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Financial Advisor

3 months ago

Fort Erie, Canada The Co-operators Full time

As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.

***What you’re responsible for**:

- Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
- Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
- Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
- Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
- Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.

**What to expect**:

- You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
- You are required have your own vehicle, valid driver’s license and insurance.
- You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.

**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 have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
- You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.

**To join our team**:

- You have 3-5 years of people leadership experience or related business experience.
- You have completed post-secondary education, a degree or diploma issued by an accredited college or university.
- You possess or willing to obtain a Life license (LLQP) and a General Insurance license (OTL); with a Mutual Funds license considered an asset.
- You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.

**What we offer**:

- Partnership with our internal team of advanced financial planning experts and resources of the wealth planning, and insurance planning specialist.
- Training and development opportunities to grow your career with one of Canada’s Best Employers.
- Internal resources to support marketing and advertising needs.
- Opportunities to give back to your community with the backing and support of Co-operators brand.
- A competitive compensation package and benefits program.

**Become a Financial Advisor with The Co-operators**: