Associate Financial Advisor

1 week ago

Shelburne County, Canada Co-operators General Insurance Company Full time

Company:
CGIC/Co-operators

Department:
Retail Sales

Employment Type:
Regular Full-Time

Work Model:
Office Based

Language:
This role operates in English

The Opportunity:


We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy.

That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose.

The best part is that you will work with people that care passionately about you, our clients and our communities.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs.


The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities.

This role may have an opportunity to specialize in one or more product areas such as life, group and wealth.

The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations.

They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.


How you will create impact:

  • Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
  • Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
  • Proactively complete client reviews focusing on life and wealth management products.
  • Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
  • Complete frontline risk assessment and selection, following underwriting guidelines.
  • Complete home, commercial and farm inspections as required.
  • Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
  • Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.

How you will succeed:

  • 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 have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
  • You build trusting relationships and provide guidance to support the development of peers.

To join our team:

  • Life License is required.
  • General or other Insurance License(s) may be required depending on the specialty focus for the role.
  • Meet all provinciallicensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
  • A minimum of two (2) years sales experience or related business or marketing experience is preferred.
  • Knowledge of insurance products and strong underwriting skills is an asset.

What you need to know:

  • You will travel occasionally.
  • You are required to have a valid driver's license and insurance.
  • Strict confidentiality with respect to client's medical history, financial status and other personal information.
  • Extended work hours, including weekends, may be required during peak periods.
  • This role involves direct contact with clients and/or service providers in their environment.

What's in it for you?:

  • Training and development opportunities to grow your career.
  • Opportunities to give back to your community.
  • A competitive compensation package and benefits program.

Licenses & Certifications:
Preferred

  • License Required

  • Associate Financial Advisor

    1 week ago

    Shelburne County, Canada Co-operators Full time

    Company: CGIC/Co-operators Department: Retail Sales Employment Type: Regular Full-Time Work Model: Office Based Language: This role operates in English For More Info Contact: *Name of Recruiter and email address The Opportunity: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and...

  • Associate Financial Advisor

    2 weeks ago

    Shelburne, Canada Co-operators General Insurance Company Full time

    Company: CGIC/Co-operators Department: Retail Sales Employment Type: Regular Full-Time Work Model: Office Based Language: This role operates in English **The Opportunity**: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy....

  • Associate Financial Advisor

    1 week ago

    Shelburne, Canada Co-operators Full time

    Company: CGIC/Co-operators Department: Retail Sales  Employment Type: Regular Full-Time  Work Model: Office Based  Language: This role operates in English  For More Info Contact: *Name of Recruiter and email address  The Opportunity:  We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable...

  • Financial Advisor

    1 week ago

    Shelburne, Canada Scotiabank Full time

    Requisition ID: 181227 Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. **About the role**: **What your role will be** Financial Advisor At Scotiabank we help employees build their futures - where they can be themselves, and win together. With a commitment to diversity and inclusion and a...

  • Financial Advisor

    2 weeks ago

    Norfolk County, Canada Royal Bank of Canada Full time

    **Job Summary** **What is the opportunity?** As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and...

  • Financial Advisor

    1 week ago

    Norfolk County, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You provide your clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals and key life...

  • Financial Security Advisor, Life Insurance

    3 weeks ago

    Frontenac County, Addington County, Loyalist Shores and Southwest Leeds (Inverary), Canada Canadian Forces Morale and Welfare Services - CFMWS Full time

    WHO WE ARE CFMWS. A job with purpose. Our 4000+ person strong organization champions a healthy, fun, creative and active lifestyle for Canadian Armed Forces members, Veterans and their families. Help us deliver a variety of recreation and fitness programs, offer family support, organize charity events and make sure our members access retail, travel and...

  • Student Financial Services Advisor

    3 weeks ago

    Middlesex County, Canada York University Full time

    Purpose: Glendon Student Financial Services is the main source of financial support and assistance for students at the Glendon campus of York University. Our goal is to ensure that all Glendon students have the required funds to successfully complete their studies, and to help them acquire skills in financial literacy that they can use in their personal...

  • Banking Advisor

    1 week ago

    Shelburne County, Canada Royal Bank of Canada> Full time

    Job SummaryWhat is the opportunity?This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and collaborate...

  • Communications Advisor

    2 weeks ago

    Parkland County, Canada Parkland County Full time

    Parkland County, AB, Canada Full Time Mid Level Parkland County has an opportunity for a - permanent, full-time_ Communications Advisor. Reporting to the Director, Communications, the Communications Advisor plans, develops and implements communications that advance the reputation and positive image of Parkland County to the public through timely, accurate...

  • Personal Banking Associate

    4 weeks ago

    Shelburne, Canada PACE Savings and Credit Union Full time

    **Scope of Position** This is a dual role that serves in a unique capacity as ambassador for new/existing members of Alterna. The incumbent must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities for cross-sell, up sell, and meet the needs of all mass market members by providing...

  • Customer Experience Associate

    2 weeks ago

    Shelburne, Canada TD Bank Full time

    **Customer Experience Associate**: - 430814BR **Job Category - Primary** - Retail Banking - Customer Service **Work Location** - 100 Main Street East (Shelburne) **Employment Type** - Regular **City** - Shelburne **Time Type** - Part Time **Province/State** - Ontario **Hours** - 15 **Workplace Model** - Onsite **Pay Details** **Department...

  • Personal Banking Associate

    4 weeks ago

    Shelburne, Canada PACE Savings and Credit Union Full time

    **Scope of Position** This is a dual role that serves in a unique capacity as ambassador for new/existing members of Alterna. The incumbent must quickly and efficiently probe to uncover and assess overall needs of all members (at every contact) and identify opportunities for cross-sell, up sell, and meet the needs of all mass market members by providing...

  • Parts Advisor

    2 weeks ago

    Red Deer County, Canada Cam Clark Ford Red Deer Full time

    _**An excellent opportunity with a quickly growing, dynamic business **_ The Cam Clark Auto Group is seeking a **Parts Advisor **for our **Cam Clark Ford, Red Deer** location**.** With over 16 dealership and car service locations stretching across Alberta, British Columbia, Montana, Washington, and California, Cam Clark Auto Group is an industry leader in...

  • Chief Financial Officer

    3 weeks ago

    Sturgeon County, Canada Barricades & Signs Ltd. Full time

    **ABOUT US** Barricades and Signs is the industry leader for all traffic safety needs in Western Canada. Since 2004, Barricades and Signs has experienced steady growth and can support small scale projects to large scale infrastructure needs. We offer a full range of roadside safety products and onsite traffic services to our customers. We treat our...

  • Communications Advisor

    2 weeks ago

    Parkland County, Canada Parkland County Full time

    Parkland County has an opportunity for a - permanent, full-time_ Communications Advisor. Reporting to the Director, Communications, the Communications Advisor plans, develops and implements communications that advance the reputation and positive image of Parkland County to the public through timely, accurate and integrated communications of Parkland...

  • Banking Advisor

    2 weeks ago

    Shelburne, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday banking, credit, and investment needs. As an RBC ambassador, you add value in the moments that matter most to clients and...

  • Client Advisor

    2 weeks ago

    Haldimand County, Canada Royal Bank of Canada Full time

    **Job Summary** What is the opportunity? As an RBC Ambassador inside our branches, you will put clients first and find solutions to their individual needs. You will champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service and...

  • Parts Advisor

    1 week ago

    Red Deer County, Canada Cam Clark Ford Red Deer Full time

    _An excellent opportunity with a quickly growing, dynamic business _The Cam Clark Auto Group is seeking a Parts Advisor for our Cam Clark Ford, Red Deer location.With over 16 dealership and car service locations stretching across Alberta, British Columbia, Montana, Washington, and California, Cam Clark Auto Group is an industry leader in providing...

  • Procurement Advisor, Pft

    2 months ago

    Haldimand County, Canada Haldimand County Full time

    **THE ROLE** **Procurement Advisor** This is a permanent full-time role at the County, with an annual compensation range of $70,689 - $86,013. **THE OPPORTUNITY** As the Purchasing Coordinator you will provide strategic direction and support for diverse procurement initiatives and activities aligned with approved corporate projects and Council...