Financial Advisor in Vancouver, BC

1 month ago


Burnaby, British Columbia, Canada Co-operators Full time

Company Overview:

Co-operators is a leading insurance company that offers a range of financial solutions to Canadians. As a Financial Advisor, you will be responsible for building strong relationships with clients and helping them achieve their financial goals.

Key Responsibilities:

  • Prospecting new clients and conducting reviews to empower them to make informed decisions.
  • Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities.
  • Developing and executing business, operational, and marketing plans to support sustainability strategies.
  • Recruiting and selecting talent, coaching, and mentoring employees to facilitate their development and achieve agency goals.
  • Maintaining required licenses, ensuring ethical behavior, and conforming to corporate policies, industry standards, and legal regulations.

What to Expect:

  • Regular travel to meet with clients and community members in their environment.
  • Requirement to have a valid driver's license, insurance, and own vehicle.
  • Confidentiality and discretion are essential when dealing with clients experiencing personal or financial loss.
  • 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.
  • Life, General Insurance, and Mutual Funds licenses.
  • Completed or working toward a professional designation such as 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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