunities, and activities in Epic
• Risk Management**:**
  • Adhere to corporate policies & regulatory requirements
  • Ensure complete client files for own clients
  • Maintain client KYCs at 60% within the required 3-year time frame required for updates
• Work with fund companies and dealer to support client needs and ensure follow-up of requests
• Manage the client life cycle to ensure consistency of service at Cowan
• Contribute to the sharing of knowledge, product updates through our team meetings and with other members of the inside sales team
• Performance Metrics**:**
  • General servicing timelines <15 days
  • Client meetings (new clients and reviews) 5/week
  • Proactive reach outs 15/week
  • Client satisfaction NPS >30%
  • KYC (Know your Client) updates in good order (<3years) 60%
  • Adhere to corporate, industry, and dealer/regulator compliance requirements and policies
  • Maintain accurate activity, opportunities, and claims in Epic
  • New Investments - $15,000 first year revenue
  • Renewal revenue $134,095
  • $750,000 active pipeline over rolling 12 months
  • Contribute to revenue target of wealth team ($2,532,441 (2026))

What you will bring:

• University Degree/College Diploma; Minimum of 5 years hands-on investment experience
• Professional Designations (ie: CFP, PFP, QAFP) or working towards an asset.
• Mutual funds license required. Life License (LLQP) required. Ability to obtain the LLQP license within 1 year
• Proven experience with investment structures, such as RRSPs, LIRAs, TFSAs & RRIFs.
• You have a track record of working with investment-centric clients, providing advice and guidance with their portfolios, including mutual funds and ETFs.
• You’re a self-motivated, people-oriented individual with a passion for helping people with their investment and wealth planning needs.
• Ability to resolve problems and manage incoming client inquiries.
• Excellent organizational, negotiation, analytical and interpersonal skills
• Strong working knowledge of MS Office Suite, CRM and financial planning software

Who we are:

Proudly independent and Canadian-owned, Cowan Insurance Group has been a true market leader in the insurance industry since 1927. With an extensive range of product offerings and integrated commercial and personal insurance, group benefits, and wealth management solutions, we provide our clients with outstanding customized, comprehensive insurance and risk management professional advice and placement.

Recognized as one of Canada's Most Admired Cultures and a Canada's Best Managed Companies Platinum Club Member, Cowan Insurance Group's award-winning client-centric approach emphasizes innovation, excellence, and collaboration. Join our team as we prepare for our centennial celebration in 2027!

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.

Grow together

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

• Competitive salary
• Participate in our comprehensive benefits plan on day one — no waiting period
• Company-matched Retirement Savings Plan
• Company-paid training and development courses
• Community involvement
• Hybrid work environment

Are you interested?

Please Apply!

This position is subject to appropriate background checks that may include, credential, employment, credit, criminal and reference checks.

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.

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