Financial Advisor in Spirit River, AB

2 weeks ago

Spirit River, Canada Co-operators Full time

Company: CGIC/Co-operators

Department: Retail Sales

Employment Type: Regular Full-Time

Work Model: Office Based

Language: This role operates in English

Job Grade: 0-Not Applicable

The Opportunity

As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.


What you’re responsible for:

Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions. Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals. Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient. Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals. Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations. 

What to expect:  

You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment. You are required have your own vehicle, valid driver’s license and insurance. You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.  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. 

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. You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals. You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.

To join our team: 

You have 3-5 years of management experience in the insurance industry or related business experience. You have post-secondary education in a related field. You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset. You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.

What we offer:

Training and development opportunities to grow your career with one of Canada’s Best Employers. Opportunities to give back to your community. A competitive compensation package and benefits program.

  • Tire Technician

    4 weeks ago

    Spirit River, Canada Fountain Tire Full time

    Overview: **Fountain Tire (Spirit River), **an established automotive repair shop, is looking for responsible, safe, and dedicated associate to join our team as **Automotive Tire Technician!** **Pay: $20-$25/hour (wage depending on experience)** **Benefits: Health, Dental, Vision and, RSP Matching** **What is in it for you?** - We will develop your skills...

  • Tire Technician

    3 weeks ago

    Spirit River, Canada Fountain Tire Full time

    Overview Fountain Tire (Spirit River), an established automotive repair shop, is looking for responsible, safe, and dedicated associate to join our team as Automotive Tire Technician! Pay: $20-$25/hour (wage depending on experience) Benefits: Health, Dental, Vision and, RSP Matching What is in it for you? We will develop your skills...

  • Substitute Teachers

    3 weeks ago

    High River, Canada ApplytoEducation Full time

    We are currently accepting applications from teachers wishing to Substitute Teach with Christ the Redeemer Catholic Schools - all grade levels and subject areas are needed.Applications to substitute teach in all of our schools are accepted on a year round basis. Applicants need not be Catholic; however support and desire of teaching in a faith-filled school...

  • Substitute Teachers

    2 weeks ago

    High River, Canada Christ the Redeemer Catholic Schools Full time

    We are currently accepting applications from teachers wishing to Substitute Teach with Christ the Redeemer Catholic Schools - all grade levels and subject areas are needed.Applications to substitute teach in all of our schools are accepted on a year round basis. Applicants need not be Catholic; however support and desire of teaching in a faith-filled school...

  • Cook

    4 days ago

    Spirit River, Canada Grande Spirit Foundation Full time

    **COOK - Full-Time (Temporary)** The Cook is responsible for efficiently delivering food services in senior housing facilities. In addition to this, when scheduled to work any weekends and/or statutory holidays, this role will also supervise staff and residents, ensuring the efficient delivery of housekeeping and food services relating to their core...

  • Client Advisor Maternity Leave

    7 days ago

    Peace River, Canada Royal Bank of Canada Full time

    **Come Work with Us!** At RBC, our culture is deeply supportive and rich in opportunity and reward. You will help our clients thrive and our communities prosper, empowered by a spirit of shared purpose. Whether you’re helping clients find new opportunities, developing new technology, or providing expert advice to internal partners, you will be doing work...

  • Chief Administrative Officer

    1 day ago

    Spirit River, Canada HumanEdge Global Full time

    The Town of Spirit River is a thriving community in northwestern Alberta, Canada. Located 80 kms north of Grande Prairie, Spirit River is one of the oldest towns in the Central Peace Region. The Old Spirit River Settlement was located about 3 miles southeast of the old Mission. In 1888, the Hudson Bay Company began a cattle ranch four kilometers to the...

  • Chief Administrative Officer

    4 weeks ago

    Spirit River, Canada HumanEdge Global Full time

    The Town of Spirit River is a thriving community in northwestern Alberta, Canada. Located 80 kms north of Grande Prairie, Spirit River is one of the oldest towns in the Central Peace Region. The Old Spirit River Settlement was located about 3 miles southeast of the old Mission. In 1888, the Hudson Bay Company began a cattle ranch four kilometers to the...

  • Chief Administrative Officer

    3 weeks ago

    Spirit River, Canada HumanEdge Global Full time

    The Town of Spirit River is a thriving community in northwestern Alberta, Canada. Located 80 kms north of Grande Prairie, Spirit River is one of the oldest towns in the Central Peace Region. The Old Spirit River Settlement was located about 3 miles southeast of the old Mission. In 1888, the Hudson Bay Company began a cattle ranch four kilometers to the...

  • Chief Administrative Officer

    3 weeks ago

    Spirit River, Canada HumanEdge Global Full time

    The Town of Spirit River is a thriving community in northwestern Alberta, Canada. Located 80 kms north of Grande Prairie, Spirit River is one of the oldest towns in the Central Peace Region. The Old Spirit River Settlement was located about 3 miles southeast of the old Mission. In 1888, the Hudson Bay Company began a cattle ranch four kilometers to the...

  • Parts Advisor/technician

    5 days ago

    High River, Canada Agriterra Equipment Full time

    **Parts Technician** Agriterra Equipment is one of North America's largest AGCO dealers. Representing exceptional brands, including Massey Ferguson, Fendt, Rogator, Bourgault, Morris, and Cub Cadet. Agriterra is also the first authorized sales and service centre for CAT agricultural products in North America. We have grown from 3 locations (in 2013) to 12...

  • Relief Educational Assistants

    3 weeks ago

    High River, Canada ApplytoEducation Full time

    We are currently accepting applications for Relief Educational Assistants to work in the High River area. Educational Assistants are enthusiastic, caring, committed to students' growth and success and willing to learn. Relief Educational Assistant's work on a casual, on-call basis. Hours vary by school.As a publicly funded Catholic School District, our...

  • Relief Educational Assistants

    2 weeks ago

    High River, Canada Christ the Redeemer Catholic Schools Full time

    We are currently accepting applications for Relief Educational Assistants to work in the High River area. Educational Assistants are enthusiastic, caring, committed to students' growth and success and willing to learn. Relief Educational Assistant's work on a casual, on-call basis. Hours vary by school.As a publicly funded Catholic School District, our...

  • Chief Administrative Officer

    4 weeks ago

    Spirit River, AB, Canada HumanEdge Global Full time

    The Town of Spirit River is a thriving community in northwestern Alberta, Canada. Located 80 kms north of Grande Prairie, Spirit River is one of the oldest towns in the Central Peace Region. The Old Spirit River Settlement was located about 3 miles southeast of the old Mission. In 1888, the Hudson Bay Company began a cattle ranch four kilometers to the...

  • Manager

    7 days ago

    Spirit River, Canada Alberta Health Services Full time

    **Your Opportunity**: Spirit River is a thriving community located in beautiful northern Alberta. If you enjoy the small town feeling or affordable acreage living that is 40 minutes from the city of Grande Prairie, this could be the opportunity for you. With a population of over 1,000 and serving approximately 10,000 people from the surrounding areas, that...

  • Financial Advisor

    1 week ago

    POWELL RIVER, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Financial Advisor

    1 week ago

    Powell River, Canada Royal Bank of Canada> Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Financial Advisor

    3 weeks ago

    POWELL RIVER, Canada Royal Bank of Canada Full time

    Job SummaryJob DescriptionWhat is the opportunity?As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive, professional advice and collaborate with RBC partners to help clients with their goals...

  • Director of Finance and Adminstration

    1 day ago

    Hay River, Canada Town of Hay River Full time

    The job & tender board for Northern Canada Full-Time Director of Finance and AdminstrationTown of Hay River–Hay River, NTJob DescriptionTown of Hay RiverDirector of Finance and AdministrationAre you interested in an opportunity to work in a position that provides you with the chance to play a key role in assisting the Town of Hay River carry out it’s...

  • Director of Finance and Adminstration

    3 weeks ago

    Hay River, Canada Town of Hay River Full time

    The job & tender board for Northern Canada Full-Time Director of Finance and AdminstrationTown of Hay River–Hay River, NTJob DescriptionTown of Hay RiverDirector of Finance and AdministrationAre you interested in an opportunity to work in a position that provides you with the chance to play a key role in assisting the Town of Hay River carry out it’s...