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Financial Services Professional in Coquitlam, BC

2 months ago


Maple Ridge, British Columbia, Canada Co-operators Full time

About Co-operators:

Co-operators is a leading insurance and financial services company that offers a wide range of products and services to individuals and businesses.

Job Summary:

We are seeking a highly motivated and entrepreneurial-minded Financial Advisor to join our team in Coquitlam, BC. As a Financial Advisor, you will be responsible for providing financial planning and advice to clients, as well as selling insurance and investment products.

Key Responsibilities:

  • Provide financial planning and advice to clients, including retirement planning, investment planning, and estate planning.
  • Sell insurance and investment products to clients, including life insurance, health insurance, and investment products.
  • Build and maintain relationships with clients to ensure their ongoing financial needs are met.
  • Stay up-to-date with industry developments and changes in regulations to ensure compliance and provide expert advice to clients.

Requirements:

  • High school diploma or equivalent required; degree in finance or related field an asset.
  • Minimum 2 years of experience in financial services, preferably in a sales or advisory role.
  • Strong communication and interpersonal skills, with the ability to build and maintain relationships with clients.
  • Ability to work in a fast-paced environment and meet sales targets.

What We Offer:

  • Competitive salary and commission structure.
  • Opportunities for career advancement and professional development.
  • Collaborative and dynamic work environment.

Language:

This role operates in English.