Financial Advisor
Co-operatorsPenticton, British Columbia, Canada
Posted October 17, 2024
80000 - 90000 CAD year
Full Time
About the Company
Co‑operators is Canada’s largest financial services co‑operative, delivering a full suite of property‑and‑casualty, life, and wealth‑management solutions backed by more than $56 billion in assets under management. Governed by a network of member co‑ops, credit unions and farm organisations, the company blends traditional insurance products—home, auto, commercial, farm, travel—with investment, group and brokerage services to meet the diverse needs of individuals and businesses across the country. Its distinct co‑operative model places members, communities and sustainability at the heart of its operations, driving initiatives in financial literacy, mental health, flood safety and green investment. With over 600 branches, 6,000 employees and a nationwide network of 2,500 licensed advisors, Co‑operators remains committed to building financial strength and resilience for Canadians.
Job Description
As a Financial Advisor, you will manage your own insurance agency with the full support of Co-operators, building strong community relationships and cultivating long-term client relationships.
Requirements
- Prospecting new clients to discuss risk management and financial goals
- Cultivating strong community relationships to enhance agency visibility
- Developing and executing business, operational and marketing plans
- Recruiting and selecting talent, coaching and mentoring employees
- Maintaining required licenses and compliance with corporate policies
Benefits
- Training and development opportunities
- Opportunities to give back to the community
- Competitive compensation package and benefits program