Financial Advisor
4 weeks ago
Company Overview:
Co-operators is a leading insurance company that offers a range of financial solutions to Canadians.
Job Summary:
We are seeking a highly motivated and entrepreneurial Financial Advisor to join our team. As a Financial Advisor, you will be responsible for managing your own insurance agency and building strong relationships with clients in the community.
Key Responsibilities:
- Prospecting new clients to discuss risk management and financial goals, and conducting reviews to empower clients to make informed decisions.
- Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities.
- Developing and executing business, operational, and marketing plans to support sustainability strategies and help Canadian communities become more resilient.
- Recruiting and selecting talent, coaching and mentoring employees, and managing team performance to facilitate development and achieve agency goals.
- Ensuring maintenance of required licenses, compliance with ethical behavior, and conformity 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 license and General Insurance license, with Mutual Funds license as an asset.
- Completed or working toward one of the following professional designations: CFP, CLU, CHFC, or accredited Financial Planning Designation.
- Proficiency in Mandarin and Cantonese.
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.
Language: English
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