Company Description
At Alfonsi Torosantucci Financial Group , we’re proud to serve our Hamilton community with a client‑first approach and a team that leads with heart, expertise, and collaboration. Whether we’re helping families protect what matters most, guiding clients through financial planning, or supporting local businesses with personalized insurance solutions, our focus is simple: deliver exceptional advice and create a supportive, seamless experience at every step.
Our agency is built on strong relationships — with our clients, our team, and our partners. We’re known for our responsiveness, our commitment to doing what’s right, and the welcoming environment we’ve created for everyone who walks through our doors.
As we continue to grow, our mission remains the same: providing trusted guidance, building long‑term relationships, and making a meaningful impact in the lives of the people and businesses we serve.
If you’re looking for support with financial planning, insurance, or wealth solutions — or you’re simply looking to work with a team that truly cares — we’d love to connect.
Role Description
Client Relations Representative (Growth Path to Associate Advisor) We’re looking for a driven, client‑focused professional to join our team in a Client Relations role with a clear development path to Associate Financial Advisor . This is an ideal opportunity if you’re passionate about helping clients and ready to grow into an advisory career.
What You’ll Do - Deliver an exceptional client experience through proactive service and follow‑up
- Support scheduling, ACE Reviews, outbound calls, and client relationship activities
- Identify opportunities in life, wealth, group, and commercial solutions
- Build your skills through structured coaching, joint fieldwork, and ongoing training
Why This Role Is Different - Built‑in career progression → Full development plan toward Associate Advisor
- Commission + bonus potential tied to clear performance milestones
- Hands‑on mentorship, product training, and licensing support (LLQP)
If you’re ready to grow, earn more, and build a long‑term career in financial advice, we want to meet you.
Qualifications
- Strong Interpersonal Skills and the ability to build and maintain positive relationships with clients
- Relationship‑building skills
- Comfortable in a fast‑paced, tech‑enabled environment
- Customer service or sales experience is an asset
- Growth mindset and interest in financial services
- Expertise in Client Relations and a commitment to achieving high levels of Client Satisfaction
- Proven skills in Client Support and effective, professional Communication
- Attention to detail, organizational abilities, and problem-solving skills
- Proficiency in CRM tools and basic office software
- Capability to work independently and in a team environment
- Prior experience in financial or customer service-related industries is a plus
- Bachelor's degree in Business, Communication, or a related field preferred
