Financial Services Leader

2 weeks ago


Greater Napanee, Ontario, Canada Co-operators Full time
Company Overview
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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