About the role
Company Description
Co-operators is a leading Canadian financial services co-operative offering wealth products, multi-line insurance, and advice to build financial strength and security. Since 1945, we have prioritized the needs of our clients and communities.
Role Description
This is a full-time on-site role for a licensed mutual fund/insurance advisor, located in St. Albert, AB. The roll will be responsible for identifying client needs, explaining investment and insurance options, providing quotes, and maintaining client relationships. The advisor will also provide exceptional customer service, and support clients in various financial decisions related to insurance and investments products.
Qualifications
- Investments and insurance knowledge and experience
- Strong Customer Service skills
- Mutual fund licensing acquired
- Life insurance acquired for provice of Alberta or willing to acquire within first 30 days of employment
- Excellent interpersonal and communication skills
- Proven ability to work independently and as part of a team
- Experience in using CRM software and tools is an asset
- Bachelor’s degree in Business, Finance, or a related field is preferred
About Co-operators
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations.
We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming.
With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first.
Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.
About the role
Company Description
Co-operators is a leading Canadian financial services co-operative offering wealth products, multi-line insurance, and advice to build financial strength and security. Since 1945, we have prioritized the needs of our clients and communities.
Role Description
This is a full-time on-site role for a licensed mutual fund/insurance advisor, located in St. Albert, AB. The roll will be responsible for identifying client needs, explaining investment and insurance options, providing quotes, and maintaining client relationships. The advisor will also provide exceptional customer service, and support clients in various financial decisions related to insurance and investments products.
Qualifications
- Investments and insurance knowledge and experience
- Strong Customer Service skills
- Mutual fund licensing acquired
- Life insurance acquired for provice of Alberta or willing to acquire within first 30 days of employment
- Excellent interpersonal and communication skills
- Proven ability to work independently and as part of a team
- Experience in using CRM software and tools is an asset
- Bachelor’s degree in Business, Finance, or a related field is preferred
About Co-operators
As a leading Canadian financial services co-operative, Co-operators offers multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we provide financial solutions and security through property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management and brokerage operations. We are governed by member organizations, including co-operative organizations, credit union centrals and representative farm organizations.
We are rooted in the idea that together, we are stronger, safer, and more resilient. Our vision to be a catalyst for a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and active volunteerism. We champion and fund the development of community-oriented co-operatives and social enterprises, invest for positive impact, and work hard to contribute to communities across Canada by supporting financial literacy, mental health, flood safety, and sustainability initiatives and programming.
With over 600 locations across the country, over 6,000 employees and a dedicated financial advisor network of over 2,500 licensed insurance representatives, we remain true to our roots: putting the needs of our clients and our communities first.
Our response to COVID-19 As an essential service, we took immediate steps to ensure the health and safety of our people, clients, and communities. We’re following the direction of Health Canada as we roll out a phased return to corporate and local offices across the country. If you have applied for a posted role, a recruiter will be in touch with an update. Currently, all interviews are being conducted remotely.