Medical Services Financial Development Leader in Medicine Hat, AB

6 days ago


Medicine Hat, Alberta, Canada Co-operators Full time
Financial Advisor Career Opportunity

We are a leading Canadian financial services cooperative seeking an experienced and entrepreneurial-minded individual to join our team as an exclusive Financial Advisor.

About the Role:

  • You will be responsible for managing your own insurance agency with the full support of our established company.
  • You will cultivate strong, visible ties to the community and develop long-term relationships with clients.
  • Through the use of our exclusive technology, tools, and processes, you will help Canadians assess, define, and implement solutions to meet their financial security needs.

Your Key Responsibilities:

  • Prospecting new clients to discuss risk management and financial goals and conducting reviews to empower 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, and managing performance to achieve agency goals.
  • Maintaining required licenses, ensuring ethical behavior, and conforming to industry standards and legal regulations.

What We Offer:

  • A competitive compensation package and benefits program.
  • Opportunities for training and development to grow your career.
  • Chances to give back to your community.

Salary Information:

The estimated annual salary for this role is between $80,000 to $120,000 depending on experience.

Requirements:

  • 3-5 years of management experience in the insurance industry or related business experience.
  • Post-secondary education in a related field.
  • Life licence and General Insurance licence, with Mutual Funds licence as an asset.
  • Completed or working toward one of the following professional designations: CFP, CLU, CHFC, or accredited Financial Planning Designation.

Additional Information:

  • You will be away from the office regularly meeting with clients and/or members of the community.
  • You are required to have your own vehicle, valid driver's license, and insurance.
  • High degree of confidentiality and discretion is required.
  • Subject to a Criminal Record and Consumer History background check as a condition of employment.


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