Insurance Financial Advisor

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

Company Description

Qopia Financial is a holistic financial services firm serving diverse clients across Canada with a focus on Wealth Management, Financial Planning, Life and Accident Insurance, and Group Benefits. Inspired by the concept of “cornucopia,” the company is dedicated to providing comprehensive, abundant support for clients’ most important financial decisions. In addition to core advisory services, Qopia offers in-house accounting, a wills and estates team, mortgage specialists, and general insurance brokers. This integrated model enables clients to build a strong financial foundation and plan for a smooth transition of their legacy to future generations. Team members collaborate across specialties to deliver coordinated, client-centered solutions.

Role Description

The Insurance Financial Advisor is a full-time, hybrid role based in Calgary, AB. This role focuses on advising clients primarily regarding their investments and financial plan/goals. Day-to-day responsibilities include meeting with clients to assess needs, preparing tailored insurance and financial recommendations, and explaining insurance investment products and their mandates. The advisor will collaborate with wealth management, financial planning, insurance specialists, and our group benefits team to integrate insurance strategies into comprehensive financial plans. Additional tasks include maintaining accurate client records, staying current on industry regulations and product changes, and participating in business development activities such as networking and client outreach, along with continuous servicing of client accounts.

Qualifications

• Strong knowledge and practical experience in Financial Planning and Retirement Planning, with the ability to develop holistic client strategies.
• Solid understanding of Finance and Investments to integrate insurance solutions into broader wealth and risk management plans.
• Expertise in Insurance products, including life, accident, and group benefits, and the ability to clearly explain coverage options and implications.
• Relevant licensing or registration to advise on insurance and financial products in Alberta for at least 3 years.
• Excellent interpersonal and communication skills, with a client-focused, ethical approach and the ability to build long-term relationships.
• Strong analytical and problem-solving abilities, including comfort with financial modeling, needs analysis, and product comparison.
• Proven organizational skills, attention to detail, and the ability to manage multiple client cases in a fast-paced environment.
• Post-secondary education in finance, business, economics, or a related field is an asset; industry designations (e.g., CFP, CLU) are considered beneficial.