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Added 5 mins ago
EJ
CA Financial Advisor
Edward Jones
Castlegar, BC
- $38,500 to $100,000 CAD / year
- Full-time
We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business…
Added 5 mins ago
EJ
CA Financial Advisor
Edward Jones
Nelson, BC
- $38,500 to $100,000 CAD / year
- Full-time
We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business…
Added 5 mins ago
EJ
CA Financial Advisor
Edward Jones
Salmon Arm, BC
- $38,500 to $100,000 CAD / year
- Full-time
We know that building a business takes time, so we’ve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business…
Added 5 mins ago
CC
Sales Representative - Facility Services
Cintas Canada
Langley (District), BC · Langley, BC
- Full-time
…supporting our customers as they get Ready for the Workday™. In this business-to-business (B2B) sales role, you will apply the learnings from the Cintas Sales Training Program. This…
Added 21 mins ago
A
Everyday Banking Advisor - Spirit River
ATB
Spirit River, AB · Rycroft, AB
- Full-time
Ready to Make a Real Difference? Join ATB as an Everyday Banking Advisor!
Added 35 mins ago
CH
Seasonal Stylist (Sales Associate)
Cole Haan
Halton Hills, ON
- Temporary
As a Stylist (Sales Associate) you are more than a sales professional. You are a trusted advisor, fit expert, and brand ambassador who brings out "#RUOBSESSED?" Selling Program to life in…
Added 36 mins ago
M
New Business Coordinator, Life Insurance
MNP
Toronto, ON · North York, ON
- Full-time
Make an impact with our Life Insurance Underwriting & Policy Service team as a New Business Coordinator. We are looking for a detail-oriented and client-focused individual to join our…
Added 49 mins ago
CH
Seasonal Stylist (Sales Associate)
Cole Haan
Rocky View No 44, AB · Rocky View County, AB
- Temporary
As a Stylist (Sales Associate) you are more than a sales professional. You are a trusted advisor, fit expert, and brand ambassador who brings out "#RUOBSESSED?" Selling Program to life in…
Added 49 mins ago
CH
Seasonal Stylist (Sales Associate)
Cole Haan
Richmond, BC
- Temporary
As a Stylist (Sales Associate) you are more than a sales professional. You are a trusted advisor, fit expert, and brand ambassador who brings out "#RUOBSESSED?" Selling Program to life in…
Added 49 mins ago
CH
Seasonal Stylist (Sales Associate)
Cole Haan
Vaughan, ON
- Temporary
As a Stylist (Sales Associate) you are more than a sales professional. You are a trusted advisor, fit expert, and brand ambassador who brings out "#RUOBSESSED?" Selling Program to life in…
Added 49 mins ago
CH
Seasonal Stylist (Sales Associate)
Cole Haan
Niagara-on-the-Lake, ON
- Temporary
As a Stylist (Sales Associate) you are more than a sales professional. You are a trusted advisor, fit expert, and brand ambassador who brings out "#RUOBSESSED?" Selling Program to life in…
Added 1 hour ago
M
Accountant, Assurance and Accounting (Fall 2027)
MNP
Chilliwack, BC
- $50,000 to $65,000 CAD / year
- Full-time
…to exceeding clients’ unique needs within a rapidly evolving business and financial reporting landscape. As a trusted advisor, you’ll provide comprehensive, tailored financial information…
Added 1 hour ago
IF
Inside sales specialist
iA Financial Group (Industrial Alliance)
Toronto, ON
- Temporary
Producing customized advisor and sales contact lists to support business development activities.
Added 1 hour ago
IF
Inside Sales Specialist
iA Financial Group (Industrial Alliance)
Toronto, ON
- Full-time
Producing customized advisor and sales contact lists to support business development activities.
Added 1 hour ago
Head of Talent Acquisition
Visier Solutions Inc
Vancouver, BC
Founded in 2010 by the pioneers of business intelligence, we have over 85,000 customers in 75 countries - including enterprises like BASF, Panasonic, Domino’s Pizza, Experian, Amgen, eBay,…
Added 1 hour ago
HA
Senior Water Resources Engineer
Hazen and Sawyer
Calgary, AB
- Full-time
Lead projects and interface with clients through all project phases, from business and client development through project execution, acting as a trusted advisor.
Added 1 hour ago
A
Regional Service Agent
Allstate
Thunder Bay, ON
- Full-time
…individual utilizes functional expertise and knowledge of the business to support, develop and lead new initiatives, and maximize growth and profitability of the…
Added 1 hour ago
R
Client Experience Associate
RBC
Collingwood, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. Offering…
Added 1 hour ago
R
Client Experience Associate
RBC
Collingwood, ON
- Full-time
By providing ongoing, exceptional service and support to our clients and our Advisor team, you will help our team deepen existing relationships and welcome new clients to the firm. As an…
Added 1 hour ago
T
Senior Analyst, Margin Accounts Group (4583)
TD
Toronto, ON
- Full-time
…job-related knowledge, geographic location, and other specific business and organizational…
Added 1 hour ago
Senior Lending Advisor - Cochrane, AB
Scotiabank
Cochrane, AB
As a Senior Lending Advisor, you’ll help clients achieve their homeownership goals by delivering expert mortgage advice, strengthening relationships, and driving lending growth.
Added 1 hour ago
Financial Advisor - 97th Street & 132nd Avenue Branch, Edmonton, AB
Scotiabank
Edmonton, AB
Developing, retaining and growing the branch business by delivering against individual and team sales goals that support a positive customer experience
Added 1 hour ago
Cyber Security Operational Technology Senior Analyst or Analyst
Pembina Pipeline Corporation
Calgary, AB
…an oil and natural gas liquids infrastructure and logistics business. Our operations along the hydrocarbon value chain allow us to offer a full state of midstream and marketing services to…
Added 1 hour ago
C
Product Manager
Co-operators
Guelph, ON · Toronto, ON
- Full-time
…product portfolio. You will be responsible for the client, advisor and operations experience when it comes to building out the capabilities and features. You will play an integral role in…
Added 2 hours ago
IB
Enterprise/Commercial Account Executive – Data Foundation (MuleSoft + Informatica) or Enterprise/Commercial Account Executive - Informatica Specialist
Informatica Brasil
Vancouver, BC
- Full-time
Our Commercial Segment Is Made Up Of Two Subsegments - Mid-Market And General Business. These Segments Focus On Selling Into Different Company Sizes

Co-operators

Financial Advisor Trainee

Oshawa, 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 3-5 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: 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

The Financial Advisor Trainee will prospect for new clients, conduct financial reviews, and manage an insurance agency to meet growth goals. They are also responsible for recruiting, coaching, and mentoring a team while ensuring compliance with industry standards and legal regulations.

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
Team leadership
Coaching
Mentoring
Performance management
Critical thinking
Strategic planning
Communication
Sales management
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
Agency Management
Sales
Business Builder
CFP
CLU
CHFC
Life Licence
General Insurance
Mutual Funds
Sustainability
Client Relations
Marketing
Compliance
Strategic Mindset
Performance Culture

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