Associate Financial Advisor

Associate Financial Advisor

The Co-operators Group Limited is a leading Canadian multi-line insurance and financial services co-operative with $41.7 billion in assets under management. We have a dedicated financial advisor network with 2,753 licensed insurance representatives throughout Canada. We also serve 252 credit unions with more than 5.7 million members.

We have one common goal: to be where Canadians are, with the products Canadians need, when they need them, however they want to buy them.

Our Renfrew office is seeking an experienced and motivated Associate Financial Advisor to join our team. This is a full-time, in-office position.

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted advisor, make informed product recommendations.

Roles and responsibilities:

• Support the development of the agency operation through the sales and profitable growth of life, group and wealth management products.
• Service and support the life, group and wealth management portfolio while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
• Proactively complete client reviews focusing on life and wealth management products.
• Prospect and cross-sell all lines of business by completing needs analysis for clients in accordance with the agency business plan.
• Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
• Support programs to build multi-client relationships.
• Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.
• Support the agency team in their daily activities.

• A mutual fund license is required.
• General or other insurance license(s) may be required depending on the specialty focus of the role.
• Meet all provincial licensing requirements in accordance with continuing education to obtain and maintain all licenses.
• A minimum of two years of sales experience or related business or marketing experience is preferred
• Knowledge of insurance products and strong underwriting skills are assets.
• Strong skills in communication (verbal and written), organization, time management, client service, decision-making, and problem-solving.
• Must be comfortable in a technology-dependent environment including proficiency with Microsoft Office.
• A valid driver's license may be required.

The successful candidate shall be subject to a criminal record and consumer history background check as a condition of employment.

In addition to a base salary, this position includes a commission structure.

What we offer:

• Training and development opportunities to grow your career with one of Canada’s best employers.  
• Opportunities to give back to your community
• A competitive compensation package and benefits program
• Bonus pay
• Commission pay

The Co-operators values a diverse, equitable, and inclusive work environment, and we're committed to meeting the needs of persons with disabilities during the recruitment process. If you are contacted for an interview and require an accommodation, please contact the hiring manager.

Those selected for an interview will be contacted.