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.

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.

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.

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.

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.