Financial Independent advisor

Co-operators; Ottawa; 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 through tailored solutions. This full-time remote role emphasizes client relationships and business growth, requiring a life insurance license and bilingual proficiency.

Benefits

Training and career development opportunities

Opportunities to give back to the 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 on estate planning to meet clients’ needs and goals.
• Develop community relationships to increase visibility and business opportunities.

Skills

Communication

Critical Thinking

Education

College or University Degree

Job description

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

Company:

CGIC

Department:

Retail Sales

Employment Type:

Full-Time

Work Model:

Remote

Language:

Bilingualism in English and French is required.

Additional Information:

This role is currently vacant.

The Opportunity

We are a leading Canadian financial services co-operative committed to sustainability and resilience. We prioritize our people to foster a strong culture and development opportunities. As a Financial Independent Advisor, you will help individuals and families achieve their financial goals through holistic advice and tailored solutions, building strong client relationships and driving business growth.

How You Will Create Impact

• Acquire knowledge of clients’ financial situations to create goal-based plans.
• Advise on estate planning to meet clients’ needs and goals.
• Provide quotes, upsell/cross-sell products, and conduct risk assessments.
• Develop community relationships to increase visibility and business opportunities.

How You Will Succeed

• Remain focused and optimistic in pursuing goals, managing your sales portfolio effectively.
• Expand market penetration and improve operational efficiencies with an innovative, client-centric approach.
• Use strong communication skills to influence and facilitate solutions.
• Facilitate change and foster a high-performance culture aligned with organizational goals.
• Apply critical thinking and strategic mindset to adapt business plans.

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.
• Have in-depth knowledge of life and wealth insurance products.
• Underwriting skills are an asset.
• Proficiency in both English and French is essential for servicing and communication with clients and teams.

What You Need To Know

• Regular travel is required.
• A background check is mandatory for employment.

Benefits

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

Additional Details

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales