Financial Advisor

Co-operators; Ottawa; Hybrid; CAD 60,000 - 80,000; Full time

Job summary

A leading Canadian financial services co-operative is seeking an independent Financial Advisor in Ottawa. You will manage your own insurance agency, develop community ties, and build long-term client relationships. The ideal candidate will have 3-5 years of management experience in insurance and relevant licenses. This role offers competitive compensation, opportunities for community engagement, and a hybrid work model.

Benefits

Career growth through training and development

Opportunities for community engagement

Competitive compensation and benefits

Qualifications

• 3-5 years management experience in insurance or related fields.
• Life and General Insurance licenses are mandatory.
• Professional designations such as CFP, CLU, or CHFC preferred.

Responsibilities

• Prospect new clients for insurance solutions.
• Develop community relationships to increase visibility.
• Recruit and manage team performance.

Skills

Management experience

Client relationship building

Sales proficiency

Strategic planning

Education

Post-secondary education in a relevant field

Tools

Insurance licenses

Mutual Funds license

Job description

Join to apply for the Financial Advisor in Ottawa role at Co-operators

The Opportunity

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society. Our team is essential to delivering on this strategy. We prioritize our people to ensure a strong culture and development opportunities, enabling our team to thrive and live our purpose. You will work with people who care passionately about you, our clients, and our communities.

Company : CGIC / Co-operators

Department : Retail Sales

Employment Type : Regular Full-Time

Work Model : Hybrid

Language : This role operates in English

Job Grade : 0-Not Applicable

The Role

As an independent Financial Advisor with Co-operators, you will be an entrepreneurial-minded leader and a high-achieving business builder managing your own insurance agency with full support from an established company. You will build strong community ties and cultivate long-term client relationships, helping Canadians assess, define, and implement solutions to meet their financial security needs using our technology, tools, and processes.

Key Responsibilities

• Prospect new clients, discuss risk management and financial goals, and conduct reviews to empower informed decisions.
• Develop community relationships to increase agency visibility and maximize new business opportunities.
• Create and execute business, operational, and marketing plans supporting community resilience.
• Recruit, coach, and manage team performance to achieve agency goals.
• Maintain licenses, ensure ethical compliance, and adhere to policies and regulations.

Success Criteria

• Remain focused and optimistic, managing your sales portfolio effectively.
• Plan market expansion and improve operational efficiencies with a client-centric approach.
• Communicate persuasively and facilitate mutually beneficial solutions.
• Lead change and foster a high-performance team aligned with organizational goals.
• Utilize critical thinking and strategic planning to adapt to shifting priorities.

Qualifications

• 3-5 years management experience in insurance or related fields.
• Post-secondary education in a relevant field.
• Life and General Insurance licenses; Mutual Funds license an asset.
• Professional designations such as CFP, CLU, CHFC, or equivalent are preferred.

Additional Information

• You will meet clients in their environment and need your own vehicle, valid driver’s license, and insurance.
• Confidentiality and discretion are essential, especially when supporting clients experiencing losses.
• A criminal background and consumer history check are required for employment.

Benefits

• Career growth through training and development.
• Opportunities for community engagement.
• Competitive compensation and benefits.

Seniority level: Mid-Senior level

Employment type: Full-time

Job function: Finance and Sales