Financial Security Advisor - Independent (Saint-Jean-sur-Richelieu)

Company: CGIC | Department: QUEBEC | Region: Quebec | Employment Type: Regular Full‑Time | Work Model: Remote | Language: Bilingual English and French required | Availability: Vacancy. Opportunity

We are a leading Canadian financial services co‑operative committed to delivering sustainable and resilient financial solutions. Our Distribution team seeks to be a leader in client engagement among Canadian insurers, providing a seamless and personalized client experience. Role Overview

As an exclusive Financial Advisor of Co‑operators, you are an entrepreneurial‑minded leader and high‑achieving business builder who will manage your own insurance agency with the full support of an established company. You will build strong community ties, cultivate long‑term client relationships, and use our exclusive technology, tools, and processes to help Canadians meet their financial security needs. Responsibilities

Acquire comprehensive knowledge of clients’ financial situations to create goal‑based investment and financial plans. Advise clients on estate planning in collaboration with internal and external resources. Provide quotes, upsell and cross‑sell products, and conduct front‑line risk assessment in accordance with underwriting guidelines. Cultivate, develop, and maintain community relationships to enhance branch visibility and maximize new business opportunities. Engage directly with clients and/or service providers in their environment. Qualifications

Life insurance licence with the Autorité des marchés financiers (AMF). 1 to 2 years of experience in life insurance sales and business development. In‑depth knowledge of life and wealth insurance products. Strong underwriting skills (asset). College or university degree in a related field (asset). Proficiency in both English and French essential for primary duties. Essential non‑French duties are not assignable to adjacent or other team members. Success Factors

Build plans focused on expanding market penetration and apply a cutting‑edge mindset to improve operational efficiencies with a client‑centric lens. Use strong communication skills to influence or persuade others and facilitate mutually beneficial solutions. Facilitate the adoption of change and create a high‑performance culture aligned with organizational goals. Apply critical thinking to guide decision making and adjust business plans based on shifting priorities. Maintain focus and optimism in the pursuit of goals, managing sales portfolio resources effectively. Important Information

Operate as an independent business owner while leveraging Co‑operators’ support and resources. Manage own taxes and can deduct business expenses. Provide support to clients experiencing a personal or financial loss with high confidentiality and discretion. Subject to Criminal Record and Consumer History background check as a condition of employment. Benefits

Training and development opportunities to grow your career. Opportunities to give back to your community. Warm leads provided through a referral program. Dedicated coaching and ongoing support to achieve your goals. Flexible scheduling; set and manage your own hours. Work from home anywhere in Quebec with full access to virtual tools and team support.

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