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Dynamic Financial Advisor Building Sustainable Client Relationships

Company: Co-operators

Location: oshawa, London

Posted: June 01, 2026

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Position Details

Join as a Financial Advisor, shaping a successful insurance agency while enhancing client financial well-being. Engage with your community and create meaningful ties through personalized financial solutions.

You will take charge of managing an independent agency, capitalizing on your 3-5 years of experience to strategize and implement effective marketing plans. Your role focuses on community engagement while ensuring compliance and nurturing a high-performance culture among your team, guiding them towards achieving specific agency goals.

Key Responsibilities:
• Prospect and assess client financial needs
• Cultivate visibility within the community
• Execute business and marketing strategies
• Recruit, coach, and develop team talent
• Ensure ethical practice and compliance

Requirements:
• 3-5 years management experience required
• Relevant post-secondary education needed
• Life and General Insurance li...