Financial Advisor

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 licenses, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.

What to expect :

To be successful :

To join our team :

What we offer :

Expected Salary Range : $80,000 - $90,000 + commission