Financial Services Professional

3 weeks ago

Timmins, Canada Co-operators Full time

As the Financial Service Representative you will focus on developing and deepening client relationships 

by providing high quality sales and financial services advice. You will be responsible to adhere to 

regulatory requirements and compliant sales practices and will drive sales growth in investments and 

life insurance through outbound prospecting and new client acquisitions. If you currently have a book of business, we can purchase that and you can stay and service those customers.


What you’re responsible for:

• Contributing to the development and sustainable growth of the agency’s investment assets and 

providing client-centric investment services, including segregated funds and mutual funds 

solutions.

• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to 

promote value-added advice-based financial services. 

• Conducting needs analyses, reviewing client financial goals, providing recommendations in 

alignment with Know Your Client requirements, opening new accounts and documenting 

recommendations or changes. 

• Conducting regular reviews of client investment plans and identifying additional asset gathering 

opportunities.

• Participating in events to create brand awareness and developing, maintaining, and cultivating 

community contacts to enhance agency visibility and maximize new business opportunities.


To be successful:

• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is 

achieved and allocate time and resources to effectively manage the sales portfolio. 

• You successfully build plans focused on expanding market penetration and apply an innovative 

mindset to improve operational efficiencies, with a client centric lens. 

• You have strong communication skills to influence or persuade others to adopt a specific course 

of action and can effectively facilitate mutually beneficial solutions. 


To join our team:

• You have two years of experience in the financial services industry, including experience in 

investment and life product sales.

• You have a post-secondary education in a related discipline.

• You hold a Life License and Mutual Funds License.

• You have or are working towards a Financial Planning designation, such as the Certified 

Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) 

designation(s).


What to expect: 

*This job is on-site in the Timmins Ontario office. Monday to Friday 9-5.

*Base salary plus bonuses on sales over minimum sales requirements.

*Paid health and dental benefits.

*All fees covered by the office.

• You are required to have your own vehicle, valid driver’s license, and insurance. 

• You will travel if needed to meet with clients.

• Extended work hours, including evenings and weekends will be required if clients require after hours meetings. 

• Strict confidentiality with respect to client’s medical history, financial status and other personal 

information.

• You will be subject to a Criminal Record and Consumer History background check as a condition 

of employment, in the event you are the successful candidate.

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