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Added 8 mins ago
CB
construction estimator
Cherubini Bridges and Structures
Dartmouth, NS
- Full-time
Prepare estimates for general expenses and overheads
Added 8 mins ago
OH
Bilingual Care Coordinator, Regular Full Time, Central Ottawa General, Labelle
Ontario Health atHome
Ottawa, ON
- Full-time
Under the general direction of the Manager, Patient Services, the Care Coordinator is responsible for managing a caseload of diverse patients who are living and/or dealing with a variety of…
Added 8 mins ago
QM
Comptable et assistant(e) de direction du PDG / Bookkeeper & Executive Assistant to the CEO
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Montreal, QC
- $100,000 to $120,000 CAD / year
- Full-time
Added 8 mins ago
EI
Portfolio Business and Operations Manager
Ekagrata Inc.
Toronto, ON · Greater Toronto Area, Canada
- Full-time
…real operating responsibility and be grown, over time, into general management of one or more of the group’s companies. These are small and mid-sized businesses with lean teams, and the…
Added 8 mins ago
B
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- $61 to $88 CAD / hour
- Contract
Read, interpret, and provide input on P&IDs, general arrangements, process design guidelines, engineering standards, and best-practice documentation.
Added 8 mins ago
CI
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- Full-time
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JA
Maintenance Controller
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- Full-time
Liaise with Flight Dispatch and provide current and continuous reports of general mechanical status of entire fleet.
Added 8 mins ago
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…diverse portfolio - including commercial, military, business, general aviation, regional and helicopter engines - enables us and our customers to move from the possible to the real. That's…
Added 8 mins ago
TI
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Richmond Hill, ON
- Full-time
Respond to technical and general queries related to biomedical and medical equipment.
Added 8 mins ago
R&
Operations Officer II
Robertson & Company Ltd.
Mississauga, ON
- Contract
Provides a broad range of operational support and/or performs general to specialized transactions and/or other processing activities for own functional area within Operations & Technology.
Added 8 mins ago
RH
Accountant
Robert Half
Calgary, AB
- Full-time
Perform monthly bank, balance sheet, and general ledger reconciliations.
Added 8 mins ago
RH
Accounting and Office Manager
Robert Half
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- $75,000 to $85,000 CAD / year
- Full-time
Maintain the general ledger and ensure accuracy of financial records
Added 9 mins ago
VA
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- Full-time
Trade certification in General Machining or a similar trade (e.g., Millwright or Tool and Die) is required.
Added 9 mins ago
Licensed Practical Nurse
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Added 9 mins ago
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Operations Supervisor
Intelcom
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- Full-time
Added 9 mins ago
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Program Administrative Clerk
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The general organization and activities of the specific program/unit/branch/department
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Added 9 mins ago
Post Office Assistant - Term
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Understanding of general or post office accounting systems.
Added 9 mins ago
Post Office Assistant - Term
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Understanding of general or post office accounting systems.
Added 9 mins ago
SS
Project Manager
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General knowledge of pneumatics, hydraulics, servo controls, PLCs and robotic equipment
Added 9 mins ago
Post Office Assistant - Term
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Understanding of general or post office accounting systems.
Added 9 mins ago
FS
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Co-operators

Financial Advisor Trainee

Peterborough, 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
Experience: You have at least 3 years of management experience in the insurance industry or related business experience.
Posting language: English
Posted: Oct 5, 2026

Original job description

Company: CGIC Department: Field Talent Development Employment Type: Regular Full-Time 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 at least 3 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.
ON Only - You have completed one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
All other prov - You have completed or working toward 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

The Financial Advisor Trainee will manage an insurance agency by prospecting new clients, developing business plans, and cultivating community relationships. They are also responsible for recruiting, coaching, and mentoring a team to achieve sales and growth goals while ensuring regulatory compliance.

Requirements

Candidates must have at least 3 years of management experience in the insurance industry or related business and hold post-secondary education. Additionally, applicants are required to possess Life and General Insurance licences and have completed or be working toward a professional designation like CFP, CLU, or CHFC.

Skills

Risk management
Financial planning
Business development
Sales management
Team leadership
Coaching
Mentoring
Strategic planning
Marketing
Critical thinking
Communication
Compliance
Recruiting

Benefits

Training and development opportunities
Benefits program
Sales incentive plan

Visa sponsorship

Not detected in the job text

Keywords

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

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