Remote Associate Financial Advisor – Life & Wealth

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

Job summary

A leading Canadian financial services co-operative is seeking an Associate Financial Advisor to drive sales and support agency operations. This remote role focuses on client engagement, product recommendations, and achieving growth targets in life, group, and wealth management. Candidates must possess a Life License and have sales experience. The position offers competitive compensation, training opportunities, and community engagement.

Benefits

Training and development opportunities

Competitive compensation package

Community engagement opportunities

Qualifications

• Minimum of two years sales experience or related business or marketing experience preferred.
• Meet all provincial-licensing requirements.
• Knowledge of insurance products and strong underwriting skills is an asset.

Responsibilities

• Support development of agency operations through sales growth.
• Service and support life and wealth management portfolios.
• Conduct prospecting and needs analysis for clients.

Skills

Strong communication skills

Sales experience

Client-centric approach

Knowledge of insurance products

Education

Life License

General or other Insurance License(s)

Job description

A leading Canadian financial services co-operative is seeking an Associate Financial Advisor to drive sales and support agency operations. This remote role focuses on client engagement, product recommendations, and achieving growth targets in life, group, and wealth management. Candidates must possess a Life License and have sales experience. The position offers competitive compensation, training opportunities, and community engagement.