Co-operators
Full-Time Associate Financial Advisor at CGIC
Job Description
Grow your career as a Full-Time Associate Financial Advisor at CGIC. Engage clients through expert financial guidance, focusing on personalized service in a hybrid work model.
CGIC is actively seeking an Associate Financial Advisor for its Retail Sales & Service Department. This role encompasses supporting agency operations, managing portfolios in life, group, and wealth management, and performing thorough client assessments. As a bilingual representative, you will be instrumental in fulfilling client needs and maximizing sales opportunities.
Key Responsibilities:
• Drive sales growth for insurance and wealth management products
• Adhere to compliance regulations during client interactions
• Complete proactive client reviews focusing on relevant areas
• Analyze client requirements for effective cross-selling
• Conduct risk assessments according to established guidelines
Requirements:
• Must possess a Life Licens...
CGIC is actively seeking an Associate Financial Advisor for its Retail Sales & Service Department. This role encompasses supporting agency operations, managing portfolios in life, group, and wealth management, and performing thorough client assessments. As a bilingual representative, you will be instrumental in fulfilling client needs and maximizing sales opportunities.
Key Responsibilities:
• Drive sales growth for insurance and wealth management products
• Adhere to compliance regulations during client interactions
• Complete proactive client reviews focusing on relevant areas
• Analyze client requirements for effective cross-selling
• Conduct risk assessments according to established guidelines
Requirements:
• Must possess a Life Licens...