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Added 1 hour ago
CO
Corporate Services Financial & Administration Manager
City of Lethbridge
Lethbridge, AB
- Full-time
…collaboratively across divisions, you will serve as a trusted financial advisor, supporting leaders in making informed decisions that balance operational needs, community impact, and…
Added 1 hour ago
ME
Retail Sales Associate (Advisor) - Whistler
Mountain Equipment Company
Whistler, BC
- $19.35 to $20.2 CAD / hour
MEC is more than a store - we're a hub for the outdoor community, a leader in sustainability, and a place where you can be yourself. As an Advisor, you'll help members plan their next…
Added 1 hour ago
T
PIA Client Service Associate
TD
Kamloops, BC
- Full-time
…one-on-one relationship with a dedicated and professional Investment Advisor (IA), while maintaining active participation in decisions regarding their investment portfolio. It's a very…
Added 1 hour ago
MU
Wellness Advisor (Athletics & Recreation)
McGill University
Brown Student Serv.
- Full-time
In collaboration with the leadership of faculties & service units, the Wellness Advisor (WA) facilitates the conditions for student well-being where they live & learn. The WA identifies…
Added 1 hour ago
D
Personal Finance Advisor
Desjardins
Rimouski, QC · Caisse Desjardins de Rimouski
- Full-time
As a personal finance advisor, you’re responsible for developing and maintaining lasting and trusting business relationships with members and clients, to ensure they’re satisfied. Your role…
Added 1 hour ago
IB
Manager, Human Resources (Calgary or Edmonton)
Indigo Books & Music
Calgary, AB
- $90,000 to $110,000 CAD / year
- Full-time
Act as the primary HR advisor and advocate for assigned client groups, ensuring effective implementation, communication, and adoption of enterprise and retail people programs including…
Added 2 hours ago
SG
Student Work-Integrated Learning (WIL) – Expression of Interest
Shift Ground Axis
Winnipeg, MB
- Part-time
community engagement, research and knowledge translation
Added 2 hours ago
MH
Director, Enterprise Project Management Office
Milton Hydro Distribution Inc.
Milton, ON
- Full-time
…point of accountability for portfolio health and is a trusted advisor to the executive team on prioritization, capacity, and…
Added 2 hours ago
FI
Project Scheduler
Fero International Inc
Hamilton, Ontario
- Full-time
…commercial/industrial, and residential sectors. We design and build community-oriented solutions, combining innovative industrialized construction processes with an industry-leading team, a…
Added 2 hours ago
OC
Production Techgronomist
Olds College
Olds, AB
- $70,000 to $80,000 CAD / year
- Full-time
Added 2 hours ago
QD
Safety Advisor, Empire Envelope
Qualico Developments Canada Ltd.
Calgary, AB
- Full-time
Reporting to the HSE Manager as the Safety Advisor you are responsible for monitoring and enforcing compliance with Empire Envelope’s Safety Program at all assigned work sites. You also…
Added 2 hours ago
UO
Academic Advisor, Schulich School of Engineering
University of Calgary
Calgary, AB
- Full-time
The Engineering Student Centre within Schulich School of Engineering is currently seeking a Full-time Regular Academic Advisor.
Added 2 hours ago
UO
Academic Advisor, Schulich School of Engineering
University of Calgary
Calgary, AB
- Full-time
Schulich School of Engineering is currently seeking a Full-time Limited Term Academic Advisor for approximately 12 months.
Added 2 hours ago
SM
Sales Consultant
Steve Marshall Group
Campbell River, BC
- $65,000 to $125,000 CAD / year
Generate business through referrals, networking, and community involvement
Added 2 hours ago
RB
Client Experience Associate
Royal Bank of Canada
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 4 hours ago
EJ
CA Financial Advisor
Edward Jones
Castlegar, BC
- $38,500 to $100,000 CAD / year
- Full-time
…estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by a client support team, a home-office team…
Added 4 hours ago
EJ
CA Financial Advisor
Edward Jones
Nelson, BC
- $38,500 to $100,000 CAD / year
- Full-time
…estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by a client support team, a home-office team…
Added 4 hours ago
EJ
CA Financial Advisor
Edward Jones
Salmon Arm, BC
- $38,500 to $100,000 CAD / year
- Full-time
…estate strategies, funding education and more. As a financial advisor with Edward Jones, you’ll develop and grow your own practice, supported by a client support team, a home-office team…
Added 4 hours 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 5 hours ago
A
Regional Service Agent
Allstate
Thunder Bay, ON
- Full-time
Through our Employee Value Proposition, Opportunity, Flexibility, Community, Diversity and Family, we have worked hard to develop and nurture a culture where employees feel valued,…
Added 5 hours 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 5 hours 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 5 hours 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 5 hours ago
VC
Licensing Officer - Community Care Facility Licensing
Vancouver Coastal Health
Vancouver, BC
- $40.19 to $50.2 CAD / hour
- Full-time
…of the organization, performs inspectional, regulatory and advisor work involving the licensing and inspection of child day care and residential care facilities within Vancouver Coastal…
Added 6 hours ago
OC
Production Techgronomist
Olds College of Agriculture & Technology
Olds, AB
- $70,000 to $80,000 CAD / year
- Full-time

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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