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Added 2 mins ago
E
Business Development Associate
EOM
London, ON
- Full-time
…with clients and partners to deliver practical, sustainable solutions that improve operational…
Added 2 mins ago
HC
Registered Nurse (Night Shift)
Health Careers Canada
Belleville, ON
- Full-time
…independence of all Canadians, by providing customized care plans and solutions that allow clients to remain in the comfort of their own…
Added 2 mins ago
IG
Lead Java Developer
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Toronto, ON
- $75 to $90 CAD / hour
- Contract
Insight Global is seeking a lead Java developer in Toronto for a Canadian Tier 1 Bank, working on its Rates Derivative Pricing System. You will be the primary point of contact for traders,…
Added 32 mins ago
MN
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ON · North Augusta, ON
- Part-time
Company: Mosaic Sales Solutions Canada Operating Co
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- Full-time
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Research Events & Administration Coordinator
Toronto Metropolitan University
Toronto, ON
- Temporary
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- $25 to $35 CAD / hour
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Were a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks…
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Added 1 hour ago
VE
Procurement Co-op
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- Full-time
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Added 1 hour ago
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Deals Real Assets, Data Engineering & Digital Solutions, Senior Associate
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business operations analyst
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Canada
- Full-time
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Global Account Manager
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Specific offers within the listed pay ranges are determined by a variety of factors such as experience, education, skills, certifications and business needs.
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Risk Modelling Services, Actuarial P&C Director (Bilingual FR/EN)
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Our team helps insurers address financial reporting requirements by assessing the financial and business impacts of regulations, building implementation plans, and implementing relevant…
Added 2 hours ago
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Product Specialist, Investment Products - Winnipeg, Toronto
IG Wealth Management
MB · Manitoba, Canada
- Full-time
Founded in 1926, IG Wealth Management is a key part of IGM's business model, providing comprehensive wealth management services to Canadian financial advisors and their clients.
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University of Saskatchewan (Edwards School of Business Hallway Visit) - October 6 2026
TD
Saskatoon, SK
- Full-time
TD Commercial Banking provides financial solutions to North American businesses. Our broad range of products and services allows us to meet the needs of our clients in every sector,…
Added 2 hours ago
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Senior Data Scientist
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Added 2 hours ago
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Senior Associate - Investment Consulting
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Toronto, ON
- Full-time
As a senior associate, you will help empower results for our clients by delivering innovative and effective solutions within Aon, in our Calgary, Alberta office.
Added 2 hours ago
A
Manager, Software Engineering
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- Full-time
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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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