Financial Advisor in Spirit River, AB

6 days ago

Spirit River, Canada Co-operators Full time

About the Opportunity

As a Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader who will manage 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 the use of our exclusive technology, tools, and processes, you will help Canadians assess, define, and implement solutions to meet their financial security needs.

Key Responsibilities

  • 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.

What to Expect

  • 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.

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 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.

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