Associate Financial Advisor

Associate Financial Advisor

Perri-Rae Boell & Associates-Co-operators Pembroke is a leading Canadian financial services co-operative. We are committed to being a catalyst for a sustainable and resilient society, and our team is essential to delivering on this strategy. We prioritize our people, and we provide a strong culture and development opportunities so our team can thrive and live their purpose. 

We are recruiting for an Associate Financial Advisor. This is a full-time position with a hybrid work option.

The Opportunity:

The Associate Financial Advisor is responsible for outbound prospecting, client contact and sales of life, group and wealth products. The Associate Financial Advisor will identify prospects in personal and business markets, determine needs and make informed product recommendations.

Additional ways to have an impact in this role include:

• Providing regular client reviews as a trusted advisor
• Build awareness of all lines of business that could positively impact the needs of the client
• Complete front-line risk assessment and selection
• Contribute to marketing ideas to meet goals and better serve client needs
• Respond to and investigate client questions

• Life and mutual fund licenses are required
• General or other insurance license(s) may be required depending on the focus for the role.
• Meet all provincial licensing requirements and obtain continuing education to maintain all licenses
• A minimum of two years of sales experience is preferred
• Knowledge of insurance products and strong underwriting skills are assets
• A valid driver’s license and insurance

In addition to the industry requirements, we are looking for these characteristics:

• Able to remain focused and optimistic in pursuit of goals
• Can apply an innovative mindset to improve efficiencies when considering what best serves the client  
• Demonstrate strong communication skills to illustrate a specific course of action and can find mutually beneficial solutions
• Be a builder of trusting relationships and support the development of peers

We offer an exceptional working environment where everyone is supportive of each other and works collaboratively for our clients. If this is something you value in a career, we could be a great fit.

What’s in it for you?

• Training and development opportunities to grow your career
• Flexible work options and paid time off to support your personal and family needs
• A holistic approach to your well-being, with physical and mental health programs and a supportive workplace culture
• A competitive salary and incentive programs
• Eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension, benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program.
• Salary to be determined based on experience and education