Financial Services Advisor in Vancouver, BC

4 weeks ago


Vancouver, British Columbia, Canada Co-operators Full time

Position: Financial Advisor at Co-operators Insurance

Department: Retail Sales

Employment Type: Regular Full-Time

Work Model: Hybrid

Language: English

Job Grade: 0-Not Applicable

Job Overview

As a Financial Advisor with Co-operators, you will have the opportunity to establish and oversee your own insurance practice, backed by the resources of a reputable organization. Your role will involve collaborating with clients to evaluate their financial protection requirements and offering tailored solutions utilizing advanced technology and tools.

Key Responsibilities:

  • Identify and engage potential clients while conducting assessments to facilitate informed choices.
  • Cultivate strong relationships within the community to enhance business prospects.
  • Formulate and implement strategic business, operational, and marketing initiatives.
  • Recruit and lead team members to fulfill agency objectives.
  • Adhere to ethical guidelines and legal standards.

Expectations:

  • Regularly meet with clients and community stakeholders.
  • Possess a vehicle, valid driver's license, and insurance coverage.
  • Provide confidential and discreet support to clients.
  • Complete background checks as part of the hiring process.

Qualifications:

  • 3-5 years of leadership experience in insurance or a related sector.
  • Post-secondary education in a relevant discipline.
  • Hold licenses in Life, General Insurance, and Mutual Funds.
  • Actively pursuing professional designations such as CFP, CLU, or CHFC.

Benefits:

  • Opportunities for training and professional development.
  • Engagement in community initiatives.
  • Competitive salary and benefits package.

Expected Salary Range: $80,000 - $90,000 + commission



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