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Associate Financial Advisor (commission on top of a base salary of $55,000 - $75,000)

Details
Full Time
3 days ago
Salary
55,000 to 75,000 per year (plus commission)

Join an organisation that is dedicated to making a positive impact in the community! We are currently seeking Associate Financial Advisors to join our forward-thinking and inclusive team at two of our branches in Aldergrove, BC, and Comox Valley, BC.

We are a forward-thinking organisation that believes in the power of collaboration and giving back. Our vision is to be a catalyst for a sustainable society, and we actively invest in community-oriented co-operatives, financial literacy, mental health, flood safety, and sustainability initiatives.

About the Opportunity
  • Support and develop agency operations through outbound prospecting, client contact, and sales activities
  • Schedule meetings, conduct file reviews, and callbacks
  • Obtain customer referrals in-office
  • Collaborate effectively with team members
  • Prospect new clients to discuss risk management and financial goals
  • Empower clients to make informed decisions through reviews
  • Identify opportunities to match members with the right products and solutions
About You
  • Post-secondary education in business or related fields
  • 2-3 years of relevant experience
  • Advanced knowledge of Wealth Management products and services
  • Life and Mutual Fund licence or ability to obtain
  • QAFP or PFA certification within 3 to 5 years
  • General or other Insurance Licence(s) may be required
  • Strong communication, organisation, and problem-solving skills
  • Proficient in Microsoft Office and tech-driven environments
  • Excellent interpersonal and marketing skills
  • Ability to work effectively in both team and remote settings
  • Willingness to be involved in community, athletic, or business groups
About the Benefits

Co-operators offers a highly competitive base salary, commission, and comprehensive benefits package. You will also enjoy regular team bonding events, paid vacations, a company pension plan, and opportunities for professional development.

  • Comprehensive health, dental, life, and AD&D insurance benefits
  • Bonus pay and competitive wages
  • Opportunity for professional development
  • Regular team bonding events

Experience the strength of a corporate giant intertwined with grassroots community dedication. Apply today to join our inclusive and diverse team!

Category
Accounting Banking, Finance and Insurance Customer Service and Support

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Industry
Staffing, Recruiting, HR Outsourcing
Size
11-50 employees