St. Albert, Ab Financial advisor ciro Jobs – 10 Openings This Week

Financial Advisor
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- $50,000–$65,000 a year
- Full-time
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- In-person
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- Paid time off
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financial advisor ciro jobs near st. albert, ab

Financial Advisor

Cooperators -
St. Albert, AB

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Job details

Permanent | Full-time
$50,000–$65,000 a year
6 days ago

Qualifications

Investment
CFP
MFDA
Financial services
Communication skills
Time management

Full job description

Financial Advisor / Insurance Advisor

Co-operators Range Insurance & Investments Ltd.
St. Albert, Alberta

Overview

At Co-operators Range Insurance & Investments, we are committed to helping Canadians build financial security through personalized insurance, investment, and wealth management solutions.

We are seeking a motivated and client-focused Financial Advisor to join our growing team. In this role, you will work closely with individuals, families, and business owners to identify their insurance and financial planning needs and provide tailored solutions that help them achieve their goals.

The ideal candidate is passionate about building long-term relationships, delivering exceptional client service, and making a meaningful impact in their community. This is an excellent opportunity for an entrepreneurial professional who is looking to grow a rewarding career in financial services.

Responsibilities

Conduct comprehensive reviews of clients' insurance, investment, and financial planning needs.
Develop customized financial strategies, including retirement planning, wealth accumulation, risk management, and estate planning.
Provide recommendations on life insurance, disability insurance, critical illness insurance, segregated funds, mutual funds, and other financial products.
Build and maintain strong client relationships through ongoing service and regular reviews.
Generate new business opportunities through networking, referrals, community involvement, and relationship-building activities.
Educate clients on financial concepts and strategies to support informed decision-making.
Monitor clients' progress toward financial goals and recommend adjustments as needed.
Maintain accurate client records and ensure compliance with regulatory requirements and industry standards.
Collaborate with specialists to provide comprehensive solutions for clients with complex insurance and investment needs.

Qualifications Required:

Mutual Fund License in Alberta (MFDA/MFDA successor organization registration through CIRO or ability to obtain licensing).
Active Alberta Life Insurance Certificate of Authority (or ability to obtain licensing) is an asset.
Strong understanding of financial planning principles and insurance solutions.
Excellent interpersonal, communication, and relationship-building skills.
Self-motivated with a client-first mindset and a commitment to delivering exceptional service.
Ability to work independently while contributing positively to a team environment.
Strong organizational and time-management skills.

Preferred

CFP®, QAFP®, PFP®, or other financial planning designation.
Previous experience in financial services, wealth management, insurance, or investment advising.
Experience working with individual, family, and business-owner clients.
Established network within the local community.

What We Offer

Competitive compensation with earning potential based on performance: Base+commission+bonus
Comprehensive training and ongoing professional development.
Access to a broad range of insurance and investment solutions.
Mentorship and support from an experienced leadership team.
Opportunities for career growth and advancement.
The opportunity to make a meaningful difference in clients' financial well-being.

Why Join Co-operators Range Insurance & Investments?

At Co-operators, we believe that financial security is built through trusted relationships and personalized advice. We are dedicated to helping our clients protect what matters most while achieving their financial goals. If you are passionate about helping people, growing your career, and making a positive impact in your community, we would love to hear from you.

Pay: $50,000.00-$65,000.00 per year

Benefits:

Employee assistance program
Extended health care
On-site parking
Paid time off

Work Location: In person

Quick apply

Refine Your Search

financial advisor ciro jobs in st. albert, ab

Financial Advisor

Sr. Financial Advisor - CIRO-ID

Subject Matter Expert(s) CIRO Exams

Financial Advisor- CIRO-ID

Investment Advisor Assistant

Financial Advisor IIROC

Canada Registered Branch Associate Trainee

Sr. Financial Planner

Investment Advisor

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