Financial Advisor Trainee

Aurora, 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%+.

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More about this job

Responsibilities

Build and grow an insurance agency by prospecting clients, advising them on financial security needs, developing community relationships, and executing business 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 a related business, post-secondary education in a related field, and Life and General Insurance licences. Candidates must also hold 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
Operational Planning
Marketing Planning
Recruiting
Talent Selection
Coaching And Mentoring
Performance Management
Regulatory Compliance
Communication And Persuasion
Strategic Decision-Making

Benefits

Training And Development Opportunities
Community Giving Opportunities
Benefits Program

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Insurance Agency
Financial Services
Insurance
Life Licence
General Insurance Licence
Mutual Funds Licence
CFP
CLU
CHFC
Financial Planning Designation
Risk Management
Financial Security
Prospecting
Client Reviews
Community Relationships
Business Development
Sales Growth
Business Planning
Operational Planning
Marketing Plans
Sustainability Strategies
Recruiting
Coaching And Mentoring
Performance Management
Regulatory Compliance
Ethical Standards
Client-Centric Service

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