Financial Security Advisor – Independent

Company : CGIC

Department : QUEBEC Region

Employment Type : Regular Full-Time

Work Model : Remote - Quebec

Language : Bilingualism in English and French is required

Additional Information : This / these role(s) is / are currently vacant

The Opportunity

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients\' unique needs.

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.

How You Will Create Impact

• Acquiring comprehensive knowledge of the client’s financial situation to create goal-based investment and financial plans.
• Advising clients on estate planning to meet their needs and goals, in collaboration with internal and external resources.
• Providing quotes, upselling and / or cross-selling other products and conducting front-line risk assessment in accordance with underwriting guidelines.
• Cultivating, developing and maintain community relationships to enhance the branch’s visibility and maximize new business opportunities.
• This role involves direct contact with clients and / or service providers in their environment.

To Join Our Team

How You Will Succeed

What You Need To Know

What’s in it for you?

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