Associate Financial Advisor

Attention all Investment Specialists

As an Investment Specialist at Co-operators, you will act as a trusted advisor to clients, helping them navigate complex financial landscapes to achieve their long-term wealth and retirement goals. You will be responsible for building and managing a portfolio of investment clients by providing personalized financial advice and high-quality service in alignment with the values of Co-operators.

Key Responsibilities

• Financial Planning: Conduct comprehensive financial needs analyses to develop tailored investment and retirement plans, covering cash management, investments, and estate planning.
• Portfolio Management: Recommend and manage mutual fund portfolios best suited to a client's risk tolerance and financial objectives.
• Business Development: Proactively prospect and network to build a local book of business and expand the agency's wealth management portfolio. <...