Financial Advisor (Calgary - Heritage)

• 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. 

• You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
• You are required have your own vehicle, valid driver’s license and insurance.  
• You may provide support to clients who are experiencing a personal or financial loss. A high degree of confidentiality and discretion is required. 
• You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate. 

• You remain 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.   
• You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.     
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.    
• You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.   
• You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.   

• You have 3-5 years of management experience in the insurance industry or related business experience.
• You have post-secondary education in a related field.
• You hold a Life license and a General Insurance license, with a Mutual Funds license as an asset.
• You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.

What we offer:

• Training and development opportunities to grow your career with one of Canada’s Best Employers.   
• Opportunities to give back to your community.   
• A competitive compensation package and benefits program.

Expected Salary Range: $80,000 - $90,000 + commission
*The salary amount for the successful candidate is determined by Co-operators in its discretion and will vary depending on several criteria including but not limited to: local market conditions, geography and relevant job-related factors such as knowledge, skills, qualification, experience and education.