COMPANY DESCRIPTION

Co-operators is a leading Canadian financial services co-operative providing multi-line insurance and wealth products, services, and advice to build financial strength and security. With over $56 billion in assets under management, we offer property and casualty (P&C) insurance, life insurance, wealth management, institutional asset management, and brokerage operations. Governed by member organizations, we emphasize community investment programs, strategic partnerships, and active volunteerism. Co-operators supports financial literacy, mental health, flood safety, and sustainability initiatives across Canada. Established in 1945, we have over 600 locations, over 6,000 employees, and a dedicated network of over 2,500 licensed insurance representatives.

QUALIFICATIONS

• Financial planning, investment, and insurance knowledge
• Strong client relationship-building and communication skills
• Proficiency with financial assessment tools and software
• Attention to detail and organizational skills
• Relevant certifications such as CFP (Certified Financial Planner)
• Bachelor’s degree in Finance, Economics, Business, or related field
• Ability to work on-site in Bathurst, NB
• Experience in the financial services industry is a plus
  Join us as a Financial Advisor where you can make a significant impact on the lives of our clients by guiding them towards achieving their financial aspirations!

This is a full-time on-site role for an Associate Financial Advisor located in Bathurst, NB. The Associate Financial Advisor will support the financial advisor team in providing comprehensive financial planning and advice. Responsibilities include creating and maintaining client relationships, conducting financial needs assessments, preparing investment and insurance strategies, and assisting clients with product selections. The role also involves ongoing client relationship management to ensure satisfaction and financial plan adjustments as needed.