Entrepreneurial Financial Consultant

2 days ago


Saanich, Canada Co-operators Full time

Co-operators is seeking an Entrepreneurial Financial Consultant to join our team. As an innovative and strategic thinker, you will be responsible for leading our team of insurance agents and building strong ties with the community.

Your primary goal will be to cultivate long-term relationships with clients by helping them assess, define, and implement solutions to meet their financial security needs. You will use our exclusive technology, tools, and processes to achieve this goal.

You will be responsible for developing and executing business, operational, and marketing plans to support sustainability strategies in Canadian communities. You will also recruit and select talent, coach and mentor employees, and manage their performance to facilitate their development and achieve agency goals.

The ideal candidate will have 3-5 years of management experience in the insurance industry or related business experience, along with post-secondary education in a related field. You should hold relevant licenses, such as Life, General Insurance, and Mutual Funds licenses. A professional designation like CFP, CLU, CHFC, or an accredited Financial Planning Designation would be an asset.



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