Job Title

The Opportunity We are a leading Canadian financial services cooperative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. Thats why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities. How you will create impact Coach new advisors on core sales competencies, including prospecting, lead qualification, appointment setting, discovery, factfinding, and solution presentation to ensure consistent salescycle execution. Conduct joint field work, shadowing, and roleplay, coaching, providing timely and actionable feedback to build confidence and refine client engagement skills. Develop new advisors product knowledge across Life, Wealth, Commercial/Farm, and Home & Auto for high performers to upskill internal candidates on product proficiency. Coordinating with subjectmatter experts for advanced case support and technical coaching. Supporting succession planning for AIAs, CIAs, AFAs, FSIAs. Coach new advisors on businessmanagement fundamentals, including financial acumen, business planning, budgeting, financial modelling, operational workflows, and performance management appropriate to running an agency. Guide trainees in implementing compliant operational practices, including documentation accuracy, CRM usage, licensing requirements, client review program execution, and data stewardship standards. Develop new advisors peopleleadership and HR capabilities, including staff communication routines, feedback practices, conflict navigation, and early exposure to teammanagement expectations within policy limits. Deliver cohortbased learning experiences based on trending needs, including workshops, prospecting sprints, skillbuilding sessions, and new advisor Development Days tailored to group needs. Assess learning gaps through observation, system data, and performance outcomes, designing targeted interventions that address specific needs. Provide structured, timebound coaching to newly contracted advisors, addressing remaining skill gaps in sales, business management, leadership, and operational proficiency. Support newly contracted advisors in establishing agency routines, including goal setting, client review rhythms, team practices, and compliance procedures to stabilize earlystage operations. Contribute to tool/content development with Retail Sales Learning by providing field insights and feedback on usability and gaps, informing national initiatives, resource development, and enhancements to tools, processes, and proficiency standards. Coordinate with product SMEs (Life, Wealth, Commercial/Farm, Home & Auto) for advanced and complex case consulting, specialized training, and technical support for new advisors. To join our team You have a Bachelors Degree in Business Administration, Human Resources Three to five years of insurance industry experience. You have achieved at least one of the following: General License, Chartered Insurance Professional designation, Life license, Mutual Fund license and/or Commercial Insurance certificate. Knowledge of sales processes, prospecting methods, client engagement techniques, and Cooperators sales systems and tools. Understanding of agency operations, including business planning, compliance requirements, documentation standards, and workflow practices. Familiarity with financial modeling, analytics dashboards, and reporting tools used to assess performance and inform coaching. Experience in financial services sales or agency leadership, with the ability to apply practical industry insight to trainee development. Understanding of the Field Talent Development framework, operational alignment impacts, and the advisor contracting lifecycle. How you will succeed Excellent communication (verbal and written), facilitation and presentation skills. High proficiency in Microsoft Office and proven ability to adopt new technology. Strong coaching skills with the ability to tailor support to varying trainee needs and learning styles. Ability to build trustbased relationships, deliver clear feedback, and influence performance without direct authority. Strong analytical and problemsolving skills to interpret data, identify gaps, and guide trainees through decisions. Effective communication and time management skills to balance individualized coaching, group delivery, and crossfunctional coordination. What you need to know You will be subject to a background check as a condition of employment, in the event you are the successful candidate. There may be travel required. Benefits Training and development opportunities to grow your career. Flexible work options and paid time off to support your personal and family needs. A holistic approach to your wellbeing, with physical and mental health programs and a supportive workplace culture. Paid volunteer days to give back to your community. In addition to our competitive salary and incentive programs, eligible employees also benefit from a comprehensive total rewards package including group retirement savings plans, pension and benefits (e.g., health and wellness, dental, disability and life coverage), mental health support and an employee assistance program. Salary information Expected salary/hourly range $85,000 - $105,000. Salary placement The salary amount for the successful candidate is determined by Cooperators in its discretion and will vary depending on several criteria including but not limited to local market conditions, geography and relevant jobrelated factors such as knowledge, skills, qualification, experience and education. Incentive/Variable pay Employees may also have the opportunity to participate in incentive programs and earn additional compensation tied to individual and/or business performance, or other business metrics. #J-18808-Ljbffr