- 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.
-
Financial Advisor
3 days ago
Scotiabank Oakville, CanadaRequisition ID: 165914 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...
-
Financial Advisor
1 day ago
Royal Bank of Canada Oakville, Canada**Job Summary** · **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 your clients with proactive, professi ...
-
Financial Advisor
5 days ago
Scotiabank Oakville, CanadaRequisition ID: 189099 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...
-
Financial Advisor
6 days ago
Scotiabank Oakville, CanadaRequisition ID: 198706 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...
-
Financial Advisor
3 days ago
Scotiabank Oakville, CanadaRequisition ID: 165649 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...
-
CIBC Hamilton, 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 ...
-
Associate Financial Advisor
1 week ago
CIBC Niagara Falls, CanadaWe're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. · At CIBC, we embrace your strengths and your ambitions, so you are empowered at work. Our team members have what ...
-
Financial Advisor- Niagara
3 days ago
Scotiabank Niagara Falls, Canada Full timeRequisition ID: 172076 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themselves, and win together. ...
-
CIBC Oakville, 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 ...
-
Financial Advisor Assistant
4 hours ago
Nour Private Wealth Oakville, Canada**Job description** · Nour Private Wealth (NPW) is seeking experienced financial advisor assistants to join our firm and help service our client base. As a financial advisor assistant, you will work side by side with a team of experienced professionals and other financial advisor ...
-
Financial Services Advisor
3 days ago
Selectpath Benefits & Financial Inc. Oakville, CanadaSelectpath Benefits & Financial Inc. works in partnership with our clients to guide them along "the Right Path" to financial security and success by implementing customized solutions through innovation, excellence, and integrity. Our team of industry experts specializes in benefi ...
-
Jr. Financial Advisor
3 days ago
Aria Benefits Oakville, CanadaDo you have a passion for helping other achieve their financial goals? Do you love exploring and understanding investment options that best suit customers' financial needs? Are you looking to grow your career as a Financial Advisor in an innovative and leading-edge organization? ...
-
Financial Advisor Assistant
1 week ago
WSC Financial Solutions Inc. Oakville, Canada**Who are we ?** · WSC Financial Solutions is a multi · - advisor corporation associated with Sun Life Financial, located in Oakville Ontario. We are a 14-member team, specializing in financial planning, wealth management and insurance strategies. Our clients include higher net w ...
-
Financial Advisor Intern
1 week ago
Royal Bank of Canada Hamilton, Canada**Job Summary** · **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 your clients with proactive, professi ...
-
Financial Advisor- Simcoe Branch
3 days ago
Scotiabank Niagara Falls, Canada Full timeRequisition ID: 172071 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themselves, and win together. ...
-
SH Consulting Group Stoney Creek, Canada**Administrative Assistant to Financial Advisors** · **Company Overview**: We are a leading financial services firm specializing in providing comprehensive wealth management solutions to our clients. Our team of dedicated and experienced Financial Advisors is committed to deliver ...
-
Financial Advisor- Westdale Village
3 days ago
Scotiabank Hamilton, CanadaRequisition ID: 188955 · Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. · **About the role**: · **What your role will be** · Financial Advisor · At Scotiabank we help employees build their futures - where they can be themsel ...
-
CIBC Hamilton, 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 ...
-
sun life financial advisor
5 days ago
Sun Life St. Catharines, Canada Full timeJob Description · : Req#JR FC16 Greater Niagara · 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 ...
-
CIBC Hamilton, 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 ...
Financial Advisor in ON - Saint Catharines, Canada - Co-operators
Description
Company: CGIC/Co-operators
Department: Retail Sales
Employment Type: Regular Full-Time
Work Model: Office Based
Language: This role operates in English
Job Grade: 0-Not Applicable
For More Info Contact:
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:
