Associate Financial Advisor

Job summary

The role involves assessing client financial needs to develop tailored insurance and wealth solutions for long-term growth. Responsibilities include preparing financial summaries, reviewing portfolios, and maintaining accurate records in compliance with regulatory standards.

Job details

Company Description Co-operators is a leading Canadian financial services co-operative offering multi-line insurance, wealth products, and financial advice to help clients build long-term security. With over $56 billion in assets under management, the organization provides solutions through property and casualty insurance, life insurance, wealth management, institutional asset management, and brokerage operations. Governed by member organizations, including co-operatives, credit union centrals, and farm organizations, Co-operators is deeply rooted in community and collaboration. The company’s vision is to be a catalyst for a sustainable society, demonstrated through community investment, impact-driven partnerships, and support for financial literacy, mental health, flood safety, and sustainability initiatives. With over 600 locations, 6,000 employees, and a network of more than 2,500 licensed insurance representatives, Co-operators remains committed to putting the needs of clients and communities first. Role Description The Associate Financial Advisor is a full-time, on-site role based in Ajax, ON. This position supports clients by assessing their financial needs, explaining insurance and wealth solutions, and helping them develop tailored plans for protection and long-term growth. Day-to-day responsibilities include meeting with clients, preparing financial summaries and recommendations, reviewing portfolios, and supporting retirement and investment planning strategies in alignment with Co-operators’ offerings. The role also involves maintaining accurate client records, ensuring compliance with regulatory and company standards, and collaborating with senior advisors and team members to deliver a consistent and high-quality client experience. The Associate Financial Advisor may also participate in community outreach and client acquisition activities to grow the local client base. Qualifications Strong foundation in Financial Planning and Financial Advisory to support clients in developing comprehensive financial strategies. Knowledge of Finance and Investments to analyze products, assess risk, and recommend suitable solutions aligned with client objectives. Experience or training in Retirement Planning to help clients build sustainable, long-term income and protection plans. Relevant post-secondary education in finance, business, economics, or a related field; professional designations (e.g., CFP, PFP, or progress toward such certifications) are an asset. Excellent interpersonal, communication, and client service skills, with the ability to explain complex concepts in a clear, accessible manner. Strong analytical, organizational, and time-management abilities, with attention to detail and commitment to regulatory compliance. Comfort working with financial software, CRM tools, and Microsoft Office; willingness to learn Co-operators’ systems and processes. Ability to work on-site in Ajax, ON, collaborate with a local advisor team, and contribute to community-focused initiatives. Has a valid LLQP and mutual funds license

What you’ll do

The role involves assessing client financial needs to develop tailored insurance and wealth solutions for long-term growth. Responsibilities include preparing financial summaries, reviewing portfolios, and maintaining accurate records in compliance with regulatory standards.

Requirements

Candidates need a post-secondary education in finance or a related field and must hold valid LLQP and mutual funds licenses. Professional designations like CFP or PFP are considered an asset.

Listed skills

• Time management · Preferred
• Customer service · Preferred
• Regulatory Compliance · Preferred
• Financial planning · Preferred
• Microsoft Office · Preferred
• CRM Tools · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial Planning
• Financial Advisory
• Finance
• Investments
• Retirement Planning
• Client Service
• Analytical Skills
• Organizational Skills
• Time Management
• CRM Tools
• Microsoft Office
• Regulatory Compliance

Job areas

• Finance & Accounting
• Sales
• Consulting