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Financial Advisor in Ottawa, On
3 months ago
**Company**: CGIC/Co-operators
**Department**: Retail Sales
**Employment Type**: Regular Full-Time
**Work Model**: Office Based
**Language**: Fluent in English is required, French is an asset
**Job Grade**: 0-Not Applicable
**For More Info Contact**: Trina Jimmo
**The Opportunity**
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 The 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 management experience in the insurance industry or related business experience.
- You have post-secondary education in a related field.
- You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as 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**:
- Training and development opportunities to grow your career with one of Canada’s Best Employers.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.