As the Commercial Specialist you will be responsible for new client growth and expansion of the commercial portfolio through outbound prospecting, client contact and sales activities. You will play a key role in identifying prospects in business markets, servicing clients, determining risks and presenting customized insurance solutions.     
What you’re responsible for: 

Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth goals. 
Completing risk assessments and commercial inspections in accordance with underwriting guidelines. 
Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.    
Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues as required. 
Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.    
To be successful: 

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.   
To join our team: 

You have 2-3 years of experience in commercial insurance sales and business development.  
You have a post-secondary education in a related discipline.  
You hold a General insurance license. 
You have or are working towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP) designation.  
What to expect:  

You are required to have your own vehicle, valid driver’s license and insurance.  
You will travel regularly.  
This role involves direct contact with clients and/or service providers in their environment.      
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. 

As the Commercial Specialist you will be responsible for new client growth and expansion of the commercial portfolio through outbound prospecting, client contact and sales activities. You will play a key role in identifying prospects in business markets, servicing clients, determining risks and presenting customized insurance solutions.     
What you’re responsible for: 

Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth goals. 
Completing risk assessments and commercial inspections in accordance with underwriting guidelines. 
Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.    
Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues as required. 
Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.    
To be successful: 

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.   
To join our team: 

You have 2-3 years of experience in commercial insurance sales and business development.  
You have a post-secondary education in a related discipline.  
You hold a General insurance license. 
You have or are working towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP) designation.  
What to expect:  

You are required to have your own vehicle, valid driver’s license and insurance.  
You will travel regularly.  
This role involves direct contact with clients and/or service providers in their environment.       
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. 

Financial Advisor - Bilingual (Mandarin)

中文金融服务代表
(Please see below for the English language version of this Job Description.)

作为Co-operators保险的独家理财顾问，您是一个拥有企业家精神的领导者。通过Co-operators保险的全力支持，您可以独立管理并运营自己的团队。作为我们签约的独立理财顾问，您需要和社区建立牢固可靠的联系，并维持长久的客户关系。通过使用Co-operators保险的技术、工具和流程，您将帮助加拿大用户评估、确定并执行理财方案，满足他们的财务安全需求。
 
Financial Advisor

开拓新客户，讨论风险管理和财务目标，与客户回顾财务状况，帮助他们做出明智的决定。
建立可靠的的社区关系，提高代理团队的知名度，开拓业务机会，促进销售，达到增长目标。
制定和执行商业计划、运营计划和营销计划，支持可持续发展战略，帮助社区获得财务安全。
招募并挑选人才，指导员工，管理团队表现，促进员工发展并达到团队目标。
确保持有所需的执业执照，遵守道德行为守则，遵守公司规定、行业标准与法律准则。
 
职位描述

开拓新客户，讨论风险管理和财务目标，与客户回顾财务状况，帮助他们做出明智的决定。
建立可靠的的社区关系，提高代理团队的知名度，开拓业务机会，促进销售，达到增长目标。
制定和执行商业计划、运营计划和营销计划，支持可持续发展战略，帮助社区获得财务安全。
招募并挑选人才，指导员工，管理团队表现，促进员工发展并达到团队目标。
确保持有所需的执业执照，遵守道德行为守则，遵守公司规定、行业标准与法律准则。
 
岗位要求

定期拜访客户与社区居民，与他们进行会面。
您需要有自己的交通工具，驾照与保险。
可以为失去亲人或出现财务损失的客户提供支持，要求对客户隐私高度保密。
在招聘过程中，如果成功入选，最后录取结果将取决于您的Criminal Record与Consumer History调查结果。
 
理想人选

专注自信，不被困境难倒，奋力追求目标，达到目标。合理分配时间与资源，管理销售组合。
以客户为中心，制定计划，扩大市场份额，有创新性，提高运营效率。
沟通能力强，可以影响或劝说他人采取互惠互利的行动。
结合团队与公司目标，善于改变，创造高效率与高业绩的文化。
通过批判性思维指导决策过程，应用战略思维，根据优先级别，调整业务计划。
 
加入我们

有3-5年保险行业或相关行业的管理经验
大学以上相关专业学历 • 持有Life license和General Insurance license，持有Mutual Funds license可作为加分项
正在或已经完成以下证书中的一个：CFP, CLU, CHFC 或 Accredited Financial Planning Designation
 
Search our current job opportunities; https://cooperators.talentnest.com/en/jobs
Each job posting includes a link for applying by location and submitting your resume online.
 
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.
 
 What you’re responsible for:  

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.
What to expect: 

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. 
To be successful: 

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 people 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 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.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines. 
 

What you’re responsible for: 

Sales, service and profitable growth of personal lines insurance products. 

Advise and recommend coverages and policies that best meet client needs. 

Prospect and cross sell by identifying and recommending additional products/services that benefit the client. 

Complete front-line risk assessment and selection following underwriting guidelines. 

Identify which risks require inspections and re-inspections. May be required to complete inspections. 

Achieve individual goals for client service, sales, quality and productivity. 

Support programs to build multi-client relationships. 

Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately. 

 

What to expect: 

Strict confidentiality with respect to client’s financial status and other personal information.   

This role involves direct contact with clients and/or service providers in their environment.   

You may be required have your own vehicle, valid driver’s license and insurance.

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.  

 

To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.   

You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.  

You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.   

You’re an effective team player and provide guidance to support the development of your peers.  

 

To join our team: 

General Insurance License is required or must obtain within two (2) months.

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

One (1) year sales and service experience or related business experience is preferred.

Knowledge of auto and property insurance products and experience with selling techniques is an asset.


 

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.

Summary:
The General Insurance Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as farm and/or commercial. General Insurance Advisors identify prospects in both personal and business markets, determine needs and as a trusted insurance advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance). 
What you're responsible for: 

Support development of the agency operation through the sales and profitable growth of personal lines and specialty lines insurance products.
Proactively complete client reviews, including prospecting and cross selling all lines of business by completing needs analysis for all clients in accordance with the agency Business Plan.
Complete front-line risk assessment and selection following underwriting guidelines.
Complete home, commercial and farm inspections as required.
Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.
Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.
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.
What to expect:

You are required to have a valid driver’s license.
Strict confidentiality with respect to client’s financial status and other personal information.
This role involves direct contact with clients and/or service providers in their environment.
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.
Regular office environment with some evening work required and some travel outside of the office.
To be successful:

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.
You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.
You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.
You’re an effective team player and provide guidance to support the development of your peers.
To join our team:

General Insurance License(s) is required.
Meet all provincial-licensing requirements.
A minimum of two (2) years sales experience or related business or marketing experience is preferred. 
Knowledge of insurance products and strong underwriting skills is an asset.
Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving.
Candidate must be comfortable in a technology dependent environment including proficiency with Microsoft Office. 
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.
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.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines. 
 

What you’re responsible for: 

Sales, service and profitable growth of personal lines insurance products. 

Advise and recommend coverages and policies that best meet client needs. 

Prospect and cross sell by identifying and recommending additional products/services that benefit the client. 

Complete front-line risk assessment and selection following underwriting guidelines. 

Identify which risks require inspections and re-inspections. May be required to complete inspections. 

Achieve individual goals for client service, sales, quality and productivity. 

Support programs to build multi-client relationships. 

Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately. 

 

What to expect: 

Strict confidentiality with respect to client’s financial status and other personal information.   

This role involves direct contact with clients and/or service providers in their environment.   

You may be required have your own vehicle, valid driver’s license and insurance.

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.  

 

To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.   

You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.  

You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.   

You’re an effective team player and provide guidance to support the development of your peers.  

 

To join our team: 

General Insurance License is required or obtained 2 months after hire date.

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

One (1) year sales and service experience or related business experience is preferred.

Knowledge of auto and property insurance products and experience with selling techniques is an asset.


 

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.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines. 
 

What you’re responsible for: 

Sales, service and profitable growth of personal lines insurance products. 

Advise and recommend coverages and policies that best meet client needs. 

Prospect and cross sell by identifying and recommending additional products/services that benefit the client. 

Complete front-line risk assessment and selection following underwriting guidelines. 

Identify which risks require inspections and re-inspections. May be required to complete inspections. 

Achieve individual goals for client service, sales, quality and productivity. 

Support programs to build multi-client relationships. 

Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately. 

 

What to expect: 

Strict confidentiality with respect to client’s financial status and other personal information.   

This role involves direct contact with clients and/or service providers in their environment.   

You may be required have your own vehicle, valid driver’s license and insurance.

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.  

 

To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.   

You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.  

You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.   

You’re an effective team player and provide guidance to support the development of your peers.  

 

To join our team: 

General Insurance License is required or must obtain within two (2) months.

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

One (1) year sales and service experience or related business experience is preferred.

Knowledge of auto and property insurance products and experience with selling techniques is an asset.


 

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.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines. 
 

What you’re responsible for: 

Sales, service and profitable growth of personal lines insurance products. 

Advise and recommend coverages and policies that best meet client needs. 

Prospect and cross sell by identifying and recommending additional products/services that benefit the client. 

Complete front-line risk assessment and selection following underwriting guidelines. 

Identify which risks require inspections and re-inspections. May be required to complete inspections. 

Achieve individual goals for client service, sales, quality and productivity. 

Support programs to build multi-client relationships. 

Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately. 

 

What to expect: 

Strict confidentiality with respect to client’s financial status and other personal information.   

This role involves direct contact with clients and/or service providers in their environment.   

You may be required have your own vehicle, valid driver’s license and insurance.

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.  

 

To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.   

You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.  

You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.   

You’re an effective team player and provide guidance to support the development of your peers.  

 

To join our team: 

General Insurance License is required or must obtain within two (2) months.

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

One (1) year sales and service experience or related business experience is preferred.

Knowledge of auto and property insurance products and experience with selling techniques is an asset.


 

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.

As the Commercial Specialist you will be responsible for new client growth and expansion of the commercial portfolio through outbound prospecting, client contact and sales activities. You will play a key role in identifying prospects in business markets, servicing clients, determining risks and presenting customized insurance solutions.     
What you’re responsible for: 

Conducting inbound and outbound calls to prospect and proactively build a sales pipeline, developing marketing plans to promote insurance offerings, and contributing to the achievement of sales, profitability, and growth goals. 
Completing risk assessments and commercial inspections in accordance with underwriting guidelines. 
Working with clients to review goals, providing risk management advice and recommendations for coverage, completing policy updates, and documenting required changes.    
Conducting policy reviews to identify changing coverage requirements, responding to client inquiries, resolving complaints, and escalating issues as required. 
Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.    
To be successful: 

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.   
To join our team: 

You have 2-3 years of experience in commercial insurance sales and business development.  
You have a post-secondary education in a related discipline.  
You hold a General insurance license. 
You have or are working towards the Chartered Insurance Professional (CIP) or Fellow Chartered Insurance Professional (FCIP) designation.  
What to expect:  

You are required to have your own vehicle, valid driver’s license and insurance.  
You will travel regularly.  
This role involves direct contact with clients and/or service providers in their environment.   
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. 

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.
 

 What you’re responsible for:  

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.

What to expect: 

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. 

To be successful: 

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 people 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 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.

As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
 
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
 
To be successful:
• 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.
 
To join our team:
• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
 
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• 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.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.
 

What you’re responsible for: 

Support 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 of the agency 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.

Complete front-line risk assessment and selection, following underwriting guidelines.

Complete home, commercial and farm inspections as required.

Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.

Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.

 

 What to expect: 

You will travel occasionally.  

You are required to have a valid driver’s license and insurance.  

Strict confidentiality with respect to client’s medical history, financial status and other personal information.   

Extended work hours, including weekends, may be required during peak periods.  

This role involves direct contact with clients and/or service providers in their environment.    

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. 

 

To be successful: 

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 build trusting relationships and provide guidance to support the development of peers.  

 

To join our team: 

Life License is required.

General or other Insurance License(s) may be required depending on the specialty focus for the role.

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

You have post-secondary education in a related field.
A minimum of two (2) years sales experience or related business or marketing experience is preferred.

Knowledge of insurance products and strong underwriting skills is an asset.


 

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.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines. 
 

What you’re responsible for: 

Sales, service and profitable growth of personal lines insurance products. 

Advise and recommend coverages and policies that best meet client needs. 

Prospect and cross sell by identifying and recommending additional products/services that benefit the client. 

Complete front-line risk assessment and selection following underwriting guidelines. 

Identify which risks require inspections and re-inspections. May be required to complete inspections. 

Achieve individual goals for client service, sales, quality and productivity. 

Support programs to build multi-client relationships. 

Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately. 

 

What to expect: 

Strict confidentiality with respect to client’s financial status and other personal information.   

This role involves direct contact with clients and/or service providers in their environment.   

You may be required have your own vehicle, valid driver’s license and insurance.

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.  

 

To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.   

You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.  

You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.   

You’re an effective team player and provide guidance to support the development of your peers.  

 

To join our team: 

General Insurance License is required or must obtain within two (2) months.

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

One (1) year sales and service experience or related business experience is preferred.

Knowledge of auto and property insurance products and experience with selling techniques is an asset.


 

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.

As an exclusive Financial Advisor of The 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 The 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.
 

 What you’re responsible for:  

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.

What to expect: 

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. 

To be successful: 

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 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.
Become a Financial Advisor with The Co-operators

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of the agency operation primarily through the sales and service of The Co-operators personal lines products (auto and home insurance) and may provide some basic support for additional product lines. 
 

What you’re responsible for: 

Sales, service and profitable growth of personal lines insurance products. 

Advise and recommend coverages and policies that best meet client needs. 

Prospect and cross sell by identifying and recommending additional products/services that benefit the client. 

Complete front-line risk assessment and selection following underwriting guidelines. 

Identify which risks require inspections and re-inspections. May be required to complete inspections. 

Achieve individual goals for client service, sales, quality and productivity. 

Support programs to build multi-client relationships. 

Respond to client questions and concerns, resolve customer complaints and escalate issues appropriately. 

 

What to expect: 

Strict confidentiality with respect to client’s financial status and other personal information.   

This role involves direct contact with clients and/or service providers in their environment.   

You may be required have your own vehicle, valid driver’s license and insurance.

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.  

 

To be successful: 

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and effectively manage your time in the quest of client satisfaction.   

You leverage information about client’s needs and situations to qualify sales opportunities and exhibit strong communication skills that allow you to clearly convey messages.  

You are committed to continuous improvement and building productive client relationships in order to exceed client expectations.   

You’re an effective team player and provide guidance to support the development of your peers.  

 

To join our team: 

General Insurance License is required or must obtain within two (2) months.

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

One (1) year sales and service experience or related business experience is preferred.

Knowledge of auto and property insurance products and experience with selling techniques is an asset.


 

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.

As the Senior Consultant for Individual Life for the Toronto, Metro-West Territory you will provide highly advanced education, practice management, tax and estate planning and complex case consultation on Life Insurance and Living Benefits products. You will work closely with Advisors and Distribution, Senior Management teams to achieve sales objectives through implementation of solutions for complex needs and offering product expertise for high-end insurance cases and estate planning situations.
 

What you’re responsible for:

Participating in the development of advanced sales programs and presentations and working with Advisors to proactively prospect and develop advanced cases within their book of business.
Developing and maintaining close working relationships with distribution channel partners and providing ongoing sales support to ensure optimum representation of Individual Life and Living Benefit products.
Providing sales consultation on complex life insurance cases, including conducting case analysis and recommending the appropriate products or solutions.
Preparing, updating and implementing business plans, developing tactical plans to meet annual growth and retention targets, and contributing to the continuous improvement of processes and procedures.
Keeping abreast of the competitive market and insurance product features of competitors, including consultation on and awareness of tax and estate planning challenges, industry trends, legislative changes and their impacts.
 

What to expect:

You will travel regularly.
You are required to have a valid driver’s license and insurance.
This role involves direct contact with clients and/or service providers in their environment.
Extended work hours, including evenings and weekends, will be 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.
 

To be successful:

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 build trusting relationships and provide guidance to support the development of peers.
 

To join our team:

You have 7+ years of progressive experience and knowledge of Individual Life, Living Benefits and/or Estate and Financial planning.
You have completed post-secondary education in a related discipline.
You have the Certified Financial Planner (CFP) and Chartered Life Underwriter (CLU) designations.
You hold the Mutual Funds, Life and Accident & Sickness (LLQP) licences.
You have sales experience in the financial services industry, including familiarity with advisor practice management.

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.

Full time employment opportunity starting at $50,000 base salary, plus commissions, paid medical and dental benefits and more!
A great opportunity, with growth and development, for someone passionate about financial services and holistic financial planning.
Apply today!
As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
 
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
 
To be successful:
• 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.
 
To join our team:
• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and/or a Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
 
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• 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.

As the Financial Service Representative you will focus on developing and deepening client relationships by providing high quality sales and financial services advice. You will be responsible to adhere to regulatory requirements and compliant sales practices and will drive sales growth in investments and life insurance through outbound prospecting and new client acquisitions.
 
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions.
• Engaging with prospects to proactively build a sales pipeline and developing marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations in alignment with Know Your Client requirements, opening new accounts and documenting recommendations or changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts to enhance agency visibility and maximize new business opportunities.
 
To be successful:
• 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.
 
To join our team:
• You have three years of experience in the financial services industry, including experience in investment and life product sales.
• You have a post-secondary education in a related discipline.
• You hold a Life License and Mutual Funds License.
• You have or are working towards a Financial Planning designation, such as the Certified Financial Planner (CFP), Chartered Life Underwriter (CLU) or Professional Financial Advisor (PFA) designation(s).
 
What to expect:
• You are required to have your own vehicle, valid driver’s license, and insurance.
• You will travel regularly.
• Extended work hours, including evenings and weekends will be required.
• Strict confidentiality with respect to client’s medical history, financial status and other personal
information.
• 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.

Our Distribution team aspires to be the leader in client engagement among Canadian Insurers. We strive to provide a seamless and personalized client experience. Our knowledgeable and trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities. This role may have an opportunity to specialize in one or more product areas such as life, group and wealth. The Associate Financial Advisor will identify prospects in both personal and business markets, determine needs and as a trusted Associate Advisor, make informed product recommendations. They may also be involved in the development and growth of personal lines products (home/auto insurance) and specialty lines (farm and/or commercial) portfolios.
 

What you’re responsible for: 

Support 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 of the agency 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.

Complete front-line risk assessment and selection, following underwriting guidelines.

Complete home, commercial and farm inspections as required.

Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.

Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.

 

 What to expect: 

You will travel occasionally.  

You are required to have a valid driver’s license and insurance.  

Strict confidentiality with respect to client’s medical history, financial status and other personal information.   

Extended work hours, including weekends, may be required during peak periods.  

This role involves direct contact with clients and/or service providers in their environment.    

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. 

 

To be successful: 

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 build trusting relationships and provide guidance to support the development of peers.  

 

To join our team: 

Life License is required.

General or other Insurance License(s) may be required depending on the specialty focus for the role.

Meet all provincial-licensing requirements in accordance with continuing education in order to obtain and maintain all licenses.

You have post-secondary education in a related field.
A minimum of two (2) years sales experience or related business or marketing experience is preferred.

Knowledge of insurance products and strong underwriting skills is an asset.


 

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.

As an exclusive Financial Advisor of The 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 The 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.
 

 What you’re responsible for:  

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.

What to expect: 

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. 

To be successful: 

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 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.