Associate Financial Advisor

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Associate Financial Advisor

Rob Webster Insurance Inc, The Co-operators
Location: Eganville, Ontario
Posted: November 11th 2018
Deadline: January 10th, 2019
Description:

Rob Webster Insurance Inc., The Co-operators, is a dynamic insurance company in the Ottawa Valley. With locations in Cobden and Eganville, our business operates on a principle of providing exceptional service to our clients and exceeding their expectations.

We are currently recruiting for an Associate Financial Advisor. This is a full-time position and works between our Eganville and Cobden offices.

Everyone has their own reasons to invest and the role of the Associate Financial Advisor is to help people reach their financial goals, whatever they might be. You will understand a client's level of comfort and understanding of investing and provide guidance to assist them with their investments based on their investment profile and type of investments they choose. The Co-operators works with leading investment companies to ensure successful management and best yields on returns. We are a "made in Canada" investment solution.

Qualifications
  • Certified Financial Planner (CFP) designation or working towards such designate is a key asset
  • Life insurance and/or mutual funds licences are key assets
  • Experience in the financial services industry
  • Skilled communicator, organized and exceptional time management abilities
  • Excellent client service skills including patience and making people feel at ease
  • Comfortable in a technology-dependent environment including proficiency with Microsoft Office
  • A valid driver’s licence
Additional Information

This position includes a generous salary, commission and a full benefits package. We offer a great holiday package and we provide all training, facilities (office and supplies) and equipment. This position includes a significant and established client list to be maintained, and with good opportunity for growth.

Contact Information
Rob Webster
Rob Webster Insurance Inc, The Co-operators
89 Bonnechere Street West,
Eganville, Ontario, Canada
K0J 1K0

Email: rob_webster@cooperators.ca
Website: www.cooperators.ca/en/rob-webster
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