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Financial Services Professional in Coquitlam, BC
2 months ago
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.