Hybrid Insurance

4 days ago

Calgary AB, Calgary Census Division, AB; Alberta, Canada Qopia Financial Full-time

Qopia Financial in Calgary, AB seeks an Insurance Financial Advisor for a full-time, hybrid role focusing on investments and financial planning. You will meet with clients, tailor recommendations, and explain insurance products and mandates, integrating insurance strategies into comprehensive plans.

Responsibilities include maintaining client records, staying updated on regulations, and supporting business development through networking and client outreach while servicing existing accounts.

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