Financial Advisor in Vancouver, BC

4 days ago

Richmond, British Columbia, Canada Co-operators Full time

About the Role

We are seeking a highly motivated and experienced Financial Advisor to join our team at Co-operators. As an exclusive Financial Advisor, you will have the opportunity to build your own insurance agency and work closely with our established company to achieve your goals.

Key Responsibilities

  • Prospect new clients to discuss risk management and financial goals, and conduct reviews to empower clients to make informed decisions.
  • Cultivate strong community relationships to enhance agency visibility and maximize new business opportunities.
  • Develop and execute business, operational, and marketing plans to support sustainability strategies and help Canadian communities become more resilient.
  • Recruit and select talent, coach and mentor employees, and manage team performance to facilitate 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 regularly meeting with clients and/or community members in their environment.
  • You are required to have your own vehicle, valid driver's license, and insurance.
  • You may provide support to clients experiencing personal or financial loss, requiring a high degree of confidentiality and discretion.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment.

Requirements

  • 3-5 years of management experience in the insurance industry or related business experience.
  • Post-secondary education in a related field.
  • Hold a Life license and a General Insurance license, with a Mutual Funds license as an asset.
  • Completed or 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.

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

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