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Independent Financial Advisor Driving Growth and Community Impact
Independent Financial Advisor Driving Growth and Community ImpactCo-operators • Oshawa
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Independent Financial Advisor Driving Growth and Community Impact

Independent Financial Advisor Driving Growth and Community Impact

Co-operators • Oshawa
14 days ago
Job type
  • Full-time
Job description

Become an entrepreneurial Financial Advisor, shaping client relationships and community ties. Cultivate a sustainable agency with innovative solutions and personalized financial guidance in a role focused on community engagement.

In this position, you will lead your own insurance agency while offering tailored financial solutions. With 3-5 years of management experience, you will implement marketing strategies and operational plans to maximize visibility and foster long-term client relationships. Your focus will ensure compliance, employee development, and effective team performance in achieving agency goals.

Key Responsibilities :

  • Prospect and discuss client financial goals
  • Cultivate strong community relationships
  • Develop business and marketing plans
  • Recruit, coach, and mentor team members
  • Ensure compliance with ethical standards

Requirements :

  • 3-5 years of management experience
  • Post-secondary education in a related field
  • Life and General Insurance licences required
  • CFP, CLU, or CHFC designation preferred
  • Strong communication and critical thinking skills

Utilize your expertise to expand market penetration and create valuable community ties while guiding clients toward financial security.

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Independent Financial Advisor Driving Growth and Community Impact • Oshawa

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