Financial Advisor - Caledonia


Greater Toronto and Hamilton Area
Caledonia, Ontario

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 leadership experience or related business experience.
  • You have completed post-secondary education, a degree or diploma issued by an accredited college or university. 
  • You possess or willing to obtain a Life license (LLQP) and a General Insurance license (OTL); with a Mutual Funds license considered 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:

  • Partnership with our internal team of advanced financial planning experts and resources of the wealth planning, and insurance planning specialist.
  • Training and development opportunities to grow your career with one of Canada’s Best Employers.   
  • Internal resources to support marketing and advertising needs. 
  • Opportunities to give back to your community with the backing and support of Co-operators brand.
  • A competitive compensation package and benefits program.

Become a Financial Advisor with The Co-operators

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