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associate financial advisor
Posted on November 14, 2024 by Employer details co-operators Financial Services
Job details
About the job *Company Description* Co-operators Financial Services is a leading Canadian financial services cooperative offering multi-product insurance solutions, wealth management products, as well as services and advice that contribute to financial stability and security. With over $56 billion in assets under management, we offer security and financial solutions through property & and casualty insurance, life insurance, wealth management, asset management. We're driven by our member organizations, which include cooperatives, credit union centrals, and farmer organizations. Our vision of being an active promoter of a sustainable society is reflected in everything we do, including our community investment programs, strategic partnerships, and volunteering activities. We support and finance the development of cooperatives and social enterprises, invest in projects with a positive impact, and contribute to the growth of communities by supporting initiatives for financial education, mental health, flood safety, and sustainability. We prioritize the needs of our clients and communities with over 600 agencies, over 6,000 employees, and over 2,500 licensed insurance representatives and financial security advisors. *Role Description* We are seeking a full-time Associates Financial Advisor located in Ottawa, ON. As an Associates Financial Advisor with Co-operators/ J.A. Associates Financial Services, you will be responsible for increasing our investment portfolio and providing outstanding customer service to our clients, supporting our senior advisor in providing comprehensive financial planning advice and solutions and delivering on our promise of financial security. You will build and maintain client relationships, have the opportunity to develop new business, and become a trusted resource for clients. This is an on-site role. *Qualifications* * Demonstrated commitment to providing exceptional client service * Excellent communication and presentation skills, as well as strong networking abilities * Strong organizational and time management skills, and ability to work independently and in a team environment * Experience in the financial services industry and/or related university degree or diploma is an asset * +2 years of Mutual funds sales is *mandatory.* * Life License Qualification Program (or the willingness to complete it within 6 months of employment) Job Types: Full-time, Permanent Pay: $55,000.00-$85,000.00 per year Additional pay: * Bonus pay * Commission pay Benefits: * Dental care * Extended health care * Life insurance * On-site parking * Vision care Application question(s): * Do you live in Grand Ottawa Region? Experience: * Direct sales: 3 years (required) * Mutual fund sales in Canada: 2 years (preferred) Language: * English (required) * French (preferred) Licence/Certification: * MFDA (preferred) * LLQP (required) Work Location: In person Application deadline: 2024-12-24 Expected start date: 2025-01-06- LocationOttawa, ON
- Workplace information On site
- Salary$55,000 to $85,000YEAR annually
- Terms of employment Permanent employmentFull time
- Starts as soon as possible
- vacancies 1 vacancy
- Source indeed.com #9527766299
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