Mutual Fund Representative
Company Description
Co-operators is a leading Canadian financial services co-operative offering wealth products, multi-line insurance, and advice to build financial strength and security. Since 1945, we have prioritized the needs of our clients and communities. At Range Insurance and Investments - Co-operators, we are looking for a motivated and passionate mutual representative who is eager to grow their career in a supportive, professional, and welcoming environment.
Role Description
This is a full-time on-site role for a licensed mutual fund/insurance advisor, located in St. Albert, AB. The role will be responsible for identifying client needs, explaining investment and insurance options, providing quotes, and maintaining client relationships. The advisor will also provide exceptional customer service, and support clients in various financial decisions related to insurance and investments products.
Qualifications
- Investments and insurance knowledge and experience
- Strong Customer Service skills
- Mutual fund licensing acquired (Completed CSC or IFIC)
- Level one general insurance acquired for Alberta or willing to acquire within first 30 days of employment
- Excellent interpersonal and communication skills
- Proven ability to work independently and as part of a team
- Experience in using CRM software and tools is an asset
- Bachelor’s degree in Business, Finance, or a related field is preferred
