Work Location: Calgary, Alberta, Canada

Work Model: Office-Based

Line of Business: Associate Wealth Advisor

Pay Details: $85,000 - $100,000 CAD

This role is eligible for commission-based earnings.

Company Description

Co-operators is a leading Canadian financial services co-operative offering wealth products, multi-line insurance, and advice to build financial strength and security. Since 1945, we have prioritized the needs of our clients and communities. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enable our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

Role Description

This is a full-time role for a licensed mutual fund/insurance advisor, located in Calgary, AB. The role will be responsible for identifying client needs, explaining investment options, providing service, and maintaining client relationships. The advisor will also provide exceptional customer service, and support clients in various financial decisions related to insurance and investments products.

How you will create impact:

- Support development of the agency operation through the sales and profitable growth of agency’s investment portfolio.
- Service and support the wealth management portfolio of the agency while adhering to compliance rules and regulations for the sale of life insurance and wealth management products.
- Proactively complete client reviews focusing on wealth management products with advice-based service.




- 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 selecting portfolios to align client investment targets.
- Respond to and investigate client questions and concerns, resolve client complaints and escalate issues appropriately.

How you will succeed:

- 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 creative 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 build trusting relationships and provide guidance to support the development of peers.

Qualifications

- Investments and insurance knowledge and experience.
- Strong Customer Service skills.
- Mutual fund licensing required. IFC or CIFC Active License.
- Life (LLQP License) preferred or willingness to complete in 3 months.
- Excellent interpersonal and communication skills.
- Proven ability to work independently and as part of a team.
- Experience in using CRM software and tools is an asset.
- Bachelor’s degree in business, Finance, or a related field is preferred.

Job Type: Permanent

Pay: $85,000.00-$100,000.00 per year

Benefits:

- Dental care
- Extended health care
- Life insurance
- On-site parking
- Paid time off

Work Location: In person

📌 Associate Financial Advisor (Calgary)
🏢 Solomon Insurance Services LTD & Ward Insurance Group Inc - The Cooperators
📍 Calgary