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Job summary

Identify and develop prospects across personal, business, non-profit, and agricultural markets, providing client-focused financial advice and recommendations for investments and life insurance. Build and manage a sales pipeline, conduct client needs analyses and regular plan reviews, document recommendations, and grow the agency’s investment and insurance business through community engagement.

Job details

Company Description Co-operators is a leading Canadian financial services co-operative offering multi-line insurance, wealth products, and financial advice to help clients build long-term financial strength and security. With over $56 billion in assets under management, the organization provides solutions across property and casualty insurance, life insurance, wealth management, institutional asset management, and brokerage operations. Governed by member organizations, including co-operatives, credit unions, and farm organizations, Co-operators is deeply rooted in community and client-focused values. The company’s vision of being a catalyst for a sustainable society is reflected through community investment, impact-driven partnerships, and support for financial literacy, mental health, flood safety, and sustainability initiatives. With over 600 locations and thousands of employees and advisors across Canada, Co-operators remains committed to putting client and community needs first. Pay: CA$80,000.00 - CA$100,000.00 per year Job description: The Associate Financial Advisor will identify prospects in personal, business, non-profit and agricultural markets, determine needs, and act as a trusted financial advisor in making informed product recommendations. As the Associate Financial Advisor 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 life and group products, 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 life insurance and investment plans, 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. Strong skills in communication (verbal and written), organization, time management, client service, decision making, problem solving. To join our team: You hold a valid Life License. Having three years of experience in the financial services industry, including experience in investment and life product sales is an asset. Having a post-secondary education in a related discipline is an asset. You hold a valid 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). NOTE: If you are not currently qualified, and you are the right candidate for the position, we will provide the training you require to succeed. 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 may be required. Job Type: Full-time Additional pay: Bonus pay Commission pay Benefits: Dental care Disability insurance Employee assistance program Extended health care Life insurance Paid time off Vision care Flexible language requirement: French not required Schedule: Monday to Friday Ability to commute/relocate: Thorsby, AB: reliably commute or plan to relocate before starting work (required) Education: Secondary School (preferred) Experience: Financial services: 2 years (required) Work Location: In person

What you’ll do

Identify and develop prospects across personal, business, non-profit, and agricultural markets, providing client-focused financial advice and recommendations for investments and life insurance. Build and manage a sales pipeline, conduct client needs analyses and regular plan reviews, document recommendations, and grow the agency’s investment and insurance business through community engagement.

Requirements

A valid Life License and Mutual Funds License are required, along with two years of financial services experience; three years of industry experience and investment and life product sales experience are listed as assets. A related post-secondary education and a financial planning designation such as CFP, CLU, or PFA are assets, and candidates must have a vehicle, valid driver’s license, and insurance.

Benefits

• Dental Care • Disability Insurance • Employee Assistance Program • Extended Health Care • Life Insurance • Paid Time Off • Vision Care

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Organization · Preferred
• Regulatory Compliance · Preferred
• Decision Making · Preferred
• Sales · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Client Relationship Management · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Advice
• Sales
• Client Relationship Management
• Prospecting
• Investment Products
• Life Insurance
• Needs Analysis
• Financial Planning
• Know Your Client Compliance
• Regulatory Compliance
• Communication
• Organization
• Time Management
• Client Service
• Decision Making
• Problem Solving

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support