Financial Advisor in St.Catherines, ON

Job title:

Monetary Advisor in St.Catherines, ON

Firm

The Co-operators

Job description

Description :

Firm: CGIC/Co-operators

Division: Retail Gross sales

Employment Sort: Common Full-Time

Work Mannequin: Workplace Primarily based

Language: This position operates in English

Job Grade: 0-Not Relevant

For Extra Information Contact:

As an unique Monetary Advisor of Co-operators you’re an entrepreneurial-minded chief. You’re a excessive attaining enterprise builder who will handle your personal insurance coverage company with the complete assist of a longtime firm. As an impartial contracted Monetary Advisor of The Co-operators, you’ll construct robust, seen ties to the group and can domesticate long-term relationships along with your shoppers. By use of our unique expertise, instruments and processes, you’ll assist Canadians assess, outline and implement options to satisfy their monetary safety wants.

What you’re answerable for:

• Prospecting new shoppers to brazenly focus on danger administration and monetary targets and conducting opinions with shoppers to empower them to make knowledgeable selections.
• Cultivating robust group relationships to boost company visibility and maximize new enterprise alternatives to contribute to gross sales and development targets.
• Creating and executing enterprise, operational and advertising plans and supporting sustainability methods to assist Canadian communities develop into extra resilient.
• Recruiting and choosing expertise, teaching and mentoring staff, and managing your crew’s efficiency to facilitate their improvement and obtain company targets.
• Guaranteeing upkeep of required licences, compliance of moral behaviour and conformity with company insurance policies, business requirements and authorized laws.

What to anticipate:

• You’ll be away from the workplace regularly assembly with shoppers and/or members of the group of their setting.
• You might be required have your personal car, legitimate driver’s license and insurance coverage.
• It’s possible you’ll present assist to shoppers who’re experiencing a private or monetary loss. A excessive diploma of confidentiality and discretion is required.
• You’ll be topic to a Prison File and Shopper Historical past background examine as a situation of employment, within the occasion you’re the profitable candidate.

To achieve success:

• You stay centered and optimistic within the pursuit of a objective, regardless of obstacles, till the target is achieved and allocate time and sources to successfully handle the gross sales portfolio.
• You efficiently construct plans centered on increasing market penetration and apply an modern mindset to enhance operational efficiencies, with a shopper centric lens.
• You could have robust communication abilities to affect or persuade others to undertake a selected plan of action and may successfully facilitate mutually helpful options.
• You facilitate the adoption of change and create a high-performance tradition by way of alignment of your crew’s work with organizational targets.
• You utilize essential considering to information determination making and apply a strategic mindset to regulate enterprise plans primarily based on shifting priorities.

To affix our crew:

• You could have 3-5 years of administration expertise within the insurance coverage business or associated enterprise expertise.
• You could have post-secondary training in a associated subject.
• You maintain a Life licence and a Normal Insurance coverage licence, with a Mutual Funds licence as an asset.
• You could have accomplished or working towards one of many following skilled designations: CFP, CLU, CHFC or accredited Monetary Planning Designation.

What we provide:

• Coaching and improvement alternatives to develop your profession with one among Canada’s Greatest Employers.
• Alternatives to offer again to your group.
• A aggressive compensation bundle and advantages program.

Anticipated wage

Location

Saint Catharines, ON

Job date

Solar, 10 Mar 2024 08:46:14 GMT

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