About Our Client: The Co-operators is a leading Canadian financial services co-operative. The Co-operators offers multi-line insurance and investment products, services, and advice to build financial strength and security. With over $56 billion in assets under management, they provide financial solutions and security through property and casualty (P&C) insurance, life insurance, investment management, institutional asset management and brokerage operations.
Location: Ajax, Uxbridge or Pickering, ON.
The Opportunity:
- Are you an outgoing, sales-focused, collaborative leader with a passion for the financial industry? Our client’s team is on a mission to lead the pack in client engagement within the Canadian insurance landscape. Committed to delivering a seamless, personalized experience, their knowledgeable and trusted team is dedicated to tailoring financial solutions to meet each client’s unique needs.
- To help get you there, Co-Operators invest in your potential with training, education, and the resources available to you in the Co-Operators community.
- This trainee position begins as an Account Representative role, providing you with hands-on experience while you acquire your designated insurance licenses, setting you on the path to becoming a Financial Advisor. Upon obtaining the OTL, LLQP, and Mutual Funds licenses, you’ll embark on a 48-month contract designed to foster your success as an independent high-achieving business builder for the Co-Operators.
- As a Financial Advisor with The Co-operators, you’ll establish strong community ties and cultivate lasting client relationships. Leveraging their exclusive technology, tools, and processes, you’ll guide Canadians in assessing, defining, and implementing solutions to secure their financial future. Are you ready to launch your career and make a meaningful impact? Join our client and become a driving force in shaping financial security for individuals and communities alike!
Responsibilities:
- Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
- Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
- Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
- Recruiting and selecting talent, coaching, and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
- Ensuring maintenance of required licenses, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
Required Skills and Knowledge:
- Remains focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
- Successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
- Strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
- Facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
- Use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
Education and Experience:
- You have 1-2 years of management experience in the insurance or financial industry or related experience.
- You have post-secondary education in a related field.
- Willing to obtain the LLQP, OTL and Mutual Funds License.
- Completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation is an asset.
Application Instructions:
To apply, please send a resume to Melanie McQueen at [email protected]
Summit Search Group is a fair and equitable search firm. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.
Melanie McQueen
Job ID
City
- Markham, ON
Remuneration
On Site
Melanie McQueen
Job ID
City
- Markham, ON
Remuneration
On Site 