Associate Financial Advisor
Build Trusted Client Relationships and a Meaningful Career
Irons Financial Services Inc. | Co-operators
Simcoe, Ontario
Some advisory positions expect you to spend every day chasing the next sale.
This isn't one of them.
At Irons Financial Services, exceptional financial advice begins with trust, thoughtful conversations, and helping clients make confident decisions. We're looking for an experienced financial professional who enjoys building lasting relationships, delivering meaningful advice, and growing within a supportive, community-focused agency.
This opportunity is well suited to someone with experience in financial services, insurance, wealth management, banking, or another client-focused advisory environment who is ready for the next step in their career.
The Opportunity
As an Associate Financial Advisor, you will help individuals, families, and business owners protect what matters most and plan confidently for the future through financial planning conversations, insurance and investment solutions, retirement planning, and ongoing relationship management.
Business development is important, but growth is expected to come through trusted relationships, referrals, networking, and an exceptional client experience—not high-pressure sales tactics.
Location
This role is based in Simcoe, Ontario, within the Brantford, Hamilton, and Norfolk region, offering a generally straightforward commute with less congestion than larger city centres.
What Your Role Will Look Like
Your days will include meeting with clients, conducting financial reviews, identifying opportunities to strengthen their plans, and coordinating appropriate insurance and wealth solutions.
You will build trusted relationships that generate loyalty, referrals, and long-term growth while balancing excellent service, thoughtful business development, and dependable follow-through.
Why Join Irons Financial Services?
You'll be joining an organization that values:
- Relationships before transactions
- Integrity and professionalism
- Continuous learning and career development
- Collaboration, community involvement, and mutual support
We're committed to helping the right individual build a rewarding, long-term advisory career.
Who Will Thrive Here
This opportunity is ideal for someone who:
- Has at least three years of experience in financial services or another relationship-driven advisory profession
- Enjoys helping clients make informed financial decisions and naturally builds trust
- Is comfortable developing new business through relationships, referrals, and networking
- Takes ownership, follows through on commitments, and wants to continue growing professionally
Qualifications
We're seeking professionals with a minimum of three years of experience in financial services, wealth management, banking, insurance, investment services, or relationship management.
The following licences, experience, and designations will be considered strong assets:
· LLQP License
· Mutual Funds License
· CFP, CLU, PFA, CHS, or related designations
Compensation & Benefits
Compensation includes:
- Base salary of $55,000–$75,000
- Commission opportunities
- Performance bonuses
- Estimated total earnings potential of $75,000–$120,000+
- Health and dental benefits
- RRSP matching
- Professional development support
- Licensing assistance
- Paid vacation
About the Hiring Process
This hiring process is being managed by Leading Advisor, a firm specializing in structured hiring for financial and insurance agencies.
Qualified candidates will participate in a professional, multi-stage process designed to identify individuals who can thrive within the agency and build a long-term career.
Ready to Build Something Meaningful?
If you're looking for an opportunity where professional advice, trusted relationships, and long-term career development matter more than transactional selling, we'd welcome the opportunity to learn more about you.
Please submit your resume.
Only candidates selected for the next stage will be contacted.
Job Type: Full-time
Pay: $55,000.00-$120,000.00 per year
Benefits:
- Dental care
- Extended health care
- RRSP match
Application question(s):
- How many years of experience do you have working in financial services, banking, insurance, wealth management, investments, or another client advisory role?
- Less than 3 years
- 3–5 years
- 6–10 years
- 10+ years
- Which best describes your primary experience?
- Financial Planning / Wealth Management
- Insurance
- Banking
- Investment Services
- Relationship Management
- Other Financial Services
- Which of the following licences or designations do you currently hold? (Select all that apply.)
- LLQP
- Mutual Fund Licence
- CFP
- CLU
- CHS
- PFA
- None of the above
- This role requires developing new business primarily through referrals, networking, and relationship-building. How comfortable are you with this responsibility?
- Very comfortable
- Somewhat comfortable
- Limited experience
- Not comfortable
- This position is based in Simcoe, Ontario. Are you able to reliably commute to the office and surrounding client meetings?
- Yes
- No
- Why are you interested in this Associate Financial Advisor opportunity? (Short written response.)
- Are you legally authorized to work in Canada?
- Yes
- No
Work Location: In person
