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Financial Advisor

4 months ago

Markham, Canada The Co-operators Full time

**Financial Advisor - Bilingual (Mandarin)**:
**中文金融服务代表**:

- (Please see below for the English language version of this Job Description.)_

作为Co-operators保险的独家理财顾问，您是一个拥有企业家精神的领导者。通过Co-operators保险的全力支持，您可以独立管理并运营自己的团队。作为我们签约的独立理财顾问，您需要和社区建立牢固可靠的联系，并维持长久的客户关系。通过使用Co-operators保险的技术、工具和流程，您将帮助加拿大用户评估、确定并执行理财方案，满足他们的财务安全需求。

**Financial Advisor**
- 开拓新客户，讨论风险管理和财务目标，与客户回顾财务状况，帮助他们做出明智的决定。
- 建立可靠的的社区关系，提高代理团队的知名度，开拓业务机会，促进销售，达到增长目标。
- 制定和执行商业计划、运营计划和营销计划，支持可持续发展战略，帮助社区获得财务安全。
- 招募并挑选人才，指导员工，管理团队表现，促进员工发展并达到团队目标。
- 确保持有所需的执业执照，遵守道德行为守则，遵守公司规定、行业标准与法律准则。

**职位描述**
- 开拓新客户，讨论风险管理和财务目标，与客户回顾财务状况，帮助他们做出明智的决定。
- 建立可靠的的社区关系，提高代理团队的知名度，开拓业务机会，促进销售，达到增长目标。
- 制定和执行商业计划、运营计划和营销计划，支持可持续发展战略，帮助社区获得财务安全。
- 招募并挑选人才，指导员工，管理团队表现，促进员工发展并达到团队目标。
- 确保持有所需的执业执照，遵守道德行为守则，遵守公司规定、行业标准与法律准则。

**岗位要求**
- 定期拜访客户与社区居民，与他们进行会面。
- 您需要有自己的交通工具，驾照与保险。
- 可以为失去亲人或出现财务损失的客户提供支持，要求对客户隐私高度保密。
- 在招聘过程中，如果成功入选，最后录取结果将取决于您的Criminal Record与Consumer History调查结果。

**理想人**选**
- 专注自信，不被困境难倒，奋力追求目标，达到目标。合理分配时间与资源，管理销售组合。
- 以客户为中心，制定计划，扩大市场份额，有创新性，提高运营效率。
- 沟通能力强，可以影响或劝说他人采取互惠互利的行动。
- 结合团队与公司目标，善于改变，创造高效率与高业绩的文化。
- 通过批判性思维指导决策过程，应用战略思维，根据优先级别，调整业务计划。

**加入我**们**
- 有3-5年保险行业或相关行业的管理经验
- 大学以上相关专业学历 - 持有Life license和General Insurance license，持有Mutual Funds license可作为加分项
- 正在或已经完成以下证书中的一个：CFP, CLU, CHFC 或 Accredited Financial Planning Designation

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 al