Associate Financial Advisor

Overview

Associate Financial Advisor – Co-operators . This regular full-time, office-based role requires English (French is an asset). This role is currently vacant.

The Associate Financial Advisor plays a key role in supporting and developing agency operations through outbound prospecting, client contact and sales activities, with potential to specialize in life, group and wealth; opportunities may also include personal lines (home/auto) and specialty lines (farm and/or commercial).

Responsibilities

• Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
• Service and support the life, group and wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
• Proactively complete client reviews focusing on life and wealth management products.
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