Build a Co-operators insurance agency as an entrepreneurial Financial Advisor, using client relationships and strategic business planning from an office-based setting.

As an exclusive Financial Advisor of Co-operators, you will manage your own insurance agency with established company support. This 36-month trainee chance develops a business builder who helps Canadians assess, define, and implement financial security solutions. You will prospect clients, grow community visibility, lead employees, and maintain licensing and compliance.

Key Responsibilities:

- Prospect clients and discuss risk management and financial goals
- Conduct client reviews supporting informed financial decisions
- Develop business, operational, and marketing plans
- Recruit, coach, mentor,



and manage employee performance
- Maintain licences, ethical conduct, and regulatory compliance

Requirements:

- Three to five years of insurance management or related experience
- Post-secondary education in a related field
- Life and General Insurance licences
- Required professional designation based on provincial requirements
- English required; French is an asset

Lead agency growth through financial advising, community relationships, team development, and strategic client-focused decision-making at Co-operators.

📌 Financial Advisor Agency Leader (Burnaby)
🏢 The Sovereign General Insurance
📍 Burnaby