Financial Advisor

Co-operators; Burnaby; On-site; CAD 80,000 - 90,000; Full time

Job summary

A leading insurance provider seeks a Financial Advisor to manage an insurance agency in Burnaby. You will prospect new clients, cultivate community ties, and develop operational plans. Successful candidates will have 3-5 years of management experience in insurance, relevant education, and licenses. Training opportunities and a competitive salary package with commission are offered.

Benefits

Training and development opportunities

Community contribution opportunities

Competitive compensation package and benefits

Qualifications

• 3-5 years management experience in the insurance industry or related business.
• Possession of a Life and General Insurance License; Mutual Funds license is an asset.
• Working toward or completed professional designations such as CFP, CLU, or CHFC.

Responsibilities

• Prospecting new clients and discussing financial goals.
• Recruiting, coaching, and managing team performance.
• Developing business and marketing plans.

Skills

Strong communication skills

Client-centered decision making

Sales portfolio management

Community relationship cultivation

Education

Post-secondary education in a related field

Job description

The Opportunity

As an exclusive Financial Advisor of Co-operators, you are an entrepreneurial-minded leader. You will manage your own insurance agency with full support from an established company. As a contracted Financial Advisor, you will build strong community ties and cultivate long-term client relationships. Using 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, discussing risk management and financial goals, and conducting reviews to help clients make informed decisions.
• Cultivating community relationships to increase agency visibility and maximize business opportunities for sales and growth.
• Developing and executing business, operational, and marketing plans, supporting sustainability strategies to strengthen Canadian communities.
• Recruiting, coaching, mentoring, and managing team performance to facilitate development and achieve agency goals.
• Maintaining required licenses, ensuring compliance with ethical standards, corporate policies, industry standards, and legal regulations.

What to expect :

• You will regularly meet clients and community members outside the office environment.
• You need your own vehicle, valid driver’s license, and insurance.
• You may support clients experiencing personal or financial loss, requiring confidentiality and discretion.
• You will undergo a Criminal Record and Consumer History background check if selected.

To be successful :

• You remain focused and optimistic, overcoming barriers until goals are achieved, and manage your sales portfolio effectively.
• You develop plans to expand market penetration and apply innovative approaches to improve operational efficiency with a client-centric focus.
• You possess strong communication skills to influence and persuade others and facilitate mutually beneficial solutions.
• You promote change and foster a high-performance culture aligned with organizational goals.
• You use critical thinking for decision-making and adapt business plans based on shifting priorities.

To join our team :

• You have 3-5 years management experience in the insurance industry or related business experience.
• You possess post-secondary education in a related field.
• You hold a Life license and a General Insurance license; a Mutual Funds license is an asset.
• You are working toward or have completed professional designations such as CFP, CLU, CHFC, or similar.

What we offer :

• Training and development opportunities to grow your career with one of Canada’s Best Employers.
• Opportunities to give back to your community.
• A competitive compensation package and benefits program.

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

• The salary for the successful candidate will be determined at Co-operators’ discretion, based on factors such as market conditions, location, knowledge, skills, qualifications, experience, and education.