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Added 4 mins ago
Co-Founder & CEO - AI-Native Accounting Roll-Up
FutureSight
Canada
Full-time
Investor and advisor network across fintech and early-stage capital markets
Added 4 mins ago
Co-Founder & CEO - AI Automation for Growing Companies
FutureSight
Canada
Full-time
…already use, and keeps those agents running. It launches as a services business with a dedicated technical delivery team from day one. Every engagement also serves as research: as client…
Added 4 mins ago
Banking Advisor
National Bank of Canada
Kirkland, QC
Full-time
A career as a Banking Advisor at National Bank is a 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 clients and…
Added 4 mins ago
Sales Fitness Advisor - Fort Saskatchewan Southpoint Centre
GoodLife Fitness
Fort Saskatchewan, AB
Full-time
The Fitness Advisor is responsible for recruiting and working with new members to understand their specific health and fitness goals and provide recommendations for how they can achieve…
Added 4 mins ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-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 4 mins ago
BANKING ADVISOR
National Bank of Canada
Montreal, QC
Full-time
A career as a Banking Advisor at National Bank is a 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 clients and…
Added 4 mins ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-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 4 mins ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-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 4 mins ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-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 4 mins ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-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 4 mins ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-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 4 mins ago
Banking Advisor
National Bank of Canada
Montreal, QC
Full-time
A career as a Banking Advisor at National Bank is a 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 clients and…
Added 4 mins ago
BANKING ADVISOR
National Bank of Canada
Montreal, QC
Full-time
A career as a Banking Advisor at National Bank is a 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 clients and…
Added 4 mins ago
BANKING ADVISOR
National Bank of Canada
Montreal, QC
Full-time
A career as a Banking Advisor at National Bank is a 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 clients and…
Added 4 mins ago
BANKING ADVISOR
National Bank of Canada
Sorel-Tracy, QC
Full-time
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Added 5 mins ago
Cemetery and Funeral Planning Partner
THE BEECHWOOD CEMETERY
Ottawa, ON
$100,000 to $150,000 CAD / year
Full-time
…generations; we are Beechwood Funeral, Cemetery and Cremation Services. Located on Beechwood Avenue in Ottawa, we operate on a not-for-profit basis and provide funeral, cemetery, and…
Added 5 mins ago
Business Advisor- University Plaza
Scotiabank
Hamilton, ON
…including the features and benefits of small business products and services, including; an understanding of financial statements, applicable risk management policies and legal and security…
Added 19 mins ago
Specialty Training Program, Registered Nurse, Labour & Delivery (Birthing) Unit - BC Women's Hospital + Health Centre
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A first in Canada: minimum Nurse‑to‑Patient Ratios (mNPRs) are being introduced in B.C.! The Provincial Health Services Authority (PHSA), alongside B.C.'s other regional health authorities,…
Added 19 mins ago
Specialty Training Program, Registered Nurse, Labour & Delivery (Birthing) Unit - BC Women's Hospital + Health Centre
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Added 34 mins ago
Banking Advisor Intern - Squamish Branch
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Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Added 34 mins ago
Audit and Control Advisor
Legal Aid Ontario
Toronto, ON
Full-time
…organization. Reporting to the IAU Management, the Audit and Control Advisor is accountable for executing internal audit projects, ensuring that audits comply with applicable standards and…
Added 35 mins ago
Director Sales, Asian Markets
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Toronto, ON
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Strong understanding of financial services, investment products, capital raising, and advisor distribution channels.
Added 1 hour ago
Financial Advisor CIRO-MFD
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…client portfolio through relationship management, financial services support, and exceptional client service. As a Financial Advisor, you’ll deliver on CIBC’s Imperial Service approach,…
Added 1 hour ago
Financial Advisor - Carbonear, Newfoundland
Scotiabank
Carbonear, NL
…achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,…
Added 1 hour ago
Senior Financial Advisor - Nored Plaza, Nanaimo, BC
Scotiabank
Nanaimo, BC
…achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking,…

Co-operators

Financial Advisor Trainee

Toronto, ON, Canada

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

Apply About employer

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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

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
Sales 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
Business Development
Sales
Agency Management
CFP
CLU
CHFC
Life Licence
General Insurance
Mutual Funds
Sustainability
Client Relations
Strategic Planning
Performance Management
Marketing
Compliance
Financial Security
Entrepreneurial

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