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.

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📌 Associate Financial Advisor (Ajax)
🏢 Co-operators
📍 Ajax