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Added 46 mins ago
Director, Project Management
Worley
Oakville, ON · Markham, ON
Full-time
Worley is a global professional services company of energy, chemicals and resources experts. We partner with customers to deliver projects and create value over the life of their assets.…
Added 1 hour ago
GOAPRDJP000001031 - Processing Center Advisor
S M Software Solutions Inc
AB · Edmonton, AB
Full-time
We are seeking a Processing Center Advisor to support the Government of Alberta’s government-funded child care programs. This primarily remote role will focus on reviewing funding claims,…
Added 1 hour ago
Associate Insurance Advisor II
Co-operators
Ottawa, ON
Full-time
The Associate Insurance Advisor II is a key player in the support and development of the agency operation primarily through sales and service. This role utilizes a broad knowledge of The…
Added 1 hour ago
Career Advisor
WCG Services
Calgary, AB
Full-time
Like WCG, you believe in the power of work. As a Career Advisor, you will support clients as they move along their career continuum, helping them build the skills and confidence needed to…
Added 1 hour ago
Hse Superintendent
Actalent
Prince George, BC
$80 to $100 CAD / hour
Contract
Actalent est un leader mondial dans les services dingénierie et de sciences ainsi que dans les solutions de talents. Nous aidons des entreprises visionnaires à faire progresser leurs…
Added 1 hour ago
Branch Office Administrator
Edward Jones
Airdrie, AB
Full-time
Account Management: Aptitude to learn and understand the financial services industry. Includes account opening, handling account transfers and other requests at the direction of the…
Added 2 hours ago
Health & Safety Trainer & Consultant
SafetyCo
Barrie, ON · Greater Barrie Metropolitan Area
Full-time
…Each year, we support more than 60,000 individuals and 2,000 client organizations across a wide range of…
Added 2 hours ago
Co-Founder & CEO - AI Accounting Agents for CPA Firms
FutureSight
Canada
Full-time
Deep accounting domain expertise, with hands-on experience managing close processes, tax preparation, workpapers, and client accounting services within CPA firms.
Added 2 hours ago
Senior Manager, International Tax - Vancouver
Deloitte
Vancouver, BC
Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 2 hours ago
Manager International Tax - Vancouver
Deloitte
Vancouver, BC
Full-time
…as the largest 100% Canadian-owned and operated professional services firm in our country, we are proud to work alongside our clients to make a positive impact for all…
Added 2 hours ago
Client Advisor
Royal Bank of Canada
Powerview-Pine Falls, MB
Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 2 hours ago
Client Advisor - Brampton & Mississauga
Royal Bank of Canada
Mississauga, ON
Full-time
As the first point of contact at RBC retail banking locations, Client Advisor is responsible for assisting members of our community who walk into our branches. Using hospitality-like skills…
Added 2 hours ago
Associate
Royal Bank of Canada
Hamilton, ON
Full-time
Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Added 2 hours ago
Client Advisor
Royal Bank of Canada
Smithers, BC
Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 2 hours ago
Administrative Assistant
RBC Dominion Securities
Timmins, 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 2 hours ago
Director General - North District
Legal Aid Ontario
North Bay, ON
Full-time
…Indigenous communities and organizations to ensure that LAO services are client-focused, culturally appropriate, responsive to justice sector needs and support court modernization…
Added 2 hours ago
Manager, Technology Strategy Consulting
Accenture
Calgary, AB
Full-time
…reinvent and improve every business. Our mission is to help client business executives disrupt their industry and utilize technology to capture market…
Added 3 hours ago
Senior Associate
Ignite Management Services
Vancouver, BC
Full-time
The Linchpin Co. is a people operations group offering custom recruitment and consulting services. At Linchpin, we know a company's most valuable resource is its people, and we are people…
Added 3 hours ago
Associate
RBC Dominion Securities
Hamilton, ON
Full-time
Impact client experience through execution of client account administration, including account opening, account maintenance and efficient resolution of client request.
Added 3 hours ago
Client Advisor
RBC
Powerview-Pine Falls, MB
Part-time
…champion the RBC brand and drive business by supporting new client acquisition and deepening existing relationships. If you have the self-motivation to deliver exceptional customer service…
Added 3 hours ago
Client Advisor
RBC
Smithers, BC
Part-time
This unique position calls on your client-focused sales expertise and natural problem-solving skills to maximize each client interaction. Specifically, you help clients with their everyday…
Added 4 hours ago
Implementation Manager- Investment Software Implementation / Charles River Development - Officer
Charles River Development
Toronto, ON
Full-time
Monitor and evaluate client requirements to identify potential enhancements to Charles River solutions and services. Document and communicate product improvements as part of client-specific…
Added 4 hours ago
Community Care Assistant (Community Health Worker)
Vancouver Coastal Health
Powell River, BC
$29.76 to $31.64 CAD / hour
Part-time
Within the context of a client and family centered care model and in accordance with established vision and values of the organization, the Community Care Assistant works under the…
Added 4 hours ago
MTO Project Manager - Lead Bridge Engineer
LEA Associates South Asia Private Limited
Thunder Bay, ON
Full-time
…technical expertise, project management, strong leadership traits, client relationship management, and business development acumen, you will help strengthen LEA's presence across Northern…
Added 4 hours ago
MTO Project Manager - Lead Highway Engineer
LEA Associates South Asia Private Limited
Thunder Bay, ON
Full-time
…technical expertise, project management, strong leadership traits, client relationship management, and business development acumen, you will help strengthen LEA's presence across Northern…

Co-operators

Financial Advisor Trainee (Calgary)

Calgary, AB, Canada

Pay: Expected salary range $65,562.00 - $109,270.00.
Job type: Full-time
Experience: You have minimum of 3 years of management experience in the insurance industry or related business experience.
Posting language: English
Posted: Oct 1, 2026

Apply About employer

Applications open in a new tab.

Original job description

Company: CGIC Department: Field Talent Development Employment Type: 36 Month Trainee Work Model: Office-Based Language: Bilingualism in English and 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.

What you're responsible for:

Selling Co-operators’ financial services and insurance products from a Co- operators agency location embedded in a local Canadian community.
Reviewing, prospecting and networking to provide holistic advice on risk management and financial goals for clients and prospects to empower them to
make informed decisions.
Cultivating strong community relationships to enhance the future agency's 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.
During the later part of the trainee program, focusing on recruiting and selecting talent, coaching for accountability and mentoring potential future employees of
the agency, and managing your team’s performance to facilitate their development and achieve the future agency's goals.
Maintenance of required license’s, demonstrating ethical behaviour and conforming with Co-operators policies, industry standards and applicable laws.

To join our team:

You have minimum of 3 years of management experience in the insurance industry or related business experience.
You have post-secondary education in a related field.
You hold or will obtain, prior to starting, all of the following: Life license, General
Insurance license and a Mutual Funds license in your province of residency.
Please note that holding all necessary valid license(s) is a requirement of this role.
You have completed or are actively working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
You meet all conditions of employment as may be stipulated in the Offer of
Employment, including successful completion of all required background checks and authorization to work in Canada.

To be successful:

You will remain focused and driven in the pursuit of agency goals until the objective is achieved while effectively managing/growing the current portfolio.
You will successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
You have demonstrated strong communication skills to facilitate holistic communications with a diverse clientele base and are able to provide needs-based recommendations.
You demonstrate resilience and support a high-performance/collaborative culture, and foster team alignment with organizational strategies
You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
You will gain a deep knowledge of Co-operators' products and will have demonstrated the ability to distribute these products in compliance with Co-operators' policies, industry standards and applicable laws

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 we offer:

A competitive compensation package and benefits program.
The opportunity to be part of something bigger and be a catalyst for a more resilient and sustainable society.
A path to running your own independent agency.
An experience to support our mission to help Canadians protect and save for what matters most

Salary information

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, selling financial services and insurance products while building community relationships. They are responsible for developing business and marketing plans, managing agency performance, and mentoring staff to achieve growth goals.

Requirements

Candidates must have at least 3 years of management experience in the insurance or related industry and hold or be prepared to obtain Life, General Insurance, and Mutual Funds licenses. A post-secondary education and progress toward a professional designation like CFP, CLU, or CHFC are also required.

Skills

Financial services
Insurance products
Business development
Risk management
Networking
Sales
Marketing planning
Team leadership
Coaching
Mentoring
Performance management
Critical thinking
Strategic planning

Benefits

Benefits program
Sales incentive plan

Visa sponsorship

Not detected in the job text

Keywords

Financial Advisor
Insurance
Mutual Funds
Life License
General Insurance License
CFP
CLU
CHFC
Financial Planning
Business Development
Agency Management
Risk Management
Sales Incentive
Sustainability
Client Relations
Marketing
Performance Management
Strategic Planning
Financial Services

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