Financial Services Leader

1 month ago


St Catharines, Ontario, Canada Co-operators Full time
{"title": "Financial Advisor Role Overview", "content": "

As a Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader who manages your own insurance agency with the support of a well-established company.

You will build strong ties to the community and cultivate long-term relationships with clients through the use of our exclusive technology, tools, and processes.

Key responsibilities include prospecting new clients, conducting reviews, and developing business plans to help Canadians assess and implement solutions to meet their financial security needs.

You will also be responsible for cultivating community relationships, recruiting and selecting talent, and ensuring compliance with corporate policies and industry standards.

What to expect: regular travel to meet with clients, a valid driver's license, and a high degree of confidentiality and discretion.

To be successful, you will remain focused and optimistic, build plans to expand market penetration, and apply an innovative mindset to improve operational efficiencies.

You will also facilitate the adoption of change, create a high-performance culture, and use critical thinking to guide decision making.

Requirements include 3-5 years of management experience in the insurance industry, post-secondary education, and relevant professional designations.

We offer training and development opportunities, opportunities to give back to the community, and a competitive compensation package and benefits program.

", "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
", "benefits": "
  • Training and development opportunities
  • Opportunities to give back to the community
  • Competitive compensation package and benefits program
", "lang_code": "en"}

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