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Added 37 mins ago
Architecte / Spécialiste senior Microsoft Fabric & Power BI – Modélisation sémantique
CGI
Montreal, QC
Full-time
This opportunity is designed for a highly experienced professional capable of acting as a technical expert, solution architect and trusted advisor to BI and Data teams.
Added 1 hour ago
Sales Representative - Facility Services
Cintas Canada
Abbotsford, BC
Full-time
Extensive Car Package: A monthly car allowance/reimbursement, insurance, gas, and maintenance on your personal car.
Added 1 hour ago
Oil Change Technician & Customer Service Rep
Laczko Equity Group Inc.
Greater Napanee, ON · Napanee, ON
Full-time
…success of GCOC by providing reliable and impeccable preventive maintenance service. You will act as a trusted advisor to our customers, evaluating their needs and performing maintenance to…
Added 1 hour ago
Service Advisor
Inland Truck & Equipment
Terrace, BC
Full-time
The Service Advisor will be responsible for service check-ins, scheduling, estimating, selling, updating, and following up with customers during the entire service process. Further…
Added 1 hour ago
Associate
Royal Bank of Canada
Hamilton, ON
Full-time
Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Added 2 hours ago
Administrative Assistant
RBC Dominion Securities
Timmins, ON
Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 2 hours ago
Associate
RBC Dominion Securities
Hamilton, ON
Full-time
Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Added 2 hours ago
Service Advisor
AutoCanada Inc.
Edmonton, AB
$70,000 to $110,000 CAD / year
Full-time
We are looking for an experienced Service Advisor who is passionate about delivering an exceptional customer experience to join our growing team! We're looking for a friendly and…
Added 2 hours ago
Service Lube Technician - Sterling Honda
AutoCanada Inc.
Hamilton, ON
$17.95 to $17.96 CAD / hour
Full-time
…tools and diagnostic equipment. You'll conduct preventative maintenance, inspect critical vehicle components such as brakes, fuel systems, and engines, and repair or replace parts as…
Added 2 hours ago
Apprentice Automotive Technician 3rd Year - Crosstown Chrysler
AutoCanada Inc.
Edmonton, AB
$34 to $38 CAD / hour
Full-time
…multi-point inspections, presenting findings to the Service Advisor. They conduct diagnostics and repairs on various vehicle systems, including brakes, engines, and electrical components,…
Added 3 hours ago
Apprentice Technician - Stouffville Chrysler
Zanchin Automotive Group
Whitchurch-Stouffville, ON
Full-time
As an integral part of the “we can do that” operation, this position is responsible for performing vehicle maintenance and repair on customer and dealership vehicles, while developing…
Added 4 hours ago
System Administrator
Innergex
Longueuil, QC
Full-time
…optimization of IT and OT environments, process automation, and the maintenance of high standards of performance, availability, and cybersecurity. The person in this role will be required…
Added 4 hours ago
Associate
RBC
Hamilton, ON
Full-time
Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Added 4 hours ago
AltaGas - Advisor, EHS
AltaGas Ltd.
Slave Lake, AB · PEC Slave Lake
Full-time
We are seeking a safety-focused professional to join our team as an Advisor, Environment, Health & Safety (EHS) at our Slave Lake facility.
Added 4 hours ago
Automotive Technician - Saskatoon Motor Products
AutoCanada Inc.
Saskatoon, SK
$30 to $40 CAD / hour
Full-time
…multi-point inspections, presenting findings to the Service Advisor. They conduct diagnostics and repairs on various vehicle systems, including brakes, engines, and electrical components,…
Added 4 hours ago
Sales Representative - Facility Services
Cintas
Abbotsford, BC
Extensive Car Package: A monthly car allowance/reimbursement, insurance, gas, and maintenance on your personal car.
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Automotive Red Seal Journeyman Technician
Kaizen Automotive Group
Calgary, AB
Full-time
The Automotive Red Seal Journeyman Technician is responsible for performing high-quality diagnosis, maintenance, and repair work on customer vehicles in accordance with OEM standards. This…
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Talent Partnerships Senior Account Coordinator
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You excel at balancing campaign management, relationship management, and the creation and maintenance of operational workflows.
Added 5 hours ago
Administrative Assistant, Tax
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Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
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Interim Recruiter, Heartland (1-Year Term)
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Calgary, AB
…lifecycle for a variety of technical, operational, engineering, maintenance, and skilled trades positions. The successful candidate will bring strong sourcing and relationship-building…
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Specialist, Client Services
CIBC
Toronto, ON
Full-time
…day-to-day functions and activities related to the Croesus Advisor and Croesus Xpert portfolio management systems. You will assist frontline users at Wood Gundy branches by analyzing and…
Added 5 hours ago
AltaGas - Advisor, EHS
AltaGas Ltd.
Slave Lake, AB
Full-time
We are seeking a safety-focused professional to join our team as an Advisor, Environment, Health & Safety (EHS) at our Slave Lake facility.
Added 5 hours ago
Associate Program Manager, Corporate Training and International Professional Programs
University of Calgary
Calgary, AB
Full-time
Support portfolio transition, portfolio maintenance, and portfolio renewal activities by reviewing program performance, identifying risks, gaps, and opportunities, and providing…
Added 6 hours ago
Director – Financial Reporting and Optimization
Air Transat
Montreal, QC
Full-time
Lead the budgeting process, financial planning, and in-depth analysis of areas under their responsibility (maintenance, capital expenditures, IFRS 16)
Added 6 hours ago
Investment Advisor Assistant, Wealth Management
Canaccord Genuity Group Inc.
Calgary, AB
Full-time
Process, review, and follow up on client documentation to ensure accurate account maintenance and compliance requirements are met;

Co-operators

Financial Advisor Trainee

Clarington, ON, Canada

Pay: Expected salary range $65,562.00 - $109,270.00.
Job type: Full-time
Apply by: Oct 30, 2026
Experience: You have 3-5 years of management experience in the insurance industry or related business experience.
Posting language: English
Posted: Sep 30, 2026

Apply About employer

Applications open in a new tab.

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.
You have completed 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%+.

Apply About employer

More about this job

Responsibilities

Prospect and advise clients on risk management and financial goals, build community relationships, and grow the agency through business, operational, and marketing plans. Recruit, coach, and manage employees while maintaining licensing, ethical standards, and compliance with company policies and regulations.

Requirements

Requires 3–5 years of management experience in insurance or related business experience, plus post-secondary education in a related field. Candidates must hold Life and General Insurance licences and have a CFP, CLU, CHFC, or accredited Financial Planning designation; a Mutual Funds licence is an asset.

Skills

Prospecting
Risk Management
Financial Planning
Community Relationship Building
Sales Growth
Business Planning
Marketing Planning
Recruiting
Coaching And Mentoring
Team Performance Management
Regulatory Compliance
Communication
Negotiation And Persuasion
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
Financial Advisor
Insurance Agency
Insurance
Risk Management
Financial Security
Financial Planning
Life Licence
General Insurance Licence
Mutual Funds Licence
CFP
CLU
CHFC
Accredited Financial Planning Designation
Prospecting
Client Reviews
Community Relationships
Sales Growth
Business Planning
Operational Planning
Marketing Plans
Sustainability Strategies
Recruiting
Coaching
Mentoring
Performance Management
Regulatory Compliance
Ethical Standards
Market Penetration
Client-Centric Service

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