Field Talent Development Employment Type: 36 Month Trainee Work Model: Office-Based Language: Bilingualism in English and French is an asset.

Additional Information: This/these role(s) is/are currently vacant The Opportunity: We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. The best part is that you will work with people that care passionately about you, our clients and our communities. As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader.

As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.

Selling

Co-operators’ financial services and insurance products from a Co- operators agency location embedded in a local Canadian community. Reviewing, prospecting and networking to provide holistic advice on risk management and financial goals for clients and prospects to empower them to make informed decisions. Cultivating robust community relationships to enhance the future agency's 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. During the later part of the trainee program, focusing on recruiting and selecting talent, coaching for accountability and mentoring potential future employees of the agency, and managing your team’s performance to facilitate their development and achieve the future agency's goals. Maintenance of required license’s, demonstrating ethical behaviour and conforming with Co-operators policies, industry standards and applicable laws.

You have post-secondary education in a related field. CFP, CLU, CHFC or accredited Financial Planning Designation. You will successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.

You demonstrate resilience and support a high-performance/collaborative culture, and foster team alignment with organizational strategies You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities. You will gain a deep knowledge of Co-operators' products and will have demonstrated the ability to distribute these products in compliance with Co-operators' policies, industry standards and applicable laws An experience to support our mission to help Canadians protect and save for what matters most This role is eligible to participate in a sales incentive plan for additional compensation with an annual target of 10%+. #

📌 Financial Advisor Trainee (Langley) (Vancouver)
🏢 The Co-operators Group
📍 Vancouver