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Financial Advisor

1 month ago

Sarnia, Ontario, Canada Co-operators Full time
Job Title: Financial Advisor

Co-operators is seeking a highly motivated and entrepreneurial-minded Financial Advisor to join our team. As a Financial Advisor, you will be responsible for managing your own insurance agency with the full support of our established company.

Key Responsibilities:
  • Prospecting new clients to discuss risk management and financial goals, and conducting reviews to empower clients to make informed decisions.
  • Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities.
  • Developing and executing business, operational, and marketing plans to support sustainability strategies.
  • Recruiting and selecting talent, coaching, and mentoring employees to facilitate their development and achieve agency goals.
  • Maintaining required licenses, ensuring compliance with ethical behavior, and conformity with corporate policies, industry standards, and legal regulations.
Requirements:
  • 3-5 years of management experience in the insurance industry or related business experience.
  • Post-secondary education in a related field.
  • Life license and General Insurance license, with Mutual Funds license as an asset.
  • 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.