Independent Financial Advisor

🕒 Agosto 13

🇨🇦 Canadá – Remoto

⏰ Tempo Integral

🟡 Pleno

🟠 Sênior

💸 Planejamento e Análise Financeira (FP&A)

👻 Score fantasma 22%

infoinfo

🗣️🇺🇸🇬🇧 Inglês obrigatório

🗣️🇫🇷 Francês obrigatório

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Logo of Co-operators

Co-operators

5001 - 10000 funcionários

🛡️ Seguros

💸 Finanças

👥 B2C

Insurance • Finance • B2C

A Co-operators é uma empresa canadense de serviços financeiros cooperativos que oferece uma ampla gama de produtos de seguros (residencial, automotivo, vida, viagem, agrícola, empresarial e benefícios em grupo) e soluções de investimento. Fundada em 1945 e operando em todo o Canadá com centenas de representantes locais, fornece aconselhamento financeiro personalizado, suporte a sinistros e serviços de conta online, com ênfase em comunidade, sustentabilidade e valores cooperativos.

Descrição

• Build strong client relationships, understand their goals, and deliver tailored financial solutions • Build and grow a profitable, sustainable client portfolio through prospecting, networking, referrals, and community engagement • Deliver personalized, advice-based insurance and wealth solutions • Represent Co-operators professionally and strengthen its reputation in served communities • Operate an independent advisory practice under the Co-operators brand • Distribute Co-operators products exclusively under the independent contractor agreement • Continuously develop expertise in insurance, wealth solutions, and market trends • Manage time, priorities, and the sales pipeline independently • Complete required background, credit, and eligibility checks

🎯 Requisitos

• Valid Insurance of person license in Quebec, or willingness to obtain it • Ongoing licensing and continuing education requirements • Experience in financial services, insurance, banking, or advice-based sales environments • Experience running a business • Background in wealth management, B2B sales, account management, or business development • Experience in client-facing advisory or relationship-management roles • Proficiency in French and English, spoken and written • Ability to build trusted relationships and convert them into sustainable business growth • Sales and business-development capabilities, including prospecting and networking • Clear, confident communication and strong organization • Disciplined follow-through, resilience, accountability, and self-motivation • Ability to complete comprehensive background, credit, and eligibility checks

🏖️ Benefícios

• Temporary onboarding income guarantee • Uncapped earning potential through commission-based compensation • Flexible, remote-friendly work model • Autonomy over your schedule • Comprehensive onboarding, training, mentorship, and ongoing development • Enterprise-level tools • Marketing resources • Product specialists and dedicated support teams • Backing of a trusted Canadian brand with a strong community presence and values-driven, client-first culture • Accommodations available throughout the recruitment process upon request

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