Financial Services Leader

3 weeks ago

St Catharines, Ontario, Canada Co-operators Full time
{"title": "Financial Advisor Role", "description": "

As a Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader who manages your own insurance agency with the support of a well-established company.

You will build strong ties to the community and cultivate long-term relationships with clients through the use of our exclusive technology, tools, and processes.

Key responsibilities include prospecting new clients, conducting reviews, and developing business plans to help Canadians assess and implement solutions to meet their financial security needs.

You will also be responsible for cultivating community relationships, recruiting and selecting talent, and ensuring compliance with corporate policies and industry standards.

What to expect:

  • You will be away from the office on a regular basis meeting with clients and/or members of the community.
  • 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, 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.

To be successful:

  • You must remain focused and optimistic in the pursuit of a goal, despite barriers, and allocate time and resources to effectively manage the sales portfolio.
  • You must successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client-centric lens.
  • You must have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
  • You must facilitate the adoption of change and create a high-performance culture through alignment of your team's work with organizational goals.
  • You must use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.

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 licence and a General Insurance licence, with a Mutual Funds licence 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.
", "requirements": "

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 licence and a General Insurance licence, with a Mutual Funds licence as an asset.
  • Completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
", "what_we_offer": "

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.
", "lang_code": "en"}

  • Financial Services Leader

    1 month ago

    St. Catharines, Ontario, Canada Co-operators Full time

    {"title": "Financial Advisor Role Overview", "content": "As a Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader who manages your own insurance agency with the support of a well-established company.You will build strong ties to the community and cultivate long-term relationships with clients through the use of our exclusive...

  • Financial Services Leader

    1 month ago

    St. Catharines, Ontario, Canada Co-operators Full time

    {"title": "Financial Advisor Role Overview", "content": "As a Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader who manages your own insurance agency with the support of a well-established company.You will build strong ties to the community and cultivate long-term relationships with clients through the use of our exclusive...

  • Entrepreneurial Financial Services Leader

    4 weeks ago

    St. Catharines, Ontario, Canada Co-operators Full time

    About the Role:We are seeking a highly motivated and entrepreneurial Financial Services Leader to join our team as an exclusive Financial Advisor of Co-operators. As a leader in the insurance industry, you will have the opportunity to build your own insurance agency with the full support of a well-established company.Key Responsibilities:Prospect and acquire...

  • Entrepreneurial Financial Services Leader

    2 months ago

    St. Catharines, Ontario, Canada Co-operators Full time

    About the Role:We are seeking a highly motivated and entrepreneurial Financial Services Leader to join our team as an exclusive Financial Advisor of Co-operators. As a leader in the insurance industry, you will have the opportunity to build your own insurance agency with the full support of a well-established company.Key Responsibilities:Prospect and acquire...

  • Financial Services Leader in Ontario

    1 week ago

    St. Catharines, Ontario, Canada Co-operators Full time

    As a Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader who manages 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 our exclusive technology, tools, and processes, you will help...

  • Financial Advisor

    2 weeks ago

    St. Catharines, Ontario, Canada Sun Life Financial Full time

    Unlock Your Potential as a Financial Advisor at Sun Life FinancialAre you a motivated and goal-oriented individual looking to build a rewarding career in finance? Do you enjoy helping others achieve their financial goals and securing their financial futures? If so, we invite you to explore the exciting opportunities available to you as a Financial Advisor at...

  • Financial Advisor

    3 weeks ago

    St. Catharines, Ontario, Canada Sun Life Financial Full time

    Unlock Your Potential as a Financial Advisor at Sun Life FinancialAre you a motivated and goal-oriented individual looking to build a rewarding career in finance? Do you enjoy helping others achieve their financial goals and securing their financial futures? If so, we invite you to explore the exciting opportunities available to you as a Financial Advisor at...

  • Financial Advisor

    3 weeks ago

    St. Catharines, Ontario, Canada Sun Life Financial Full time

    Unlock Your Potential as a Financial Advisor at Sun Life FinancialAre you a motivated and goal-oriented individual looking to build a rewarding career in finance? Do you enjoy helping others achieve their financial goals and securing their financial futures? If so, we invite you to explore the exciting opportunities available to you as a Financial Advisor at...

  • Financial Services Associate

    1 week ago

    St. Catharines, Ontario, Canada RBC Dominion Securities Inc. Full time

    Job Opportunity:RBC Dominion Securities Inc. is seeking a skilled and detail-oriented individual to join our team as a Financial Services Associate.Key Responsibilities:Maintain existing client accounts and identify opportunities to contact clients.Respond to client inquiries in an understanding and time-efficient manner.Provide proactive client service and...

  • Sun Life Financial Advisor Opportunity

    2 weeks ago

    St. Catharines, Ontario, Canada Sun Life Financial Full time

    Are you looking for a career that offers unlimited earning potential and the freedom to build your own business? As a Sun Life Financial Advisor, you will have the opportunity to work with clients to help them achieve their financial goals and live healthier lives.Key Responsibilities:Build relationships with clients and understand their financial needs and...

  • Sun Life Financial Advisor Opportunity

    2 weeks ago

    St. Catharines, Ontario, Canada Sun Life Financial Full time

    Are you looking for a career that offers unlimited earning potential and the freedom to build your own business? As a Sun Life Financial Advisor, you will have the opportunity to work with clients to help them achieve their financial goals and live healthier lives.Key Responsibilities:Build relationships with clients and understand their financial needs and...

  • Financial Services Associate

    3 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAt Royal Bank of Canada, we are seeking a highly skilled and motivated Associate to join our team. As a key member of our Advisory Team, you will provide exceptional client service and support to our clients and advisors.Key ResponsibilitiesCoordinate and prepare meetings for advisors with clients and prospectsProvide proactive client service with...

  • Financial Services Associate

    3 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryAt Royal Bank of Canada, we are seeking a highly skilled and motivated Associate to join our team. As a key member of our Advisory Team, you will provide exceptional client service and support to our clients and advisors.Key ResponsibilitiesCoordinate and prepare meetings for advisors with clients and prospectsProvide proactive client service with...

  • Associate - Financial Services

    4 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Associate to provide administrative support to our successful Advisory Team. As a key member of our team, you will play a critical role in delivering exceptional client service and helping to deepen relationships with existing clients.Key ResponsibilitiesCoordinate and prepare meetings for...

  • Associate - Financial Services

    4 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Associate to provide administrative support to our successful Advisory Team. As a key member of our team, you will play a critical role in delivering exceptional client service and helping to deepen relationships with existing clients.Key ResponsibilitiesCoordinate and prepare meetings for...

  • Associate - Financial Services

    4 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Associate to provide administrative support to our successful Advisory Team. As a key member of our team, you will play a vital role in delivering exceptional client service and helping to deepen relationships with existing clients.Key ResponsibilitiesCoordinate and prepare meetings for...

  • Associate - Financial Services

    4 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Associate to provide administrative support to our successful Advisory Team. As a key member of our team, you will play a vital role in delivering exceptional client service and helping to deepen relationships with existing clients.Key ResponsibilitiesCoordinate and prepare meetings for...

  • Associate - Financial Services

    3 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Associate to provide administrative support to our successful Advisory Team. As a key member of our team, you will play a vital role in delivering exceptional client service and helping to deepen relationships with existing clients.Key ResponsibilitiesCoordinate and prepare meetings for...

  • Associate - Financial Services

    3 weeks ago

    St. Catharines, Ontario, Canada Royal Bank of Canada Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Associate to provide administrative support to our successful Advisory Team. As a key member of our team, you will play a vital role in delivering exceptional client service and helping to deepen relationships with existing clients.Key ResponsibilitiesCoordinate and prepare meetings for...

  • Financial Services Professional

    4 weeks ago

    St. Catharines, Ontario, Canada Scotiabank Full time

    About the RoleSenior Financial AdvisorAs a Senior Financial Advisor at Scotiabank, you will play a key role in helping our customers achieve their financial goals. You will be responsible for providing expert advice and guidance on a range of financial products and services, including investments, borrowing solutions, and day-to-day banking.Key...