At a Glance
- Tasks: Meet clients, tailor financial recommendations, and integrate insurance strategies into plans.
- Company: Qopia Financial, a dynamic firm in Calgary focused on client success.
- Benefits: Full-time hybrid role with competitive pay and growth opportunities.
- Other info: Join a supportive team and expand your professional network.
- Why this job: Make a real difference in clients' financial futures while developing your skills.
- Qualifications: Strong communication skills and a passion for finance and client service.
The predicted salary is between 63000 - 77000 $ per year.
Qopia Financial in Calgary, AB seeks an Insurance Financial Advisor for a full-time, hybrid role focusing on investments and financial planning.
You will meet with clients, tailor recommendations, and explain insurance products and mandates, integrating insurance strategies into comprehensive plans.
Responsibilities include maintaining client records, staying updated on regulations, and supporting business development through networking and client outreach while servicing existing accounts.
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Hybrid Insurance & Wealth Advisor – Calgary employer: Qopia Financial
Qopia Financial is an exceptional employer that fosters a collaborative and supportive work culture, allowing Insurance Financial Advisors to thrive in their roles. With a focus on employee growth and development, team members benefit from comprehensive training and the opportunity to work alongside specialists across various financial disciplines. Located in Calgary, AB, employees enjoy a vibrant city atmosphere while contributing to meaningful financial solutions for clients across Canada.
