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Associate Financial Advisor

Co-operators2 days ago
Toronto, ON
CA$45,000/year
Mid Level
full_time

Top Benefits

Dental care
Disability insurance
Employee assistance program

About the role

About us

Thinking about a career with The Co-operators? We are a proud Canadian bilingual co-operative that employs talent from coast to coast. We have major offices in Vancouver, Calgary, Edmonton, Regina, Winnipeg, Guelph, Mississauga, Toronto, Ottawa, Montreal, Quebec City, Laval, and Moncton as well as a number of retail insurance outlets across the country.

Our culture is caring, innovative and collaborative and we value work-life balance. We have a wide range of professional opportunities and we believe in the career development of our people. Our compensation and benefits are competitive, and we support wellness. We are a responsible corporate citizen with a focus on sustainability and the communities we serve. Think about it, this could be a BETTER place to grow your career.

The ideal candidate(s) will have (or must have to obtain) an OTL Licence AND an LLQP.

Roles and Responsibilities include:

  • Support development of the agency operation through the sales and profitable growth of life, home and commercial insurance products.

  • Service and support the life, home and commercial insurance portfolio of the agency while adhering to compliance rules and regulations for the sale of life and general insurance and wealth management products.

  • Proactively complete client reviews focusing on life, home and commercial insurance products.

  • Prospect and cross sell all lines of business by completing needs analysis for clients in accordance with the agency Business Plan.

  • Complete front-line risk assessment and selection, following underwriting guidelines.

  • Complete home and commercial inspections as required.

  • Achieve individual goals for client service, sales, quality and productivity and contribute to the achievement of overall agency sales and growth goals.

  • Develop annual marketing plans outlining strategies and activities to meet goals in each product area of responsibility.

  • Support programs to build multi-client relationships.

  • Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.

Working hours are Monday to Friday, 9:00 am to 5:00 pm with some flexibility to accommodate clients. The position has a base salary described above plus commissions and potential bonuses for meeting targets.

Experience and a second language (Tagalog) an asset.

Job Types: Full-time, Commission, Permanent

Pay: From $45,000.00 per year

Additional pay:

  • Commission pay

Benefits:

  • Dental care
  • Disability insurance
  • Employee assistance program
  • Extended health care
  • Life insurance
  • On-site parking
  • Paid time off
  • Wellness program

Schedule:

  • 8 hour shift
  • Monday to Friday

Language:

  • Tagalog (required)

Work Location: In person

About Co-operators

Financial Services
5001-10,000

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.