Senior Life & Wealth Advisor — Hybrid, Bilingual Leader

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

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.