Financial Advisor

2 weeks ago


Sarnia, Ontario, Canada Co-operators Full time

About This Opportunity

As a Financial Advisor at Co-operators, you will have the opportunity to build and manage your own insurance agency, leveraging the company's established brand and support. You will work closely with clients to understand their financial security needs and develop tailored solutions to meet those needs.

Key Responsibilities

  • Prospecting new clients and conducting reviews to empower them to make informed decisions regarding risk management and financial goals.
  • Cultivating strong relationships with clients and community partners to enhance agency visibility and drive new business opportunities.
  • Developing and executing business, operational, and marketing plans to support agency growth and sustainability.
  • Recruiting, coaching, and mentoring employees to facilitate their development and achieve agency goals.
  • Maintaining required licenses, adhering to industry standards, and ensuring compliance with corporate policies and regulations.

What to Expect

  • Regular travel to meet with clients and community partners in their environments.
  • Requirement of a personal vehicle, valid driver's license, and insurance.
  • Confidentiality and discretion in handling sensitive client information.
  • Subject to a Criminal Record and Consumer History background check.

Requirements and Qualifications

  • 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 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, with a salary range of $80,000 - $90,000 + commission.


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