Associate Financial Advisor

Co-operators; Thorsby; On-site; CAD 50,000 - 80,000; Full time

Job summary

An established industry player in financial services is seeking an Associate Financial Advisor to join their dynamic team. This role offers a unique opportunity to support agency operations through client engagement and sales activities while specializing in life, group, and wealth management products. You will work closely with clients to assess their needs and provide tailored solutions, all within a supportive and growth-oriented environment. With a focus on professional development and community engagement, this position is perfect for those looking to make a meaningful impact in the financial sector. Join a team that values your contributions and fosters a culture of collaboration and innovation.

Benefits

Training and Development Opportunities

Flexible Work Options

Paid Time Off

Holistic Well-being Programs

Paid Volunteer Days

Comprehensive Benefits Package

Qualifications

• Minimum 2 years of sales or related business experience preferred.
• Life License and other relevant insurance licenses required.

Responsibilities

• Support agency operations through sales and client engagement.
• Conduct needs analysis and provide product recommendations.
• Manage life, group, and wealth management portfolios.

Skills

Sales Experience

Communication Skills

Client Relationship Management

Insurance Knowledge

Underwriting Skills

Education

Life License

General Insurance License

Job description

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Company: CGIC

Department: West Region

Employment Type: Regular Full-Time

Work Model: Office-Based

Language: This role operates in English.

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.

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.

How You Will Create Impact

• Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
• Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
• Proactively complete client reviews focusing on life and wealth management products.
• Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.
• Complete front-line risk assessment and selection, following underwriting guidelines.
• Complete home, commercial and farm inspections as required.
• Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
• Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
  
  
  

How You Will Succeed

• 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 build trusting relationships and provide guidance to support the development of peers.
  
  
  

To Join Our Team

• Life License is required.
• General or other Insurance License(s) may be required depending on the specialty focus for the role.
• Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.
• A minimum of two (2) years sales experience or related business or marketing experience is preferred.
• Knowledge of insurance products and strong underwriting skills is an asset.
  
  
  

What You Need To Know

• You will travel occasionally.
• You are required to have a valid driver’s license and insurance.
• Strict confidentiality with respect to client’s medical history, financial status and other personal information.
• Extended work hours, including weekends, may be required during peak periods.
• This role involves direct contact with clients and/or service providers in their environment.
• 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.
  
  
  

What’s in it for you?

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

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