Associate Financial Advisor

Kelly Services is recruiting on behalf of our client for an Associate Financial Advisor to join a well‑established and growing financial services agency in Brantford. This is an excellent opportunity for an experienced financial services professional looking to grow their career with a supportive team, an established client base, and strong earning potential.

What You’ll Do

• Support development of the agency operation through the sales and profitable growth of life and wealth management products
• Service and support the life and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products
• Proactively complete client reviews focusing on life and wealth management products
• Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan
• Complete front line risk assessment and selection, following underwriting guidelines
• Achieve individual goals for client service, sales, quality and productivity, and contribute to the achievement of overall agency sales and growth goals
• Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility
• Support programs to build multi-client relationships
• Respond to and investigate client questions and concerns, resolve client complaints and elevate issues appropriately
• Support the agency team in their daily activities

What We’re Looking For

• 3‑5 years experience in financial services, including banking, wealth management, life insurance, financial planning, or general insurance
• LLQP (Life License) or Mutual Fund License required (or actively working toward completion)
• Strong relationship‑building, communication, and client service skills
• Comfortable using Microsoft Office and working in a technology‑driven environment
• Valid driver’s license and the ability to successfully complete a Criminal Record and Consumer History background check

Compensation & Benefits

• Base Salary: $65,000 annually plus commissions and bonuses on production
• Comprehensive benefits package
• Ongoing training, professional development, and licensing support
• Opportunity to work with an established client base while continuing to grow your own business

Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.

Kelly is committed to providing a workplace environment that is inclusive and respects the dignity of those in our workforce. Consistent with that commitment, Kelly will ensure that persons who are otherwise able to work are not unfairly excluded from doing so based upon any grounds protected by applicable human rights legislation, and will make all reasonable efforts to accommodate the needs of applicants and employees in all employment processes including but not limited to, hiring, advancement, discharge, compensation, or training.

Kelly may use AI‑powered tools during the recruitment and hiring process. For full details, including how Kelly uses AI, your rights, and how to request a reasonable accommodation, visit the Recruitment Artificial Intelligence Notice.