Financial advisor jobs in Elmhurst Beach, ON and nearby

Within 25 km

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Added 1 day 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 1 day ago
CA
Financial Advisor Trainee
Co-operators Assurance et services financiers
Aurora, 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 7 days ago
RB
Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
Royal Bank of Canada
Bradford West Gwillimbury, ON · Newmarket, ON
- Full-time
Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
Added 7 days ago
R
Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
RBC
Aurora, ON · Bradford West Gwillimbury, ON · Newmarket, ON
- Full-time
Banking Advisor - Aurora, Newmarket (English and/or Mandarin, Cantonese, Russian, Turkish)
Added 11 days ago
RB
Commercial Banking Advisor
Royal Bank of Canada
Barrie, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 11 days ago
R
Commercial Banking Advisor
RBC
Barrie, ON
- Full-time
By joining RBC as a Commercial Banking Advisor, you open the door to an exciting career in commercial banking. This is your opportunity to become a critical member of a results-oriented…
Added 14 days ago
C
Associate Financial Advisor (Multiple Locations)
CIBC
Barrie, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 14 days ago
C
Associate Investment Advisor
CIBC
Barrie, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 15 days ago
NB
Banking Advisor
National Bank of Canada
Aurora, ON
- Part-time
A career as a Banking Advisor at National Bank is a versatile and varied role that allows you to live your ambitions and have a positive impact on your own life as well as the lives of your…
Added 18 days ago
RB
Financial Advisor
Royal Bank of Canada
Barrie, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 18 days ago
R
Financial Advisor
RBC
Barrie, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 20 days ago
C
Financial Advisor CIRO-MFD (Urban)
CIBC
Barrie, ON
- Full-time
You need to be legally eligible to work at the location(s) specified above and, where applicable, must have a valid work or study permit
Added 26 days ago
R
Banking Advisor - North York (Bilingual - Mandarin, Cantonese, Filipino, Korean)
RBC
Aurora, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 26 days ago
Financial Advisor, Investment & Retirement Planning - Bayfield & Hanmer, Barrie
Scotiabank
Barrie, ON
Internally known as Financial Advisor, Investment and Retirement Planning (FAIR), as a Financial Planner in our retail branch network, you are a member of the branch sales team responsible…
Added 26 days ago
Financial Advisor - Mapleview Drive & Highway 400, Barrie
Scotiabank
Barrie, ON
Added 28 days ago
Senior Financial Advisor - Yonge & Bonshaw, Newmarket, ON
Scotiabank
Newmarket, ON
A strategic mindset to develop personalized financial strategies including day-to-day banking, investments and borrowing solutions
Added 28 days ago
SL
SUN LIFE FINANCIAL ADVISOR - Ontario
Sun Life
Barrie, ON
- Full-time
Become a Sun Life advisor to take control of your future in a purpose-driven career helping individuals, families, and business owners in your community achieve lifetime financial security…
Added 1 month ago
R
Financial Advisor
RBC
Georgina, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…
Added 1 month ago
DI
Insurance Financial Advisor
Desjardins Insurance
Barrie, ON
- Full-time
…professional to join their winning team for the role of Insurance & Financial Services Specialist - Desjardins Agent Team Member. We seek an energetic professional interested in helping our…
Added 1 month ago
R
Financial Planner, Relationship Manager
RBC
Georgina, ON
- Full-time
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…
Added 1 month ago
R
Financial Planner, Relationship Manager
RBC
Barrie, ON
- Full-time
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…
Added 1 month ago
RB
Financial Planner, Relationship Manager
Royal Bank of Canada
Barrie, ON
- Full-time
As an RBC Financial Planner, you have the opportunity to grow and manage a portfolio of mass affluent clients. You provide ongoing comprehensive reviews of your clients’ financial…
Added 1 month ago
Financial Planner, Scotia Financial Planning - Newmarket, ON
Scotiabank
Newmarket, ON
To ensure that our purpose is front and centre in all we do, we have refreshed our name to Financial Planners under the Scotia Financial Planning team (formerly known as “Investment…
Added 1 month ago
R
Banking Advisor - Richmond Hill (Bilingual - Mandarin, Cantonese, or Russian)
RBC
Aurora, ON
- Full-time
Respond to client-initiated contact, assisting them with a full range of financial transactions
Added 1 month ago
R
Financial Advisor - Greater Toronto Region
RBC
Aurora, ON · Newmarket, ON
- Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients, by adding value in the moments that matter to them. You…

Co-operators

Financial Advisor Trainee

Aurora, ON, Canada

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

Apply on recruiting.ultipro.com About employer

Applications open in a new tab.

Job details

Pay: Expected salary range $65,562.00 - $109,270.00.
Job type: Full-time
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 on recruiting.ultipro.com About employer

More about this job

Responsibilities

The Financial Advisor Trainee will manage an insurance agency by prospecting new clients, conducting financial reviews, and executing business and marketing plans. They are also responsible for recruiting and mentoring staff while ensuring compliance with industry standards and corporate policies.

Requirements

Candidates must have 3-5 years of management experience in the insurance industry and hold a post-secondary education in a related field. Required certifications include a Life licence, a General Insurance licence, and a professional designation such as CFP, CLU, or CHFC.

Skills

Prospecting
Risk management
Financial planning
Business development
Marketing planning
Talent recruitment
Coaching
Mentoring
Performance management
Critical thinking
Strategic planning
Communication skills
Sales portfolio management
Compliance
Relationship management

Benefits

Training and development opportunities
Community involvement opportunities
Benefits program
Sales incentive plan

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Insurance
Risk Management
Financial Security
Business Builder
Agency Management
Prospecting
Marketing Plans
Sustainability
Talent Acquisition
Coaching
Compliance
Life Licence
General Insurance Licence
Mutual Funds Licence
CFP
CLU
CHFC
Financial Planning
Sales Portfolio
Market Penetration
Critical Thinking
Strategic Mindset
Performance Culture
Client Centric

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Financial advisor jobs in Elmhurst Beach, ON and nearby