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Clu Jobs in Ontario (NOW HIRING)

Royal City Recruitment

CA$75K/yr

You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s)

HollisWealth

Investment Advisor

Toronto, ON · Hybrid

Preference will be given to applicants with the following designation, CLU, F.Pl., PFP, QAFP and/or CFP designations * Bilingual [French/English] is an asset Why you'll love working with us * A work ...

Mercer Advisors

Examples, include but not limited to CPA, PFS, JD, CFA, PhD, MS, MBA, MTx, CDFA, CRPC, MSFS, CIMA, AEF, ChFC, CLU, AIF or CPWA. Job Skills: * Strong knowledge of and the ability to present investment ...

IGM Financial

Director, Corporate Channel

Toronto, ON · On-site

$121.50 - $157/hr

Financial Services Designations preferred (CFP, CLU, CFA, CA, CMA etc.) * Comprehensive mutual fund, mortgage and/or insurance industry experience * Performance-driven high achiever with strong sales ...

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Clu information

What is a clu?

Clu jobs typically refer to positions at Clu, a company or platform focused on matching job seekers with roles that fit their skills and values. Working at Clu may involve roles in technology, customer service, data analysis, or recruitment, depending on the specific job. Employees at Clu often collaborate to improve hiring processes, utilize technology to enhance candidate matching, and support both employers and job seekers. The environment is usually fast-paced and innovative, with a focus on diversity and inclusion. If you're interested in joining Clu, it's helpful to research their current openings and learn about their company culture.

What are the key skills and qualifications needed to thrive as a clu?

I'm sorry, but 'Clu' is not recognized as a real-world professional occupation, so I cannot provide an answer.

What are some common challenges faced by data analysts when working with large datasets in a corporate environment?

Data analysts often encounter challenges such as ensuring data accuracy, dealing with incomplete or inconsistent data, and managing data security when working with large datasets. In a corporate environment, analysts must also collaborate closely with departments like IT, finance, and marketing to gather relevant data and align analysis with business goals. Overcoming these challenges typically requires strong technical skills, attention to detail, and effective communication to translate findings into actionable business insights.

What are popular job titles related to Clu jobs in Ontario?

For Clu jobs in Ontario, the most frequently searched job titles are:

What job categories do people searching Clu jobs in Ontario look for?

The top searched job categories for Clu jobs in Ontario are:

Clu jobs near you
Infographic showing various Clu job openings in Ontario as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Financial Services Representative - Wealth Advisor

Georgetown, ON

Royal City Recruitment
See more jobs at Royal City Recruitmentexternal

CA$75K/yr

Full-time

PTO

Re-posted 9 days ago

Job description

Financial Services Representative- Wealth Advisor

As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice with a heavy focus on our Wealth & Life products. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments through outbound prospecting and new client acquisitions.

  • Compensation: 60,000 - $75,000+ commissions. 
  • Vacation
  • Benefits

What you’re responsible for:

• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.

• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.

• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.

• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.

• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.

To be successful:

• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.

• You successfully build plans focused on expanding market penetration and apply an innovative
mindset to improve operational efficiencies, with a client centric lens.

• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.

To join our team:

• You have three years of experience in the financial services industry, including experience in investment and life product sales.

• You have a post-secondary education in a related discipline.

• You hold a Life License and Mutual Funds License.

• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).

What to expect:

• You are required to have your own vehicle, valid driver’s license, and insurance.

• You will travel regularly.

• Extended work hours, including evenings and weekends will be required.

• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.

• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.