Associate Financial Advisor

Job summary

The Associate Financial Advisor is responsible for supporting agency operations through outbound prospecting, client contact, and sales activities. They will conduct client reviews, identify financial product opportunities, and collaborate with team members to meet financial goals.

Job details

Full job description Make a difference in the community by joining an organization that regularly gives back! Earn a competitive base salary of $55,000 - $75,000 plus commission and comprehensive benefits Become a key part of a forward-thinking, inclusive, and diverse team that values every perspective About Co-operators As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and investment products, services, and advice to build financial strength and security. We are governed by member organizations, including co-operative organizations, credit union centrals, and representative farm organizations. We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming. To learn more about us, please visit: cooperators.ca/en/about-us About the Opportunity Co-operators has exciting full-time opportunities for Associate Financial Advisor roles at two of our branches: In this position, you will be primarily responsible for supporting and developing agency operations through outbound prospecting, client contact and sales activities. Your responsibilities include, but are not limited to: Scheduling meetings, file reviews, and conducting callbacks Obtaining customer referrals in-office Collaborating effectively with team members Prospecting new clients to openly discuss risk management and financial goals Conducting reviews with clients to empower them to make informed decisions Identifying opportunities to match members with the right products and solutions that help shape their financial fitness More About You To qualify for this role, you must have post-secondary education in business or related fields, along with a minimum of 2-3 years of relevant experience. The following are also required: Ability to undergo a criminal record check Must be bondable Ability to undergo a bankruptcy check and must not have been declared bankrupt or undergone any bankruptcy or consumer proposal in the past three years* Ability to undergo and pass a credit score check* All information provided will be kept confidential and used solely for assessing the candidate’s suitability for roles that require financial responsibility. The following skills and experience will be strong attributes: Advanced knowledge of Wealth Management products, services, and regulations, including life insurance Possess or ability to obtain a Life and Mutual Fund license Possess or the ability to obtain QAFP or PFA within 3 to 5 years General or other Insurance License(s) may be required depending on the specialty focus of the role Comfortable in a tech-driven environment, proficient in Microsoft Office As our ideal candidate, you are proficient in both verbal and written communication, possess excellent interpersonal and marketing skills, and work seamlessly in collaborative office or remote team environments. You prioritize work-life balance for well-being and productivity in a dynamic setting, demonstrate success in developing and promoting business, and have a proven ability to work effectively in both team and remote settings. Additionally, you are strong in organization, time management, client service, decision-making, and problem-solving. This is a fantastic opportunity for an enthusiastic and detail-oriented individual to join our team as an Associate Financial Advisor, where you will have the chance to build strong client relationships and contribute to their financial success. About the Benefits In exchange for your hard work and dedication, you will receive a highly competitive base salary of $55,000 - $75,000, negotiable dependent on experience, plus commission along with a great host of benefits, including: Comprehensive health, dental, life, and AD&D insurance benefits Bonus pay and competitive wages Paid vacations with the first full year Company pension plan Opportunity for professional development Experience the strength of a corporate giant intertwined with grassroots community dedication - apply today! Job Type: Full-time Pay: $55,000.00-$74,000.00 per year Work Location: In person

What you’ll do

The Associate Financial Advisor is responsible for supporting agency operations through outbound prospecting, client contact, and sales activities. They will conduct client reviews, identify financial product opportunities, and collaborate with team members to meet financial goals.

Requirements

Candidates must have post-secondary education in business or a related field and a minimum of 2-3 years of relevant experience. Applicants must also be bondable and capable of passing criminal, bankruptcy, and credit background checks.

Benefits

• Health insurance • Dental insurance • Life insurance • AD&D insurance • Bonus pay • Paid vacations • Company pension plan • Professional development

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Problem solving · Preferred
• Organization · Preferred
• interpersonal skills · Preferred
• Outbound Prospecting · Preferred
• Risk Management · Preferred
• Decision Making · Preferred
• Sales · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Microsoft Office · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Outbound prospecting
• Client contact
• Sales
• Risk management
• Financial planning
• Wealth management
• Microsoft Office
• Communication
• Interpersonal skills
• Marketing
• Organization
• Time management
• Client service
• Decision-making
• Problem-solving

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support