Financial Services Professional

1 month ago


Coquitlam, British Columbia, Canada Co-operators Full time
Exclusive Financial Advisor Opportunity

Co-operators is seeking a dynamic and entrepreneurial-minded leader to join our team as an exclusive Financial Advisor. As a key member of our organization, you will be responsible for managing your own insurance agency, building strong community relationships, and cultivating long-term client relationships.

Key Responsibilities:
  • Prospect and acquire new clients to discuss risk management and financial goals.
  • Cultivate strong community ties to enhance agency visibility and drive new business opportunities.
  • Develop and execute business, operational, and marketing plans to support sustainability and growth.
  • Recruit, select, and develop talent, and manage team performance to achieve agency goals.
  • Maintain required licenses, ensure ethical behavior, and comply with corporate policies, industry standards, and legal regulations.
Requirements:
  • 3-5 years of management experience in the insurance industry or related business experience.
  • Post-secondary education in a related field.
  • Life, General Insurance, and Mutual Funds licenses.
  • Professional designations such as CFP, CLU, CHFC, or accredited Financial Planning Designation.
What We Offer:
  • Training and development opportunities to grow your career.
  • Opportunities to give back to your community.
  • A competitive compensation package and benefits program.

Expected Salary Range: $80,000 - $90,000 + commission. The salary amount will vary depending on several criteria, including local market conditions, geography, and relevant job-related factors. Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance.



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