Financial Security Advisor

🕒 April 23

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Co-operators

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

💸 Finance

👥 B2C

Finance • B2C

Co-operators is a Canadian co-operative financial services company offering a broad range of insurance products (home, auto, life, travel, farm, business, and group benefits) and investment solutions. Founded in 1945 and operating across Canada with hundreds of local representatives, it provides personalized financial advice, claim support, and online account services, and emphasizes community, sustainability, and co-operative values.

📋 Description

• Acquiring comprehensive knowledge of the client’s financial situation to create goal-based investment and financial plans. • Advising clients on estate planning to meet their needs and goals, in collaboration with internal and external resources. • Providing quotes, upselling and/or cross-selling other products and conducting front-line risk assessment in accordance with underwriting guidelines. • Cultivating, developing and maintain community relationships to enhance the branch’s visibility and maximize new business opportunities. • This role involves direct contact with clients and/or service providers in their environment.

🎯 Requirements

• You have a life insurance licence with the Autorité des marches financiers (AMF) • You have 1 to 2 years of experience in life insurance sales and business development • You have in-depth knowledge of life and wealth insurance products. • Having strong underwriting skills is an asset. • You have a college or university degree in a related field is an asset • Proficiency in both English and French is essential to the main duties in this role, including servicing and communicating primarily with majority anglophone and francophone clients, groups, and teams. • The essential non-French duties are not assignable to adjacent or other team members.

🏖️ Benefits

• Training and development opportunities to grow your career. • Opportunities to give back to your community. • Warm leads provided through our referral program. • Dedicated coaching and ongoing support to help you achieve your goals. • Flexible scheduling – set and manage your own hours. • Work from home anywhere in Quebec with full access to virtual tools and team support.