Financial Advisor in Spirit River, AB

Co-operators; Grande Prairie; On-site; CAD 60,000 - 80,000; Full time

Job summary

Co-operators is seeking an entrepreneurial-minded Financial Advisor to manage an insurance agency. This role involves building community ties, developing business strategies, and maintaining compliance. Ideal candidates will have management experience and relevant licenses, with a focus on client relationships and team performance.

Benefits

Training and career development opportunities

Community engagement opportunities

Competitive compensation and benefits

Qualifications

• 3-5 years of management or related experience in insurance or similar fields.
• Holding a Life and General Insurance license; Mutual Funds license is an asset.

Responsibilities

• Prospecting new clients and conducting reviews for informed decisions.
• Developing and executing business, operational, and marketing plans.
• Recruiting, coaching, and managing team performance.

Skills

Communication

Critical Thinking

Sales Management

Education

Post-secondary education in a related area

Job description

Company:

CGIC/Co-operators

Department:

Retail Sales

Employment Type:

Regular Full-Time

Work Model:

Office Based

Language:

This role operates in English

Job Grade:

0-Not Applicable

The Opportunity

As an exclusive Financial Advisor of Co-operators, you are an entrepreneurial-minded leader. You are a high-achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor, you will build strong, visible ties to the community and cultivate long-term relationships with your clients. 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 to discuss risk management and financial goals, and conducting reviews to empower informed decisions.
• Cultivating community relationships to enhance agency visibility and maximize business opportunities.
• Developing and executing business, operational, and marketing plans, supporting community resilience strategies.
• Recruiting, coaching, mentoring employees, and managing team performance to meet agency goals.
• Maintaining required licenses, ensuring ethical compliance, and adhering to policies, standards, and regulations.

What To Expect

• Regularly meeting clients and community members outside the office environment.
• Having your own vehicle, valid driver’s license, and insurance.
• Supporting clients through personal or financial loss with confidentiality and discretion.
• Undergoing background checks as a condition of employment.

To Be Successful

• Remaining focused and optimistic, managing your sales portfolio effectively.
• Expanding market reach with innovative and client-centric strategies.
• Using strong communication skills to influence and persuade.
• Facilitating change and fostering a high-performance team culture.
• Applying critical thinking and strategic planning to adapt to priorities.

To Join Our Team

• 3-5 years of management or related experience in insurance or similar fields.
• Post-secondary education in a related area.
• Holding a Life and General Insurance license; Mutual Funds license is an asset.
• Progress toward professional designations like CFP, CLU, CHFC, or similar.

What We Offer

• Training and career development opportunities.
• Community engagement opportunities.
• Competitive compensation and benefits.