Financial Services Leader
2 weeks ago
Co-operators is a leading Canadian financial services co-operative committed to delivering on its strategy for a sustainable and resilient society.
The Opportunity
As a Financial Advisor, you will be an entrepreneurial-minded leader responsible for managing your own insurance agency with the full support of an established company. You will build strong, visible ties to the community, cultivate long-term relationships with clients, and help Canadians assess, define, and implement solutions to meet their financial security needs.
Key Responsibilities
- Prospecting new clients, discussing 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.
- Recruiting and selecting talent, coaching and mentoring employees, and managing team performance to facilitate development and achieve agency goals.
- Maintaining required licenses, ensuring ethical behavior, and conforming to 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 licence, General Insurance licence, and Mutual Funds licence.
- Completed or working toward a professional designation: CFP, CLU, CHFC, or accredited Financial Planning Designation.
What You'll Gain
- Training and development opportunities to grow your career.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
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