Licensed Associate, Insurance & Investments

Overview

Position Title: Licensed Associate, Insurance & Investments

Location: London, Ontario.

Employment Type: Full-time, permanent.

Role Requirement: MUST have LLQP license.

Our Purpose

Harvest is a Canadian leader in business services, and integrated financial, tax and estate planning solutions. For more than 25 years, Harvest has supported small businesses with strategic guidance, long-term planning, and complete financial support for every stage of business and life. We’re committed to standing behind the communities and businesses that rely on us, for generations to come.

About the team

Our Harvest Financial team offers services spanning life and legacy planning, wealth accumulation and growth, and income and lifestyle protection. This team is responsible for developing tailored financial plans, guidance, and strategies for Canadian farm and small business owners.

What will your typical day look like?

As Licensed Associate, Insurance & Investments, you will..

• Assist in developing and executing the strategic vision and business plan for the Insurance and Investment Division
• Lead the division's team in setting and achieving growth targets, profitability goals, and operational benchmarks
• Oversee the development, pricing, and distribution of insurance and investment products
• Build and maintain relationships with key shareholders, advisors, industry partners, regulators, and major clients
• Ensure compliance with all relevant regulatory requirements across multiple jurisdictions
• Drive innovation in product development and service delivery to maintain competitive advantage
• Optimize operational processes and leverage technology to improve efficiency and customer experience
• Maintain regular client engagement to understand financial needs and provide appropriate investment and financial service solutions.
• Manage divisional P&L with full accountability for financial performance
• Represent the division in corporate executive meetings and Board of Directors presentations
• Day to day management of Harvest Financial team.

What sets you apart

You are someone with..

• LLQP license required
• 3+ years of progressive experience in insurance and/or investment management industries
• Minimum 2 years in a leadership role with P&L responsibility
• A revenue-focused professional
• Deep understanding of insurance products, investment vehicles, and relevant regulatory frameworks
• Proven track record of driving business growth and profitability
• Strong financial acumen and strategic planning capabilities
• Excellent relationship management skills with internal and external stakeholders
• Industry certifications (e.g., CLU, ChFC, CFA, CFP) beneficial

Total Rewards

Our Total Rewards Package includes a base salary and bonus program, along with health and dental benefits and RRSP matching.

Our Promise to Our People: A Place Where Your Potential Can Thrive

Be yourself and grow with us. We’re a collaborative team that values learning, development, and meaningful contribution at every stage of your career. We believe diverse perspectives make us stronger. Across our organization, we work together to deliver financial solutions that support Canadian small business owners and farmers. Leadership takes many forms here… from guiding teams to building relationships and driving expertise. We support growth at every level.

At our core, we offer the opportunity to build a purposeful career, expand your skills, and make a lasting impact.

The next step is yours

Trusted by over 20,000 small business owners, Harvest brings world-class financial expertise to the heart of your rural community. Our extensive network gives clients access to the top financial and estate planning advisors, while our personalized approach ensures every solution aligns with your goals and values.

With decades of experience, we're committed to earning your trust, supporting your goals, and growing your tomorrow. If you envision yourself thriving in this supportive and dynamic environment, we encourage you to Apply Today!

The internal job title for this position may differ from the title listed in this posting.

We are an equal opportunity employer and are committed to building a diverse and inclusive workplace that reflects the communities we serve across Canada. We welcome applications from all qualified individuals, including but not limited to women, members of visible minorities, Indigenous Peoples, persons with disabilities, members of the 2SLGBTQIA+ community, and others who may contribute to the diversification of our workforce.

Accommodations are available on request during all stages of the recruitment and selection process, in accordance with applicable human rights and accessibility legislation across Canada. If you require any accommodations such as alternate formats of materials or accessible meeting rooms, please let us know and we will work with you to meet your needs.