Associate Advisor, Investments - Wealth Management

at  Princeton Holdings Limited

Reporting to the Vice President, Wealth Management, 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.

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!

• Deepen and strengthen relationships with existing clients through a responsive and solution-oriented needs analysis.
• Support client investment/portfolio inquiries by leveraging relevant tools & resources to satisfy immediate needs of existing clients
• Proactively source new investment business opportunities within an existing book of business and with Internal partners.
• Understand and adhere to all regulatory and compliance operating standards.