Associate Financial Advisor for Irons Financial Services Inc. | Co-operators
Top Benefits
About the role
Are you passionate about helping people achieve their financial goals while building a rewarding career? If so, Irons Financial Services Inc. | Co-operators is looking for an Associate Financial Advisor to join their growing team.
About Irons Financial
For over eight years, Irons Financial Services has provided personalized insurance and financial solutions throughout Norfolk and Simcoe. Their services include Home & Auto, Commercial & Farm Insurance, Life Insurance, Wealth Management, and Group Benefits, allowing clients to receive comprehensive financial advice under one roof.
Why Join Irons Financial Services?
Build a long-term career with a growing agency Collaborative, supportive team environment Opportunity to develop your own client portfolio Meaningful work helping clients make informed financial decisions
What They Offer
Compensation
Base salary of $55,000–$75,000, plus commissions and bonus opportunities with total earning potential of $75,000–$120,000+
Benefits & Perks
Full-time, permanent position Hybrid work environment with flexibility Must be willing to commute to the Simcoe office a couple of days per week and meet with clients as required Employer-paid health and dental benefits RRSP matching program Paid vacation, personal and volunteer days Licensing assistance and professional development support Performance-based compensation structure
What You’ll Do
Financial Planning & Advice Conduct client discovery and financial review meetings Help clients identify financial goals and priorities Recommend appropriate wealth, life insurance, retirement, and financial protection solutions Assist clients with retirement and investment planning Prepare recommendations and financial presentations Maintain accurate, compliant client documentation
Relationship Management Build meaningful, long-term relationships with clients Provide exceptional client service through proactive communication and regular reviews Conduct annual reviews and follow-up meetings Collaborate with specialists and team members to deliver comprehensive financial solutions Deliver a consistently positive client experience
Business Development Develop your own portfolio through referrals, networking, and community involvement Build relationships with centres of influence Support agency marketing and growth initiatives Identify opportunities to provide additional value and advice Contribute to the continued growth and success of the agency
What You Bring
2–3+ years of experience in financial services, banking, wealth management, insurance, investments, mortgage lending, relationship management, or business development Mutual Funds Licence (required) Strong relationship-building and communication skills Passion for helping clients achieve their financial goals Self-motivated with a proactive, solutions-oriented approach Strong organizational skills and attention to detail College diploma, university degree, or equivalent professional experience Valid driver’s licence and reliable transportation Ability to obtain additional licensing as required Successful completion of criminal background and credit checks
Preferred Qualifications
LLQP Licence CFP, CLU, CHS, PFA, or related financial planning designation Experience providing financial planning, investment, or insurance advice
This Role Is Likely Not a Fit If
You prefer a fully remote position You are uncomfortable networking or developing new business You avoid accountability or performance expectations
What You Can Expect Clear expectations and measurable goals Coaching, mentorship, and professional development Opportunities to build and manage your own client portfolio Autonomy, ownership, and long-term career growth
To apply, please send your resume to recruitment@hrcovered.com by July 24th, 2026.
Not the right fit? Search for Associate Financial Advisor for Irons Financial Services Inc. jobs in Norfolk, Ontario, Canada
About HR Covered Inc.
It can be a lot to handle all the HR stuff yourself, especially when you're busy running a small business or a nonprofit.
Think about it this way: what if you didn't have to? We're a 100% Canadian HR company, and we're here to be your go-to partner.
We'll handle the HR work so you can get back to what you're passionate about.
Here’s what that looks like: ✔️ You'll be confident and ready for anything. We write your policies for you and keep a close eye on all the latest labour laws. That means you're always compliant and audit-ready. ✔️ You'll have an expert in your corner. When a tough situation comes up with an employee, you won’t have to guess what to do. You'll have us to guide you, whether it’s a difficult conversation or deciding on progressive discipline. ✔️ You'll get a real person on the other end. Whenever you need advice, we're just a call away.
Basically, we take all the HR stress off your plate. You get to focus on your mission, and we'll handle the rest. :)
Similar Jobs
Associate Financial Advisor for Irons Financial Services Inc. | Co-operators
Top Benefits
About the role
Are you passionate about helping people achieve their financial goals while building a rewarding career? If so, Irons Financial Services Inc. | Co-operators is looking for an Associate Financial Advisor to join their growing team.
About Irons Financial
For over eight years, Irons Financial Services has provided personalized insurance and financial solutions throughout Norfolk and Simcoe. Their services include Home & Auto, Commercial & Farm Insurance, Life Insurance, Wealth Management, and Group Benefits, allowing clients to receive comprehensive financial advice under one roof.
Why Join Irons Financial Services?
Build a long-term career with a growing agency Collaborative, supportive team environment Opportunity to develop your own client portfolio Meaningful work helping clients make informed financial decisions
What They Offer
Compensation
Base salary of $55,000–$75,000, plus commissions and bonus opportunities with total earning potential of $75,000–$120,000+
Benefits & Perks
Full-time, permanent position Hybrid work environment with flexibility Must be willing to commute to the Simcoe office a couple of days per week and meet with clients as required Employer-paid health and dental benefits RRSP matching program Paid vacation, personal and volunteer days Licensing assistance and professional development support Performance-based compensation structure
What You’ll Do
Financial Planning & Advice Conduct client discovery and financial review meetings Help clients identify financial goals and priorities Recommend appropriate wealth, life insurance, retirement, and financial protection solutions Assist clients with retirement and investment planning Prepare recommendations and financial presentations Maintain accurate, compliant client documentation
Relationship Management Build meaningful, long-term relationships with clients Provide exceptional client service through proactive communication and regular reviews Conduct annual reviews and follow-up meetings Collaborate with specialists and team members to deliver comprehensive financial solutions Deliver a consistently positive client experience
Business Development Develop your own portfolio through referrals, networking, and community involvement Build relationships with centres of influence Support agency marketing and growth initiatives Identify opportunities to provide additional value and advice Contribute to the continued growth and success of the agency
What You Bring
2–3+ years of experience in financial services, banking, wealth management, insurance, investments, mortgage lending, relationship management, or business development Mutual Funds Licence (required) Strong relationship-building and communication skills Passion for helping clients achieve their financial goals Self-motivated with a proactive, solutions-oriented approach Strong organizational skills and attention to detail College diploma, university degree, or equivalent professional experience Valid driver’s licence and reliable transportation Ability to obtain additional licensing as required Successful completion of criminal background and credit checks
Preferred Qualifications
LLQP Licence CFP, CLU, CHS, PFA, or related financial planning designation Experience providing financial planning, investment, or insurance advice
This Role Is Likely Not a Fit If
You prefer a fully remote position You are uncomfortable networking or developing new business You avoid accountability or performance expectations
What You Can Expect Clear expectations and measurable goals Coaching, mentorship, and professional development Opportunities to build and manage your own client portfolio Autonomy, ownership, and long-term career growth
To apply, please send your resume to recruitment@hrcovered.com by July 24th, 2026.
Not the right fit? Search for Associate Financial Advisor for Irons Financial Services Inc. jobs in Norfolk, Ontario, Canada
About HR Covered Inc.
It can be a lot to handle all the HR stuff yourself, especially when you're busy running a small business or a nonprofit.
Think about it this way: what if you didn't have to? We're a 100% Canadian HR company, and we're here to be your go-to partner.
We'll handle the HR work so you can get back to what you're passionate about.
Here’s what that looks like: ✔️ You'll be confident and ready for anything. We write your policies for you and keep a close eye on all the latest labour laws. That means you're always compliant and audit-ready. ✔️ You'll have an expert in your corner. When a tough situation comes up with an employee, you won’t have to guess what to do. You'll have us to guide you, whether it’s a difficult conversation or deciding on progressive discipline. ✔️ You'll get a real person on the other end. Whenever you need advice, we're just a call away.
Basically, we take all the HR stress off your plate. You get to focus on your mission, and we'll handle the rest. :)