Financial Advisor in Vancouver, BC
1 month ago
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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