We're Hiring - Two Positions Available

 

Looking for 2 Awesome People To Join Our Team!

 

1.  Life Licensed Professional - Full time

Job Summary:

We are looking for a licensed person to join our financial planning team! This is a great opportunity for someone who has been advising for a few years, has a small book of clients of their own and is looking to take their life insurance/financial planning business to the next level. This person would work closely with Rob and gain invaluable insight from his 30+ years in the industry.  

We are looking for someone with the following skills/designations : 

  • LLQP certified (requirement)
  • CFP certified (an asset)
  • Mutual Fund license (an asset)
  • Willing to learn
  • Organized
  • Good with people
  • Driven
  • Attention to detail
  • Community minded

Your Responsibilities Include:

  • Develop new business
  • Joint case work
  • Meet with clients for reviews and planning

Compensation: Salary plus bonus*

*to be determined based on skill and experience

2.  Administrative Support - Part time to start with potential for full time

Job Summary:

 We are looking for an administrative support person at GFG. This role will include maintaining the day to day organization and systems already in place. If you are organized, love people, are a good communicator with interpersonal skills, we’d love to hear from you. 

We are looking for someone with the following skills:

  • LLQP certified (an asset)
  • Professional, friendly and courteous in all interactions with clients
  • Has strong written and verbal communication skills
  • Has great time management and organizational skills
  • Is computer savvy with proficiency in Excel and other Microsoft platforms
  • Experience in office administration

Your Responsibilities Include:

  • Ensuring clients receive professional service and attention, on the phone and in person
  • Management and maintenance of online client databases
  • Communicating with insurance companies to update info and make inquiries
  • Coordinate meetings and organize materials including client summaries
  • Assist with miscellaneous tasks & projects as required
  • Willing to run errands as needed
  • Maintain professional business code of conduct and compliance standards

Compensation of $15-$20/hour based on experience

How to Apply:

Submit your resume with the subject line ‘You're Hiring’ to office@gawthropfinancial.com