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Added 11 mins ago
CA
Claims Representative I, Property
Co-operators Assurance et services financiers
Thunder Bay, ON
- Full-time
…with clients and implementing innovative and client centric…
Added 11 mins ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
High Prairie, AB
- Full-time
Actively focus on prospecting for all lines of business by identifying and recommending additional products/services that benefit the client.
Added 11 mins ago
TA
Director; Business Development Canada-FR
Top Aces
Canada
- Full-time
The Director, Business Development is a key member of the Top Aces Business Development Team and supports BD activities so that financial targets are achieved.
Added 11 mins ago
CA
Claims Representative I, Property
Co-operators Assurance et services financiers
BC · British Columbia, Canada
- Full-time
…with clients and implementing innovative and client centric…
Added 11 mins ago
CA
Associate Insurance Advisor II
Co-operators Assurance et services financiers
West Kelowna, BC
- Full-time
Actively focus on prospecting for all lines of business by identifying and recommending additional products/services that benefit the client.
Added 11 mins ago
CA
Associate Insurance Advisor II
Co-operators Assurance et services financiers
Kelowna, BC
- Full-time
Actively focus on prospecting for all lines of business by identifying and recommending additional products/services that benefit the client.
Added 11 mins ago
CA
Claims Representative I
Co-operators Assurance et services financiers
Laval, QC
- Full-time
…trusted team is committed to delivering financial services solutions to meet our clients' unique…
Added 11 mins ago
CA
Financial Advisor Trainee (Victoria)
Co-operators Assurance et services financiers
Victoria, BC
- Full-time
As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full…
Added 11 mins ago
TA
Senior Maintenance Manager-FR
Top Aces
Saguenay, QC
- Full-time
Our vision is to be the most trusted provider of innovative defense training solutions, continuously elevating standards in an industry where "Experience Matters." This commitment to…
Added 11 mins ago
CA
Commercial Specialist
Co-operators Assurance et services financiers
Parry Sound, ON
- Full-time
…activities. You will play a key role in identifying prospects in business markets, servicing clients, determining risks and presenting customized insurance…
Added 11 mins ago
TA
Inventory and Component Repair Sr. Manager-FR
Top Aces
Saguenay, QC
- Full-time
Our vision is to be the most trusted provider of innovative defense training solutions, continuously elevating standards in an industry where "Experience Matters." This commitment to…
Added 11 mins ago
CA
Claims Representative I, Property
Co-operators Assurance et services financiers
Kingston, ON
- Full-time
…with clients and implementing innovative and client centric…
Added 11 mins ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Edmundston, NB
- Full-time
…trusted team is committed to delivering financial services solutions to meet our clients' unique needs. The Associate Insurance Advisor I is a key player in the support and development of…
Added 11 mins ago
CA
Claims Representative I, Property
Co-operators Assurance et services financiers
North Bay, ON
- Full-time
…with clients and implementing innovative and client centric…
Added 11 mins ago
CA
Financial Advisor Trainee
Co-operators Assurance et services financiers
Moncton, NB
- Full-time
As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full…
Added 11 mins ago
CA
Financial Advisor Trainee
Co-operators Assurance et services financiers
Peterborough, ON
- Full-time
As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full…
Added 11 mins ago
CA
Commercial Specialist
Co-operators Assurance et services financiers
Chatham-Kent, ON · Wallaceburg, ON
- Full-time
…activities. You will play a key role in identifying prospects in business markets, servicing clients, determining risks and presenting customized insurance…
Added 11 mins ago
CA
Claims Representative I, Property
Co-operators Assurance et services financiers
Moncton, NB
- Full-time
…with clients and implementing innovative and client centric…
Added 11 mins ago
CA
Senior Premium Administrator
Co-operators Assurance et services financiers
Regina, SK
- Full-time
…knowledgeable, responsive support to customers and internal business partners, answers billing-related questions, resolves discrepancies, and collaborates with internal financial teams. The…
Added 11 mins ago
CA
Financial Advisor Trainee (Langley)
Co-operators Assurance et services financiers
Langley (District), BC · City of Langley, BC
- Full-time
As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full…
Added 11 mins ago
CA
Senior BI Analytics Governance Specialist
Co-operators Assurance et services financiers
Quebec, QC
- Full-time
…responsible use of analytics, reporting, models, and AI-driven solutions. Working collaboratively across business and technical teams, you will help balance innovation with risk management…
Added 11 mins ago
CA
Underwriter, Group
Co-operators Assurance et services financiers
Regina, SK
- Full-time
…expenses, commissions and policy provisions for new and existing business, assuring the total risk is not excessive for groups with pooled financial accounting arrangements. This position…
Added 11 mins ago
CA
Senior Group Retirement and Savings Sales & Service Representative
Co-operators Assurance et services financiers
Regina, SK
- Full-time
…supports the Implementation and Education Consultant with new business onboarding and support for plan member education sessions as required. The core goals of the Sales and Service…
Added 11 mins ago
CA
Financial Advisor Trainee
Co-operators Assurance et services financiers
Barrie, ON
- Full-time
As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full…
Added 11 mins ago
CA
Print & Document Services Clerk
Co-operators Assurance et services financiers
Regina, SK
- Full-time
Our national Real Estate and Workplace Services team aspires to provide support and expertise to our business partners to enable their success. We think innovatively and work…

Co-operators Assurance et services financiers

Financial Advisor Trainee

Barrie, ON, Canada

Expected salary range $65,562.00 - $109,270.00. · Full-time

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Job details

Pay: Expected salary range $65,562.00 - $109,270.00.
Job type: Full-time
Apply by: Dec 9, 2026
Experience: You have 3-5 years of management experience in the insurance industry or related business experience.
Posting language: English
Posted: Nov 9, 2026

Original job description

Company: CGIC

Department: Field Talent Development

Employment Type: 36 Month Trainee

Work Model: Office-Based

Language: English is required, French is an asset.

Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s 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.

As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.

How you will create impact:

Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions.
Cultivating strong community relationships to enhance agency visibility and maximize new business opportunities to contribute to sales and growth goals.
Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more resilient.
Recruiting and selecting talent, coaching and mentoring employees, and managing your team’s performance to facilitate their development and achieve agency goals.
Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.

To join our team:

You have 3-5 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
ON Only - You have completed one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
All other prov - You have completed or working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation

How you will succeed:

You remain focused and optimistic in the pursuit of a goal, despite barriers, until the objective is achieved and allocate time and resources to effectively manage the sales portfolio.
You successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.  
You have strong communication skills to influence or persuade others to adopt a specific course of action and can effectively facilitate mutually beneficial solutions. 
You facilitate the adoption of change and create a high-performance culture through alignment of your team’s work with organizational goals.
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.

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.

What’s in it for you?

Training and development opportunities to grow your career.
Opportunities to give back to your community.
A competitive compensation package and benefits program.

Expected salary range $65,562.00 - $109,270.00. This role is eligible to participate in a sales incentive plan for additional compensation with an annual target of 10%+.

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More about this job

Responsibilities

Build and manage an insurance agency by prospecting clients, advising them on risk and financial goals, developing community relationships, and executing business and marketing plans. Recruit, coach, and manage employees while maintaining required licences and ensuring ethical, corporate, industry, and legal compliance.

Requirements

Candidates need 3–5 years of management experience in insurance or a related business, post-secondary education in a related field, and Life and General Insurance licences; a Mutual Funds licence is an asset. A CFP, CLU, CHFC, or accredited financial planning designation is required in Ontario and must be completed or in progress in other provinces.

Skills

Prospecting
Risk Management
Financial Planning
Sales And Business Development
Community Relationship Building
Business Planning
Marketing Planning
Recruiting And Selection
Coaching And Mentoring
Team Performance Management
Regulatory Compliance
Communication And Persuasion
Change Management
Critical Thinking
Strategic Planning

Benefits

Training And Development Opportunities
Community Giving Opportunities
Benefits Program
Sales Incentive Plan

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Insurance Agency
Financial Advisor
Risk Management
Financial Security
Life Licence
General Insurance Licence
Mutual Funds Licence
CFP
CLU
CHFC
Financial Planning Designation
Client Reviews
Sales Growth
Market Penetration
Business Planning
Operational Planning
Marketing Plans
Sustainability Strategies
Community Resilience
Recruiting
Employee Development
Performance Management
Regulatory Compliance
Ethical Conduct
Background Check
Sales Incentive Plan

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