Financial Services Representative

2 days ago


Grande Prairie, Canada The Co-operators Sheldon Hannah Insurance Services... Full time
Job Overview

The Co-operators Sheldon Hannah Insurance Services Ltd is seeking a Mutual Fund Financial Advisor to join our team in Grande Prairie, AB.

Salary and Benefits

We offer a competitive salary of $50,000.00 per year, plus commission pay opportunities. Our benefits package includes disability insurance, RRSP match, and vision care.

Job Responsibilities
  • New business account openings for existing clients.
  • Reviewing documentation for accuracy and executing translations on behalf of advisors to reflect client requests, new account openings, and updates.
  • Providing expertise and guidance to field management and employees on client issues, including addressing and triaging client complaints and concerns with regards to Mutual Funds.
Required Skills and Qualifications
  • Completion of a degree or post-secondary studies in a related field is preferred (Investments, Finance, Law, Accounting/Tax, Economics, Business Administration).
  • MDFA license.
  • Knowledge of wealth investment products.
  • Valid Driver's license is required.
About the Company

Sheldon Hannah Insurance Services Ltd / The Co-operators is committed to giving back to the community and prioritizes environmental and sustainable business practices.



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