About the role
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.
Not the right fit? Search for Associate Financial Advisor jobs in Ajax, Ontario, Canada
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.
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About the role
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.
Not the right fit? Search for Associate Financial Advisor jobs in Ajax, Ontario, Canada
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.