Financial Independent advisor

Co-operators; Longueuil; Remote; CAD 60,000 - 80,000; Full time

Job summary

Join a leading Canadian financial services co-operative as a Financial Independent Advisor. You will help individuals and families achieve their financial goals through expert guidance and tailored solutions. This role emphasizes community impact and strong client relationships, requiring a life insurance licence and relevant experience. Enjoy a competitive compensation package and opportunities for professional growth.

Benefits

Training and Development Opportunities

Competitive Compensation Package

Benefits Program

Community Engagement Opportunities

Qualifications

• 2 to 3 years of experience in life insurance sales and business development.
• Required life insurance licence with the Autorité des marchés financiers (AMF).

Responsibilities

• Provide holistic financial advice and tailored solutions.
• Cultivate community relationships to maximize business opportunities.
• Advise clients on estate planning and financial goals.

Skills

Communication

Critical Thinking

Sales Performance

Education

College or University Degree

Job description

Company: CGIC
Department: Retail Sales
Employment Type: Full-Time
Work Model: Remote
Language: Bilingualism in English and French is required.
Additional Information: This/these role(s) is/are currently vacant

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.

As a Financial Independent Advisor at Co-operators, you will have the opportunity to make a real difference in the lives of individuals and families by helping them achieve their financial goals. Our advisors look at the entire picture; needs and lifestyle, short and long-term goals and provide holistic advice and tailored solutions. The Financial Independent Advisor will play a pivotal role in fostering strong client relationships, providing expert financial guidance, and driving business growth. If you’re a top sales performer who can deliver results while making a positive impact on your community, there’s an avenue for your success at Co-operators.

How you will create impact:

• Acquiring comprehensive knowledge of the client’s financial situation to create goal-based investment and financial plans.
• Advising clients on estate planning to meet their needs and goals, in collaboration with internal and external resources.
• Providing quotes, upselling and/or cross-selling other products and conducting front-line risk assessment in accordance with underwriting guidelines.
• Cultivating, developing and maintain community relationships to enhance the branch’s visibility and maximize new business opportunities.

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 facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
• You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.

To join our team:

• You are required to have a life insurance licence with the Autorité des marches financiers (AMF)
• You have 2 to 3 years of experience in life insurance sales and business development
• You have a college or university degree in a related field
• This role involves direct contact with clients and/or service providers in their environment.
• You have in-depth knowledge of life and wealth insurance products.
• Having strong underwriting skills is an asset.
• Proficiency in both English and French is essential to the main duties in this role, including servicing and communicating primarily with majority anglophone and francophone clients, groups, and teams. The essential non-French duties are not assignable to adjacent or other team members.

What you need to know:

• You will travel regularly.
• You will be subject to a 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.
• Opportunities to give back to your community.
• A competitive compensation package and benefits program