Hybrid Insurance & Wealth Advisor | Calgary

Qopia Financial; Calgary; Hybrid; CAD 65,000 - 95,000; Full time

Job summary

Qopia Financial in Calgary, AB seeks an Insurance Financial Advisor for a full-time, hybrid role focusing on investments and financial planning. You will meet with clients, tailor recommendations, and explain insurance products and mandates, integrating insurance strategies into comprehensive plans.

Responsibilities include maintaining client records, staying updated on regulations, and supporting business development through networking and client outreach while servicing existing accounts.

Qualifications

• Strong knowledge of Financial Planning and Retirement Planning to develop holistic client strategies.
• Solid understanding of Finance and Investments to integrate insurance solutions into wealth and risk plans.
• Expertise in Insurance products (life, accident, group benefits) and ability to explain options clearly.

Responsibilities

• Meet with clients to assess financial needs and goals.
• Prepare tailored insurance and financial recommendations.
• Explain insurance investment products and mandates and integrate strategies into comprehensive plans.
• Maintain accurate client records and stay current on regulations and product changes.
• Support business development through networking and client outreach; service existing accounts.

Skills

Financial Planning

Retirement Planning

Interpersonal Skills

Analytical Thinking

Client Relationship Building

Education

Post-secondary education in finance, business, economics or related field

Job description

Qopia Financial in Calgary, AB seeks an Insurance Financial Advisor for a full-time, hybrid role focusing on investments and financial planning. You will meet with clients, tailor recommendations, and explain insurance products and mandates, integrating insurance strategies into comprehensive plans.

Responsibilities include maintaining client records, staying updated on regulations, and supporting business development through networking and client outreach while servicing existing accounts.