Independent Financial Advisor

🕒 il y a 1 mois

🇨🇦 Canada – Télétravail

⏰ Temps Plein

🟡 Intermédiaire

🟠 Senior

💸 Planification et Analyse Financières (FP&A)

👻 Score fantôme 14%

infoinfo

🗣️🇺🇸🇬🇧 Anglais requis

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Logo of Co-operators

Co-operators

5001 - 10000 employés

🛡️ Assurance

💸 Finance

👥 B2C

Insurance • Finance • B2C

Co-operators est une entreprise canadienne de services financiers coopératifs offrant une large gamme de produits d'assurance (habitation, auto, vie, voyage, ferme, entreprise et avantages collectifs) et des solutions d'investissement. Fondée en 1945 et opérant à travers le Canada avec des centaines de représentants locaux, elle offre des conseils financiers personnalisés, un soutien aux sinistres et des services de compte en ligne, tout en mettant l'accent sur la communauté, la durabilité et les valeurs coopératives.

Description

• 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

🎯 Exigences

• 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

🏖️ Avantages

• 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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