Financial Literacy Consultant supporting medical learners at the University of Alberta. Providing debt counseling, financial education, and accreditation support.
About the role
- Independent financial advisor building insurance and wealth portfolios for Canadians with Co-operators. Growing a client base through prospecting, networking, referrals, and community engagement.
Responsibilities
- Build long-term relationships with community members and help them achieve financial security
- Leverage a network, entrepreneurial drive, and consultative approach to grow a client portfolio
- Provide tailored insurance and wealth solutions aligned with clients' goals
- Establish a profitable, sustainable financial services portfolio
- Prospect proactively through networking, referrals, and community engagement
- Deliver personalized, advice-based insurance and wealth solutions
- Represent Co-operators professionally as an independent representative
- Strengthen Co-operators' reputation and community presence
- Operate an independent advisory practice and distribute Co-operators products under the brand
- Continuously develop expertise in insurance, wealth solutions, and market trends
- Manage time, priorities, and sales pipeline independently
- Complete comprehensive background, credit, and eligibility checks
Requirements
- Hold a valid Insurance of person license in Quebec or be willing to obtain it
- Meet ongoing licensing and continuing education requirements
- Experience in financial services, insurance, banking, or advice-based sales environments is relevant
- Experience running your own business is relevant
- Background in wealth management, B2B sales, account management, or business development is relevant
- Experience in client-facing advisory or relationship-management roles is relevant
- Proficiency in French and English, spoken and written
- Professional working proficiency in French and English is required for frequent complex written and oral communication
- Ability to build trusted relationships and convert them into sustainable business growth
- Strong sales and business-development mindset
- Comfort with prospecting, networking, and creating opportunities
- Clear, confident communication and strong organization
- Disciplined follow-through
- Client-first, advice-based approach
- Resilience, accountability, and self-motivation
- Ability to operate independently while upholding Co-operators' values and brand standards
- Comprehensive background check required
- Background, credit, and eligibility checks must be completed to Co-operators' satisfaction
Benefits
- Temporary onboarding income guarantee
- Uncapped earning potential
- Flexible, remote-friendly work model
- Autonomy over your schedule
- Comprehensive onboarding and training
- Mentorship and ongoing development
- Enterprise-level tools
- Marketing resources
- Access to product specialists
- Dedicated support teams
- Backing of a trusted Canadian brand
- Accommodations available throughout the recruitment process upon request
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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