Financial Independent advisor

Co-operators; Montreal; Remote; CAD 50,000 - 70,000; Full time

Job summary

A leading Canadian financial services co-operative is seeking a Financial Independent Advisor to help clients achieve their financial goals. This role involves providing expert financial guidance, fostering client relationships, and driving business growth in a supportive environment. Ideal candidates will have a strong sales background and a commitment to community impact.

Benefits

Training and development opportunities

Opportunities to give back to your community

Competitive compensation and benefits

Qualifications

• 2-3 years of experience in life insurance sales and business development.
• Hold a life insurance license with the Autorité des Marchés Financiers (AMF).

Responsibilities

• Advise clients on estate planning and financial goals.
• Cultivate community relationships to enhance visibility.
• Provide quotes and conduct risk assessments.

Skills

Communication

Sales

Client Relationship Management

Education

College or University Degree

Job description

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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. Our team is essential to deliver on this strategy. We prioritize our people to ensure a strong culture and development opportunities that enable our team to thrive and live our purpose. You will work with passionate individuals who care about you, our clients, and communities.

As a Financial Independent Advisor at Co-operators, you will help individuals and families achieve their financial goals through holistic advice and tailored solutions. You will foster strong client relationships, provide expert financial guidance, and drive business growth. If you are a top sales performer who values community impact, there is success waiting for you here.

How You Will Create Impact

• Acquire comprehensive knowledge of clients' financial situations to create goal-based investment and financial plans.
• Advise clients on estate planning to meet their needs and goals, collaborating with internal and external resources.
• Provide quotes, upsell/cross-sell products, and conduct risk assessments per underwriting guidelines.
• Cultivate community relationships to enhance visibility and maximize new business opportunities.

How You Will Succeed

• Remain focused and optimistic in pursuing goals despite barriers, effectively managing your sales portfolio.
• Develop plans to expand market penetration and apply innovative, client-centric operational improvements.
• Use strong communication skills to influence and persuade, facilitating mutually beneficial solutions.
• Facilitate change adoption and foster a high-performance culture aligned with organizational goals.
• Apply critical and strategic thinking to guide decisions and adapt business plans to shifting priorities.

To Join Our Team

• Hold a life insurance license with the Autorité des Marchés Financiers (AMF).
• Have 2-3 years of experience in life insurance sales and business development.
• Possess a college or university degree in a related field.
• Engage directly with clients and service providers in their environments.
• Have in-depth knowledge of life and wealth insurance products.
• Strong underwriting skills are an asset.
• Proficiency in both English and French is essential for communicating with diverse clients, groups, and teams. Non-French duties are not assignable to other team members.

What You Need To Know

• You will travel regularly.
• You will undergo a background check if selected.

What’s in it for you?

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

Seniority Level

• Entry level

Employment Type

• Full-time

Job Function

• Finance and Sales

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