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Added 7 mins ago
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Senior Product Manager
Aviso
Toronto, ON
- $120,000 to $135,000 CAD / year
- Full-time
…future of investing for Canadians through a best-in-class wealth advisor…
Added 7 mins ago
A
Product Owner - Asset Management, Temporary
Aviso
Toronto, ON
- Full-time
In this role, you will actively cultivate strategic partnerships, positioning our organization as a trusted advisor and partner and you will put the clients' needs at the forefront and seek…
Added 7 mins ago
I
Senior Systems Engineer
illumin
Toronto, ON · Greater Toronto Area, Canada
- Full-time
This is a full-time, hybrid position, working in our Toronto office three days per week.
Added 7 mins ago
AW
Director, Content and External Communications
Aviso Wealth
Remote, Canada
- $135,000 to $160,000 CAD / year
- Full-time
- Remote
…strategic partnerships that allow Aviso Wealth to become a trusted advisor and…
Added 7 mins ago
Accessibility Advisor (Term)
University of Toronto
Mississauga, ON
…to welcome those who want to learn more about us and to be part of what we…
Added 22 mins ago
MC
Licensed Financial Services Associate - Full Time
Meridian Credit Union
Port Colborne, ON
- $60,000 to $64,000 CAD / year
- Full-time
…products and services. In this role the Financial Services Advisor will be responsible for meeting and exceeding specific individual and team-based business goals. While providing the right…
Added 22 mins ago
HG
DC Associate Driver - Inbound 1st Shift (Tier 1)
H&M Group
Ajax, ON
- Full-time
Ability to stand for long periods of time, bend, stretch, engage in repetitive motions, push, pull, carry items
Added 37 mins ago
H
DC Associate Driver - Inbound 1st Shift (Tier 1)
H&M
Ajax, ON
- Full-time
Ability to stand for long periods of time, bend, stretch, engage in repetitive motions, push, pull, carry items
Added 37 mins ago
A
Director, Manager Research & Oversight
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Toronto, ON
- $135,000 to $170,000 CAD / year
- Full-time
…The Director oversees manager selection, due diligence, sub-advisor oversight across public markets, private markets, and liquid…
Added 37 mins ago
A
Manager, Sales Compensation
Aviso
Toronto, ON
- $110,000 to $135,000 CAD / year
- Full-time
Act as a trusted advisor on sales compensation matters, providing expertise and practical guidance
Added 37 mins ago
A
Compliance Officer, Temporary - 12 Months
Aviso
Vancouver, BC
- $83,000 to $90,000 CAD / year
- Temporary
Experience as a Branch Compliance Officer, Branch Manager, Branch Auditor, Compliance Officer, or Financial Advisor in a mutual fund dealer or investment dealer firm is preferred
Added 1 hour ago
A
Director, Content and External Communications
Aviso
Toronto, ON
- $135,000 to $160,000 CAD / year
- Full-time
…strategic partnerships that allow Aviso Wealth to become a trusted advisor and…
Added 1 hour ago
Non-Reg On-Caller - Woodbridge, ON
Edward Jones
Woodbridge, ON
…the BOA is to provide administrative support to a financial advisor or a team of multiple financial advisors. We’re proud to serve over nine million clients. Our BOAs are a valued part of…
Added 2 hours ago
TC
Assessment Manager (EU / NA)
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Canada
- Full-time
Our practice is expanding. As part of this growth, we are building a strong pipeline of experienced refinery professionals to support client engagements. While opportunities will depend on…
Added 2 hours ago
PH
Family Practitioner, Forensic Assertive Community Treatment (FACT), Forensic Psychiatric Regional Clinics - Surrey, BC
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Surrey, BC
- Part-time
BC Mental Health & Substance Use Services (BCMHSUS), as part of the provincial mental health services continuum, provides a diverse range of specialized, "one-of-a-kind" tertiary mental…
Added 2 hours ago
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Beauty Advisor - Part Time
Sephora
Charlottetown, PE
- $18 to $21.2 CAD / hour
- Part-time
Your role at Sephora Canada: As a Beauty Advisor, you'll be the face of Sephora Canada’s welcoming every client with warmth, confidence, and a passion for all things beauty. Through…
Added 3 hours ago
C
Associate Insurance Advisor III
Co-operators
Morinville, AB
- Full-time
…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…
Added 3 hours ago
MS
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- Full-time
Act as the day to day advisor to the Business Development and Program Management team on contractual matters related to commercial transactions applicable to the Satellite Systems business…
Added 3 hours ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Spirit River, AB
- Full-time
…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…
Added 3 hours ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Whitewood, SK
- Full-time
…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…
Added 3 hours ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
High Prairie, AB
- Full-time
…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…
Added 3 hours ago
CA
Associate Insurance Advisor II
Co-operators Assurance et services financiers
Chéticamp, NS
- Full-time
…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…
Added 3 hours ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Bonnyville, AB
- Full-time
…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…
Added 3 hours ago
CA
Associate Insurance Advisor
Co-operators Assurance et services financiers
Victoria, BC
- Full-time
…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…
Added 3 hours ago
CA
Associate Insurance Advisor II
Co-operators Assurance et services financiers
West Kelowna, BC
- Full-time
…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…

Co-operators Assurance et services financiers

Financial Advisor Trainee (Burnaby)

Burnaby, BC, 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.

Salary information

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 management and financial goals, and developing community relationships to grow sales. Create and execute business, operational, and marketing plans; recruit and coach employees; and ensure licensing, ethical, corporate, and regulatory compliance.

Requirements

Requires 3–5 years of management experience in insurance or related business experience, post-secondary education in a related field, and Life and General Insurance licences; a Mutual Funds licence is an asset. Candidates must have completed or be working toward a recognized financial planning designation, with completed designations required for Ontario roles.

Skills

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

Benefits

Training And Development Opportunities
Community Giving Opportunities
Benefits Program

Visa sponsorship

Not detected in the job text

Keywords

Financial Services
Insurance
Financial Advisor
Insurance Agency
Risk Management
Financial Security
Financial Planning
Life Licence
General Insurance Licence
Mutual Funds Licence
CFP
CLU
CHFC
Sales Incentive Plan
Business Development
Market Penetration
Business Planning
Operational Planning
Marketing Plans
Recruiting
Coaching
Team Performance
Regulatory Compliance
Ethical Standards
Sustainability
Community Resilience

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