Insurance Financial Advisor

Job summary

Assess clients’ financial needs and goals, develop tailored insurance and financial recommendations, and explain insurance and investment products. Coordinate with internal advisory teams, maintain accurate client records, keep current with regulations and product changes, and support business development and ongoing client account servicing.

Job details

Company Description Qopia Financial is a holistic financial services firm serving diverse clients across Canada with a focus on Wealth Management, Financial Planning, Life and Accident Insurance, and Group Benefits. Inspired by the concept of “cornucopia,” the company is dedicated to providing comprehensive, abundant support for clients’ most important financial decisions. In addition to core advisory services, Qopia offers in-house accounting, a wills and estates team, mortgage specialists, and general insurance brokers. This integrated model enables clients to build a strong financial foundation and plan for a smooth transition of their legacy to future generations. Team members collaborate across specialties to deliver coordinated, client-centered solutions. Role Description The Insurance Financial Advisor is a full-time, hybrid role based in Calgary, AB. This role focuses on advising clients primarily regarding their investments and financial plan/goals. Day-to-day responsibilities include meeting with clients to assess needs, preparing tailored insurance and financial recommendations, and explaining insurance investment products and their mandates. The advisor will collaborate with wealth management, financial planning, insurance specialists, and our group benefits team to integrate insurance strategies into comprehensive financial plans. Additional tasks include maintaining accurate client records, staying current on industry regulations and product changes, and participating in business development activities such as networking and client outreach, along with continuous servicing of client accounts. Qualifications Strong knowledge and practical experience in Financial Planning and Retirement Planning, with the ability to develop holistic client strategies. Solid understanding of Finance and Investments to integrate insurance solutions into broader wealth and risk management plans. Expertise in Insurance products, including life, accident, and group benefits, and the ability to clearly explain coverage options and implications. Relevant licensing or registration to advise on insurance and financial products in Alberta for at least 3 years. Excellent interpersonal and communication skills, with a client-focused, ethical approach and the ability to build long-term relationships. Strong analytical and problem-solving abilities, including comfort with financial modeling, needs analysis, and product comparison. Proven organizational skills, attention to detail, and the ability to manage multiple client cases in a fast-paced environment. Post-secondary education in finance, business, economics, or a related field is an asset; industry designations (e.g., CFP, CLU) are considered beneficial.

What you’ll do

Assess clients’ financial needs and goals, develop tailored insurance and financial recommendations, and explain insurance and investment products. Coordinate with internal advisory teams, maintain accurate client records, keep current with regulations and product changes, and support business development and ongoing client account servicing.

Requirements

Candidates should have at least three years of relevant licensing or registration to advise on insurance and financial products in Alberta, along with practical financial and retirement planning experience and knowledge of investments and insurance products. Strong communication, analytical, organizational, and client relationship skills are required; post-secondary education in a related field and designations such as CFP or CLU are assets.

Listed skills

• Financial planning · Preferred
• Relationship Building · Preferred
• Organization · Preferred
• Attention to detail · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Retirement Planning
• Investment Knowledge
• Insurance Product Expertise
• Client Needs Assessment
• Financial Modeling
• Needs Analysis
• Product Comparison
• Client Communication
• Relationship Building
• Analytical Problem-Solving
• Organization
• Attention to Detail
• Business Development
• Regulatory Knowledge
• Client Account Servicing

Job areas

• Finance & Accounting
• Sales
• Customer Service & Support