Financial Security Advisor

Overview

Join to apply for the Financial Independent advisor role at Co-operators

Company : CGIC

Department : Retail Sales

Employment Type : Full-Time

Work Model : Remote

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.

As a Financial Independent Advisor at Co-operators, you will have the opportunity to make a real difference in the lives of individuals and families by helping them achieve their financial goals. Our advisors look at the entire picture; needs and lifestyle, short and long-term goals and provide holistic advice and tailored solutions. The Financial Independent Advisor will play a pivotal role in fostering strong client relationships, providing expert financial guidance, and driving business growth. If you’re a top sales performer who can deliver results while making a positive impact on your community, there’s an avenue for your success at Co-operators.

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.

How You Will Succeed

To Join Our Team

What You Need To Know

What’s in it for you?

Seniority level

Employment type

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