Senior Life and Wealth Advisor

Co-operators; Laval; Hybrid; CAD 100,000 - 125,000; Full time

Job summary

A leading Canadian financial services cooperative is seeking an experienced professional to support independent financial security advisors in the sales, service, and renewal of life and wealth products. The ideal candidate has strong coaching abilities, extensive knowledge of sales fundamentals, and advanced bilingual communication skills. This role offers a hybrid work model and a comprehensive benefits package, including training opportunities and competitive salary.

Benefits

Training and development opportunities

Flexible work options

Comprehensive total rewards package

Qualifications

• At least six years of experience in the insurance industry.
• Experience in sales and service processes in life and wealth.
• Track record of coaching and mentoring for high performance.

Responsibilities

• Assist independent financial security advisors with sales and service of life and wealth products.
• Upsell and cross-sell organizational products.
• Provide accurate documentation of client information.

Skills

Sales fundamentals

Coaching and mentoring

Interpersonal skills

Adaptability

Bilingualism (English and French)

Education

Post-secondary diploma

Life and wealth license (AMF)

Chartered Life Underwriter (CLU) designation

Certified Financial Planner or Chartered Financial Consultant designation

Job description

Company :

CGIC

Department :

Retail Sales

Employment Type :

Full-Time

Work Model :

Hybrid

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 cooperative committed to being a catalyst for a sustainable and resilient society, and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enable our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

How you will create impact :

Assisting independent financial security advisors with : Sales, service, and renewal of life and wealth products, as well as uncommon or complex scenarios.

Upselling and cross-selling the organization’s other products through referencing.

Applying appropriate underwriting guidelines within their binding authority.

Providing accurate, real-time documentation of client information in ECM.

Making decisions, negotiating, and closing sales to achieve established sales and service objectives.

• Working closely with independent financial security advisors to effectively penetrate the market and obtain the desired share for the segment.
• Providing expertise and support to independent financial security advisors, both for complex risks and for large-account insurance applications.
• Joining independent financial security advisors in meeting current and prospective clients to provide guidance on coverage.
• Supporting agencies in writing and retaining profitable business.
• Identifying training needs and trends, and making recommendations to the Coaching Manager, Distribution for review with the Agency Academy.
• Conducting quality control to assess independent financial security advisors’ knowledge and accuracy.
• Participating on projects and committees as a subject-matter expert where required.

How you will succeed :

• You demonstrate a thorough understanding of sales fundamentals and the omnichannel service model.
• You have solid experience in life and wealth, and can support advisors in their sales, service, and development activities.
• You are a natural leader with a strong aptitude for coaching and mentoring, and actively contribute to sales growth through practical prospecting and retention strategies.
• Your interpersonal, listening, and communication skills mean you are able to provide constructive feedback that supports knowledge transfer.
• You have a reputation for professionalism, resilience, and ability to adapt to a constantly changing environment.
• Your enthusiasm, self-confidence, and positivity inspire your colleagues and business partners.
• You are familiar with the regulations and requirements surrounding the sale of life and wealth products, and ensure all activities remain compliant.
• You have a clear understanding of quality, productivity, and customer service objectives, and your thoroughness and prioritization skills allow you to contribute directly to achieving them.

To join our team :

• You have at least six (6)years of progressive experience in the insurance industry, including in building well-defined sales and service processes in life and wealth.
• You have a post-secondary diploma and a life and wealth license (AMF).
• A Chartered Life Underwriter (CLU) designation and at least one designation of Certified Financial Planner or Chartered Financial Consultant is an asset.
• You agree to take the Co-operators “Coaching for Skill-Building” training within six (6)months.
• You have excellent knowledge of sales fundamentals (sales cycle, prospect pools, etc.) and the omnichannel sales and service model.
• You have in-depth knowledge of the regulations around sales and service for life and wealth products.
• You have professional experience working with sales targets and quotas.
• You have a track record of successfully coaching and mentoring individuals and teams for high performance in sales and prospecting.
• Fluency in French and English is required to perform the essential duties of this job, including providing quality service and communicating with primarily French- and English-speaking customers, groups and teams. Key responsibilities requiring knowledge of a language other than French cannot be delegated to other team members.

What you need to know :

• You will travel occasionally.
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.

What’s in it for you?

• Training and development opportunities to grow your career.
• Flexible work options and paid time off to support your personal and family needs.
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture.
• Paid volunteer days to give back to your community.
• In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (, health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.