Associate, Financial Advisor

Jump Recruitment Specialists has partnered with Cooperators in their search for a full-time permanent Associate - Financial Advisor.

Location: Offices in Bay Roberts, Carbonear and St. John's

Type of Role: In Office or Hybrid

WHO THEY ARE:

Cooperators is 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. That's why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients, and our communities.

THE ROLE:

As an Associate Financial Advisor, you will focus on developing and deepening client relationships by providing high quality sales and service advice in financial services. You will be responsible for driving growth in investments through outbound prospecting, new client acquisitions, and adhering to regulatory requirements and compliant sales practices.

KEY RESPONSIBILITIES:

• Contributing to the development and sustainable growth of the agency's investment assets under management and providing client-centric investment services.
• Engaging with prospects to proactively build a sales pipeline and develop marketing plans to promote value-added advice-based financial services.
• Conducting needs analyses, reviewing client financial goals, providing recommendations aligned with Know Your Client requirements, opening new accounts and documenting recommendations and changes.
• Conducting regular reviews of client investment plans and identifying additional asset gathering opportunities.
• Participating in events to create brand awareness and developing, maintaining, and cultivating community contacts that enhance agency visibility and maximize new business opportunities.

QUALIFICATIONS:

• You have minimum three years of experience in the financial services industry, with experience in investment product sales. Other sales and business development experience will be considered.
• You hold a Mutual Funds License
• You will travel occasionally and are required to have your own vehicle, valid driver's license, and insurance.
• Strict confidentiality with respect to client's financial status and other personal information.
• You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
• You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
• You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions.
• You build trusting relationships and work collaboratively as part of a high-performing team.
• You use critical thinking skills to recognize assumptions, evaluate arguments, draw conclusions, and proactively propose solutions

For more information and to apply, please contact:

Rebecca Furey, Recruitment Specialist | [email protected]

Jump Recruitment Specialists | www.jumpcareers.ca

We embrace diversity. Individuals that represent a variety of backgrounds, perspectives, and skills are encouraged to apply. Applicants considered for the position will be subject to a background check. This opportunity is only available for candidates legally entitled to work in Canada. We thank all applicants for their interest, however, only those candidates being considered for an interview will be contacted.