FINANCIAL PLANNING CONSULTANTS

Financial Advisor in Mississauga Location Hybrid work in Mississauga, ON : Company: CGIC Department: Retail Sales Employment Type: Regular Full-Time Work Model: Hybrid Language: This role operates in English Additional Information: This/these role(s) is/are currently vacant The Opportunity:
We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. The best part is that you will work with people that care passionately about you, our clients, and our communities.
As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.
Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team's performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You facilitate the adoption of change and create a high-performance culture through alignment of your team's work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
CFP, CLU, CHFC or accredited Financial Planning Designation.
You will be away from the office on a regular basis meeting with clients and/or members of the community in their environment.
You may provide support to clients who are experiencing a personal or financial loss. You will be subject to a Criminal Record and Consumer History background check as a condition of employment, in the event you are the successful candidate.
Training and development opportunities to grow your career.
Opportunities to give back to your community.