Financial Services Leader

2 weeks ago

Edmonton, Alberta, Canada Co-operators Full time

About The Co-operators

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to deliver on this strategy, and we prioritize our people to ensure we provide a strong culture and development opportunities that enable our team to thrive and live our purpose.

The Opportunity

We are seeking a high-achieving business builder to manage their own insurance agency with the full support of an established company. As an exclusive Financial Advisor of The Co-operators, you will build strong, visible ties to the community and cultivate long-term relationships with your clients.

Key Responsibilities

  • 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 licenses, 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.
  • Hold a Life license and a General Insurance license, with a 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 You Need to Know

  • 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 to 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.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

What's in it for You

  • Training and development opportunities to grow your career.
  • Opportunities to give back to your community.
  • A competitive compensation package and benefits program.

  • Financial Control Team Leader

    4 weeks ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    Position OverviewThe Financial Control Supervisor plays a crucial role in overseeing financial operations within Biznes Financial Services Inc. This position demands a strong educational background and relevant experience to ensure effective management of financial transactions and reporting.Educational RequirementsCompletion of College or CEGEP programKey...

  • Strategic Financial Leader

    2 days ago

    Edmonton, Alberta, Canada Alberta Pensions Services Corporation (APS) Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Financial Leader to join our team at Alberta Pensions Services Corporation (APS). As a key member of our executive team, you will play a critical role in driving financial excellence and strategic growth within our organization.Key ResponsibilitiesStrategic Vision and Leadership: Partner...

  • Strategic Financial Leader

    3 days ago

    Edmonton, Alberta, Canada Alberta Pensions Services Corporation (APS) Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Financial Leader to join our team at Alberta Pensions Services Corporation (APS). As a key member of our executive team, you will play a critical role in driving financial excellence and strategic growth within our organization.Key ResponsibilitiesStrategic Vision and Leadership: Partner...

  • Chief Financial Officer

    1 week ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at Biznes Financial Services Inc. As a key member of our leadership team, you will play a critical role in driving the financial strategy and direction of the organization.Key ResponsibilitiesFinancial Planning and AnalysisDevelop and implement financial...

  • Chief Financial Officer

    3 days ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at Biznes Financial Services Inc. As a key member of our leadership team, you will play a critical role in driving business growth and success.Key ResponsibilitiesFinancial Planning and StrategyDevelop and implement financial plans and strategies to achieve...

  • Chief Financial Officer

    3 days ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at Biznes Financial Services Inc. As a key member of our leadership team, you will play a critical role in driving business growth and success.Key ResponsibilitiesFinancial Planning and StrategyDevelop and implement financial plans and strategies to achieve...

  • Chief Financial Officer

    3 days ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at Biznes Financial Services Inc. As a key member of our leadership team, you will play a critical role in driving business growth and success.Key ResponsibilitiesFinancial Planning and StrategyDevelop and implement financial plans and strategies to achieve...

  • Chief Financial Officer

    3 days ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    About the RoleWe are seeking a highly skilled and experienced Chief Financial Officer to join our team at Biznes Financial Services Inc. As a key member of our leadership team, you will play a critical role in driving business growth and success.Key ResponsibilitiesFinancial Planning and StrategyDevelop and implement financial plans and strategies to achieve...

  • Strategic Financial Leader

    7 hours ago

    Edmonton, Alberta, Canada Alberta Pensions Services Corporation (APS) Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Financial Leader to join our team at Alberta Pensions Services Corporation (APS). As a key member of our executive team, you will play a critical role in driving financial excellence and strategic planning within our organization.Key ResponsibilitiesStrategic Vision and Leadership:...

  • Strategic Financial Leader

    4 hours ago

    Edmonton, Alberta, Canada Alberta Pensions Services Corporation (APS) Full time

    About the RoleWe are seeking a highly skilled and experienced Strategic Financial Leader to join our team at Alberta Pensions Services Corporation (APS). As a key member of our executive team, you will play a critical role in driving financial excellence and strategic planning within our organization.Key ResponsibilitiesStrategic Vision and Leadership:...

  • Financial Services Specialist

    5 days ago

    Edmonton, Alberta, Canada Caishen Financial Services Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Services Specialist to join our team at Caishen Financial Services Inc. As a key member of our organization, you will play a critical role in ensuring the compliance of our financial services and institutions with governing legislation and regulations.Key ResponsibilitiesAnalyze Clients' Financial...

  • Financial Services Specialist

    5 days ago

    Edmonton, Alberta, Canada Caishen Financial Services Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Services Specialist to join our team at Caishen Financial Services Inc. As a key member of our organization, you will play a critical role in ensuring the compliance of our financial services and institutions with governing legislation and regulations.Key ResponsibilitiesAnalyze Clients' Financial...

  • Financial Services Specialist

    1 week ago

    Edmonton, Alberta, Canada Caishen Financial Services Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Services Specialist to join our team at Caishen Financial Services Inc.Key ResponsibilitiesAnalyze Client Financial RecordsReview and Examine Financial Services and InstitutionsNegotiate with Corporations and GovernmentRequirementsEducation: Bachelor's degreeExperience: 2 years to less than 3...

  • Financial Services Specialist

    3 days ago

    Edmonton, Alberta, Canada Caishen Financial Services Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Services Specialist to join our team at Caishen Financial Services Inc. As a key member of our organization, you will play a critical role in ensuring the compliance of our financial services and institutions with governing legislation and regulations.Key ResponsibilitiesAnalyze Clients' Financial...

  • Financial Services Specialist

    3 days ago

    Edmonton, Alberta, Canada Caishen Financial Services Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Services Specialist to join our team at Caishen Financial Services Inc. As a key member of our organization, you will play a critical role in ensuring the compliance of our financial services and institutions with governing legislation and regulations.Key ResponsibilitiesAnalyze Clients' Financial...

  • Financial Services Specialist

    6 days ago

    Edmonton, Alberta, Canada Caishen Financial Services Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Services Specialist to join our team at Caishen Financial Services Inc. As a key member of our team, you will play a critical role in ensuring the compliance of our financial services and institutions with governing legislation and regulations.Key ResponsibilitiesAnalyze Clients' Financial RecordsYou...

  • Financial Services Specialist

    6 days ago

    Edmonton, Alberta, Canada Caishen Financial Services Inc. Full time

    About the RoleWe are seeking a highly skilled Financial Services Specialist to join our team at Caishen Financial Services Inc. As a key member of our team, you will play a critical role in ensuring the compliance of our financial services and institutions with governing legislation and regulations.Key ResponsibilitiesAnalyze Clients' Financial RecordsYou...

  • Financial Services Coordinator

    23 hours ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Clerk to join our team at Biznes Financial Services Inc.Key ResponsibilitiesFinancial Data Management: Compile and maintain accurate records of deposit, loan, and mortgage payments, ensuring timely and efficient processing.Business Operations Support: Prepare and update real estate...

  • Financial Services Coordinator

    21 hours ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Clerk to join our team at Biznes Financial Services Inc.Key ResponsibilitiesFinancial Data Management: Compile and maintain accurate records of deposit, loan, and mortgage payments, ensuring timely and efficient processing.Business Operations Support: Prepare and update real estate...

  • Financial Services Coordinator

    5 days ago

    Edmonton, Alberta, Canada Biznes Financial Services Inc Full time

    About the RoleWe are seeking a highly organized and detail-oriented Financial Clerk to join our team at Biznes Financial Services Inc. As a Financial Clerk, you will play a crucial role in ensuring the smooth operation of our financial processes.Key ResponsibilitiesFinancial Data ManagementCompile and maintain accurate records of financial transactions,...