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Dynamic Financial Advisor Building Sustainable Client Relationships

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Co-operators
📍 oshawa, Canada
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Location oshawa
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Posted May 30, 2026
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Commute Local Area
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Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Join as a Financial Advisor, shaping a successful insurance agency while enhancing client financial well-being. Engage with your community and create meaningful ties through personalized financial solutions.
You will take charge of managing an independent agency, capitalizing on your 3-5 years of experience to strategize and implement effective marketing plans. Your role focuses on community engagement while ensuring compliance and nurturing a high-performance culture among your team, guiding them towards achieving specific agency goals.
Key Responsibilities:
• Prospect and assess client financial needs
• Cultivate visibility within the community
• Execute business and marketing strategies
• Recruit, coach, and develop team talent
• Ensure ethical practice and compliance
Requirements:
• 3-5 years management experience required
• Relevant post-secondary education needed
• Life and General Insurance licences compulsory
• Financial Planning designation ...

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📍 Location Details

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City
oshawa
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Country
Canada
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Commute
Local Area

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