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Added 4 mins ago
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PIA Client Service Associate
TD
Montreal, QC
- Full-time
…clients? If so, then get onboard for the position of PIA Client Service Associate. In this role, you will provide dedicated specialized administrative support to an Investment Advisor or…
Added 4 mins ago
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TDIP - Associate Director, Relationship Management
TD
Toronto, ON
- Full-time
…allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience,…
Added 4 mins ago
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Financial Advisor
CIBC
Brossard, QC · Drummondville, QC · Saint-Hyacinthe, QC · Boucherville, QC
- Full-time
…management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for…
Added 4 mins ago
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Financial Advisor - CIRO-MFD/AMF
CIBC
Saint-Jacques, QC · Richelieu, QC · Saint-Jean-sur-Richelieu, QC
- Full-time
…management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach, acting as a single point of contact for…
Added 4 mins ago
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Senior Financial Advisor - Abitibi-Témiscamingue
CIBC
Val-d'Or, QC
- Full-time
…comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service…
Added 4 mins ago
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Senior Financial Advisor - CIRO-MFD/AMF - Beloeil
CIBC
Beloeil, QC
- Full-time
…comprehensive financial plans and providing exceptional client service. As a Senior Financial Advisor in the Imperial Service Team, you’ll expertly deliver on CIBC’s Imperial Service…
Added 34 mins ago
WP
Sales Advisor - Yorkdale
Warby Parker
Toronto, ON
- Part-time
Warby Parker is searching for a well-rounded Sales Advisor to help us deliver the best possible service to each and every one of our customers. (At other brands, you might see similar roles…
Added 1 hour ago
EP
Field Service Technician - Laval
East Penn Canada: Backup Power Division
Laval, QC
- Full-time
Maintain daily logs of service activities, client visits, time tracking, and inspection results
Added 1 hour ago
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Services Lead, Stores - Full Time
sephora.com
Markham, ON
- $22.2 to $26.1 CAD / hour
- Full-time
…execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company objectives. In addition, you…
Added 2 hours ago
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Beauty Advisor - Flex
sephora.com
Red Deer, AB
- $17 to $20 CAD / hour
- Full-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
RD
Associate, Wealth Management - 18 month contract
RBC Dominion Securities
Mississauga, ON
- Full-time
…the team in maintaining, developing and growing an Investment Advisor's business by providing clients exceptional service in an efficient and professional…
Added 5 hours ago
C
Vice President Human Resources
Confidential
Toronto, ON
- $250,000 to $330,000 CAD / year
- Full-time
Toronto, ON | Full-time | Executive Leadership Team
Added 7 hours ago
SM
Audit Supervisor
Soren McAdam LLP
High Level, AB
- Full-time
…specific work to complete- all while providing exceptional client…
Added 7 hours ago
S
Beauty Advisor - Flex
Sephora
Red Deer, AB
- $17 to $20 CAD / hour
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 7 hours ago
CO
Business Advisor
City of Saint John
Saint John, NB
- Full-time
The Business Advisor plays a key role in advancing the City of Saint John’s commitment to providing responsive, consistent and high-quality customer service.
Added 8 hours ago
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Paid Services Beauty Advisor - Part Time
Sephora
Calgary, AB
- $17.5 to $20.6 CAD / hour
- Part-time
As our Paid Service Beauty Advisor, you are an expert in all thing’s beauty! You’re here to guide our clients on their beauty journey at the Beauty Studio & beyond. It’s not just about the…
Added 8 hours ago
TO
Employer Services Consultant
The Open Door Group
Medicine Hat, AB
- $32.83 to $38.3 CAD / hour
- Full-time
Candidates are asked to indicate in their application whether they are interested in the full-time position, the part-time position, or would like to be considered for either opportunity.
Added 9 hours ago
Technical Inside Sales Specialist
Nanometrics Inc
Ottawa, ON
…seismicity monitoring in the energy sector. We specialize in full-service, integrated solutions for studying artificial and natural seismicity, including turnkey seismic networks,…
Added 11 hours ago
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Bilingual Financial Education Specialist
Manulife
Montreal, QC
- Full-time
Ability to position full value of advice in order to make successful referrals to the Wealth & Retirement advisors
Added 11 hours ago
HG
H&M Sales Advisor
H&M Group
Coquitlam, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 12 hours ago
KC
Senior Manager, Talent Attraction - Advisory (Risk Services & Deal Advisory)
KPMG Canada
Joliette, QC
- Full-time
Stakeholder leadership & partnership Act as a trusted talent advisor to senior business and HR leaders. Build credibility across a complex, matrixed stakeholder environment; navigate…
Added 12 hours ago
VS
Secondary Counsellor (Continuing Full-Time with Benefits)
Vancouver School Board
Vancouver, BC
- Full-time
Recent Graduates to include your Faculty Advisor, School Advisor(s), Practicum or Clinic Supervisor(s) and one or more of the following: Principal, Vice principal or most recent previous…
Added 13 hours ago
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H&M Sales Advisor
H&M
Coquitlam, BC
- Part-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers…
Added 13 hours ago
S
Services Lead, Stores - Full Time
Sephora
ON · Markham, ON
- $22.2 to $26.1 CAD / hour
- Full-time
…execute Sephora’s selling model and provide outstanding client service so that the store achieves and exceeds company objectives. In addition, you…
Added 13 hours ago
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Senior Advisor
PTAG
Burnaby, BC
- Contract
Senior Advisor | Burnaby, BC. | Full-Time – ID# 6809

Co-operators

Financial Advisor Trainee

Clarington, 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: 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

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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