Financial Services Professional in Spirit River, AB

2 months ago

Spirit River, Canada Co-operators Full time
Financial Advisor Opportunity

Co-operators is seeking a highly motivated and entrepreneurial-minded Financial Advisor to join our team in Spirit River, AB.

About the Role

As a Financial Advisor with Co-operators, you will be responsible for managing your own insurance agency, building strong relationships with clients, and cultivating a high-performance culture within your team.

Key Responsibilities
  • Prospect new clients to discuss risk management and financial goals, and conduct reviews to empower clients to make informed decisions.
  • Cultivate strong community relationships to enhance agency visibility and maximize new business opportunities.
  • Develop and execute business, operational, and marketing plans to support sustainability strategies and help Canadian communities become more resilient.
  • Recruit and select talent, coach and mentor employees, and manage team performance to facilitate development and achieve agency goals.
  • Ensure maintenance of required licenses, compliance with ethical behavior, and conformity with corporate policies, industry standards, and legal regulations.
What to Expect
  • You will be away from the office on a regular basis meeting with clients and/or community members in their environment.
  • You are required to have your own vehicle, valid driver's license, and insurance.
  • You may provide support to clients experiencing personal or financial loss, requiring a high degree of confidentiality and discretion.
  • You will be subject to a Criminal Record and Consumer History background check as a condition of employment.
Requirements
  • 3-5 years of management experience in the insurance industry or related business experience.
  • Post-secondary education in a related field.
  • Hold a Life license and a General Insurance license, with a Mutual Funds license as an asset.
  • Completed or working toward one of the following professional designations: 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.

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