Financial Advisor

Co-operators; England; On-site; GBP 63,000 - 107,000; Full time

Job summary

A leading Canadian financial services co-operative is seeking a Financial Advisor to manage your own insurance agency. You'll develop strong community ties while helping clients with their financial security needs, leveraging exclusive tools and support from an established company. Candidates should have management experience in the insurance sector, relevant licenses, and be community-focused. This hybrid role offers training opportunities and a competitive compensation package.

Benefits

Training and development opportunities

Community engagement opportunities

Competitive compensation package

Qualifications

• 3-5 years of management experience in the insurance industry or related business experience.
• Hold a Life licence and a General Insurance licence.
• Completed or working toward CFP, CLU, CHFC or accredited Financial Planning Designation.

Responsibilities

• Prospect new clients discussing risk management and financial goals.
• Cultivate community relationships for business opportunities.
• Develop and execute business and marketing plans.
• Recruit, coach, and manage team performance.
• Ensure compliance with ethical behaviour and corporate policies.

Skills

Communication skills

Client relationship management

Critical thinking

Team management

Innovation

Education

Post-secondary education in a related field

Job description

Company: CGIC/Co-operators
Department: Retail Sales
Employment Type: Temporary Full-Time (48 months)
Work Model: Hybrid
Language: This role operates in English
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative 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 enables 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.

As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.

How you will create impact:

• Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
• Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
• Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
• Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
• Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.

How you will succeed:

• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
• You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
• You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.

To join our team:

• You have 3-5 years of management experience in the insurance industry or related business experience.
• You have post-secondary education in a related field.
• You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
• You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.

What you need to know:

• You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
• You are required have your own vehicle, valid driver’s license and insurance.
• You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required.
• 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.
• Opportunities to give back to your community.
• A competitive compensation package and benefits program.

Expected Salary Range: $63,963.00to$106,605.00CAD

*The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.

Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics