Financial Services Leader

1 week ago

Leduc, 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

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

Your Impact

  • Prospect new clients to openly discuss risk management and financial goals and conduct reviews with clients to empower them to make informed decisions.
  • Cultivate strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
  • Develop and execute business, operational, and marketing plans and support sustainability strategies to help Canadian communities become more resilient.
  • Recruit and select talent, coach and mentor employees, and manage your team's performance to facilitate their development and achieve agency goals.
  • Ensure maintenance of required licenses, compliance with ethical behavior, and conformity with corporate policies, industry standards, and legal regulations.

Your Success Factors

  • 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 successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client-centric lens.
  • 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.
  • You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.

Requirements

  • 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 license and a General Insurance license, with a Mutual Funds license as an asset.
  • You have completed or are 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.

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