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Entrepreneurial Financial Advisor

2 weeks ago

Peterborough, Ontario, Canada Co-operators Full time
About the Role

As an Insurance Industry Executive with Co-operators, you will build strong, visible ties to the community and cultivate long-term relationships with clients. You will help Canadians assess, define, and implement solutions to meet their financial security needs using our exclusive technology, tools, and processes.

Your responsibilities will include prospecting new clients to discuss risk management and financial goals, conducting reviews to empower informed decisions, and developing business plans focused on expanding market penetration.