- 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.
- 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.
- 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.
- You have 3-5 years of management experience in the insurance industry or related business experience.
- You have post-secondary education in a related field.
- You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
- You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
- Training and development opportunities to grow your career with one of Canada's Best Employers.
- Opportunities to give back to your community.
- A competitive compensation package and benefits program.
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Financial Advisor/Financial Services Specialist IIROC
Found in: Talent CA C2 - 5 days ago
CIBC Ottawa, Canada Temps pleinNous bâtissons une banque axée sur les relations pour un monde moderne. Nous recrutons des professionnels talentueux et passionnés qui ont à cœur de faire ce qu'il faut pour nos clients. · À la Banque CIBC, nous misons sur vos forces et vos ambitions pour vous donner le pouvoir ...
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Financial Advisor
Found in: Talent CA C2 - 1 day ago
Desjardins Ottawa, Canada Full timeDesjardins Financial Security Investments (DFSI) Ottawa has a great opportunity for an experienced Financial Advisor. As an individual advisor, you will contribute to the intake, prospecting, solicitation, development or maintenance of business relationships with members and clie ...
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Financial Advisor
Found in: Adzuna CA C2 - 1 hour ago
Financière Sun Life Gloucester, Canada Full timeAs a Sun Life Financial advisor you'll receive exceptional training and support to help build your business, competitive compensation, and ongoing recognition for your achievements. · Let's talk. This could be the start of something great · What's in it for you?Be in charge of yo ...
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Financial Advisor
Found in: beBee S2 CA - 5 days ago
Royal Bank of Canada OTTAWA, Canada Full timeJob Summary · Job Description · What is the opportunity? · As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You provide our clients with proactive ...
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Financial Advisor
Found in: Jooble CA O C2 - 1 day ago
People Corporation Ottawa, ON, CanadaWe are seeking a Individual Financial Services Consultant (LLQP) to join our Coughlin team in Ottawa. · Individual Financial Services Consultant (IFS) will offer guidance to customers regarding various insurance offerings such as life, living benefits, travel insurance, and regi ...
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Financial Advisor
Found in: Jooble CA O C2 - 23 hours ago
Sun Life Financial Gatineau, QC, CanadaApply locations Gatineau, Quebec time type Full time posted on Posted 18 Days Ago job requisition id JR You are as unique as your background, experience and point of view. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with ...
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Senior Financial Advisor
Found in: Talent CA C2 - 2 days ago
Scotiabank Ottawa, CanadaAt Scotiabank we help employees build their futures – where they can be themselves, and win together. With a commitment to diversity and inclusion and a performance-oriented culture that includes coaching, learning, and development – there are endless possibilities. At Scotiabank ...
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Financial Advisor
Found in: Talent CA C2 - 1 day ago
Desjardins Port-Cartier, CanadaYou will be attentive to what our members and clients are saying to better understand and address each specific situation, with the objective of optimizing their financial health. You will be committed to providing excellent customer service so as to offer the highest quality fin ...
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sun life financial advisor
Found in: Talent CA C2 - 1 day ago
Sun Life Ottawa, Canada Full timeJob Description · : Req#JR FC17/105 Ottawa Capital · What's holding you back from building your own business? · Take control of your life and determine your own success. Enjoy financial independence and work life balance. · As a Sun Life advisor, you'll receive exceptional traini ...
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Financial security advisor
Found in: Jooble CA O C2 - 1 day ago
Desjardins Group Gatineau, QC, CanadaFinancial security advisor page is loaded Financial security advisor · Apply remote type The work arrangement for the position is full-time telework locations Québec Amqui Gatineau L'île-Perrot Vaudreuil-Dorion time type Full time posted on Posted Yesterday job requisition id R ...
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sun life financial advisor
Found in: Jooble CA O C2 - 23 hours ago
Sun Life Financial Gatineau, QC, CanadaSUN LIFE FINANCIAL ADVISOR page is loaded · SUN LIFE FINANCIAL ADVISOR · Apply locations Gatineau, Quebec time type Full time posted on Posted 18 Days Ago job requisition id JR You are as unique as your background, experience and point of view. Here, you'll be encouraged, empo ...
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sun life financial advisor
Found in: Talent CA C2 - 1 day ago
Sun Life Gatineau, Canada Full timeJob Description · : Req#JR FC076 Outaouais · What's holding you back from building your own business? · Take control of your life and determine your own success. Enjoy financial independence and work life balance. · As a Sun Life advisor, you'll receive exceptional training and s ...
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Financial Services Consultant
Found in: Jooble CA O C2 - 1 day ago
Canadian Imperial Bank of Commerce Ottawa, ON, Canada Full timeFinancial Advisor/Financial Services Specialist IIROC page is loaded Financial Advisor/Financial Services Specialist IIROC · Apply locations Ottawa, ON time type Full time posted on Posted 2 Days Ago job requisition id We're building a relationship-oriented bank for the modern w ...
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Chief Administration Officer
Found in: Appcast CA C2 A - 1 day ago
MNP Executive Search & Professional Recruitment Ottawa, CanadaABOUT THE CONFIDENTIAL COMPANY · The organization is active across the GTA and in Eastern Ontario, and is in the real estate development sector. They have a team of over 300 staff with expertise in real estate development, engineering, land use planning, manufacturing, and techno ...
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Community Mortgage Loan Officer
Found in: Jooble CA O C2 - 1 day ago
Canadian Imperial Bank of Commerce Ottawa, ON, CanadaMobile Mortgage Advisor (Ottawa, Napanee, Brockville, Perth, Kingston) page is loaded Mobile Mortgage Advisor (Ottawa, Napanee, Brockville, Perth, Kingston) · Apply locations ON-81 Bay Street-Virtual time type Full time posted on Posted 4 Days Ago job requisition id We're buildin ...
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Mortgage Agent
Found in: Adzuna CA C2 - 1 hour ago
SJC Financial Ottawa, CanadaThinking about becoming a mortgage agent? Join SJC Financial, one of Canada's top mortgage brokerages. We help Canadians finance over $100+ million in volume per year. SJC Financial offers high quality training, finance tools, and provides crucial hands-on experience. Work comple ...
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Personal Banker Associate I
Found in: Jooble CA O L C2 - 7 hours ago
Canadian Imperial Bank of Commerce Ottawa, ON, CanadaAssociate Financial Advisor Campus Development Program page is loaded Associate Financial Advisor Campus Development Program · Apply locations Ottawa, ON time type Full time posted on Posted 2 Days Ago job requisition id We're building a relationship-oriented bank for the modern ...
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Financial Planner Assistant
Found in: Talent CA C2 - 3 days ago
Desjardins Financial Security Independent Network - Ottawa #118 Ottawa, CanadaFinancial Planner Assistant · Our company is growing rapidly and is hiring a Financial Planner Assistant. If you are looking for an exciting place to work, please look at the description below. · This position is an advisor support position that provides technical support to a le ...
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Associate Advisor
Found in: Talent CA C2 - 2 weeks ago
Desjardins Financial Security Independent Network - Ottawa #118 Ottawa, Canada Full timeASSOCIATE ADVISORDesjardins Financial Security Independent Network Desjardins Financial Security Independent Network (DFSIN) is currently recruiting a permanent, full-time Associate Advisor to join our successful, innovative, and growing firm. If you are passionate about helping ...
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Commercial RIA
Found in: Jooble CA O L C2 - 7 hours ago
RBC Ottawa, ON, CanadaJob SummaryJob DescriptionGrow your business, your way with RBCAs an Investment Advisor at RBC Dominion Securities, you can help your clients reach their goals, while we help you reach yours. Maybe youve dreamed of starting your own business, but havent had the training, support, ...
Financial Advisor in Ottawa, ON - Co-operators
Description
Company: CGIC/Co-operators
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Office Based
Language: Fluent in English is required, French is an asset
Job Grade: 0-Not Applicable
For More Info Contact: Trina Jimmo <>
The Opportunity
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 The 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:
What to expect:
To be successful:
To join our team:
What we offer: