Financial Advisor
$80,000–$90,000 year
On-site · Penticton, British Columbia, Canada
Job Summary
As a Financial Advisor with Co-operators, you will lead and manage your own insurance agency while cultivating community ties and building long-term client relationships. The role involves prospecting new clients, conducting financial reviews, and developing marketing and operational plans. You will also recruit, coach, and manage staff performance. Success requires 3-5 years of management experience in the insurance sector, post-secondary education in a related field, and relevant licenses. Strong communication, critical thinking, and innovative operational skills are essential for achieving agency goals.
Required Qualifications
- 3-5 years of management experience in the insurance industry or related business experience
- Post-secondary education in a related field
- Life license
- General Insurance license
- Mutual Funds license (asset)
Desired Qualifications
- CFP designation
- CLU designation
- CHFC designation
- Financial Planning Designation
Additional Requirements
- Required to provide a Criminal Record and Consumer History background check
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