Financial Advisor

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

Job summary

A leading Canadian financial services co-operative is seeking a Financial Advisor in Fort Erie. The role involves managing an insurance agency, building client relationships, and enhancing community ties. Candidates should have relevant management experience, hold necessary licenses, and be open to further professional development. Competitive compensation and training are offered.

Benefits

Training and development opportunities

Opportunities to give back to the community

Competitive compensation and benefits package

Qualifications

• 3-5 years of management experience in the insurance industry or related business.
• Possess a Life licence and a General Insurance licence; a Mutual Funds licence is an asset.
• Completed or working toward professional designations such as CFP, CLU, or an accredited Financial Planning designation.

Responsibilities

• Prospect new clients to discuss risk management and financial goals.
• Cultivate community relationships to enhance agency visibility.
• Develop and execute business, operational, and marketing plans.
• Recruit, select, coach, and mentor talent.
• Ensure compliance with licensing and ethical standards.

Skills

Management experience

Communication skills

Client relationship management

Risk management

Education

Post-secondary education in a related field

Tools

Insurance software

Job description

We are a leading Canadian financial services co-operative committed to building a sustainable and resilient society. Our team is essential to delivering this strategy, and we prioritize our people to foster a strong culture and development opportunities that enable our team to thrive and live our purpose. The best part is working with passionate people who care about you, our clients, and our communities.

As an exclusive Financial Advisor at Co-operators, you are an entrepreneurial-minded leader and a high-achieving business builder. You will manage your own insurance agency with the full support of an established company. As an independent 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.

How you will create impact :

• Prospect new clients to discuss risk management and financial goals, conducting reviews to empower informed decisions.
• Cultivate community relationships to enhance agency visibility and maximize new business opportunities, contributing to sales and growth goals.
• Develop and execute business, operational, and marketing plans supporting sustainability strategies to strengthen Canadian communities.
• Recruit, select, coach, and mentor talent, managing team performance to facilitate development and achieve agency goals.
• Ensure compliance with licensing, ethical behavior, corporate policies, industry standards, and legal regulations.

How you will succeed :

• Remain focused and optimistic in pursuing goals, despite barriers, and effectively manage your sales portfolio.
• Build plans to expand market penetration and apply innovative strategies to improve operational efficiencies with a client-centric approach.
• Use strong communication skills to influence and persuade others, facilitating mutually beneficial solutions.
• Facilitate change adoption and create a high-performance culture aligned with organizational goals.
• Apply critical thinking and strategic mindset to decision-making and adjusting business plans based on shifting priorities.

To join our team :

• Have 3-5 years of management experience in the insurance industry or related business.
• Hold post-secondary education in a related field.
• Possess a Life licence and a General Insurance licence; a Mutual Funds licence is an asset.
• Have completed or are working toward professional designations such as CFP, CLU, CHFC, or an accredited Financial Planning designation.

What you need to know :

• Will meet clients and community members regularly outside the office.
• Must have own vehicle, valid driver’s license, and insurance.
• Support clients experiencing personal or financial loss, requiring confidentiality and discretion.
• Subject to criminal and consumer background checks if hired.

What's in it for you?

• Training and development opportunities to grow your career.
• Opportunities to give back to your community.
• Competitive compensation and benefits package.

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