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Added 17 mins ago
Mobile Mortgage Advisor (Richmond Hill, Aurora, Newmarket, Scarborough, Markham, ON) - Mandarin/Cantonese speaking - 100% Commission
CIBC
Toronto, ON · Markham, ON · Aurora, ON · Richmond Hill, ON · Newmarket, ON
Full-time
…clients achieve their home ownership dreams. As a Mobile Mortgage Advisor, you’ll have the flexibility to meet with your clients where and when it’s convenient for them. You’ll make lasting…
Added 32 mins 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 46 mins 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
Co-Founder & CEO - AI E-commerce Operations System
FutureSight
Canada
Full-time
Investor and advisor network across logistics, vertical AI, and early-stage capital markets
Added 1 hour ago
Senior Manager, International Tax - Vancouver
Deloitte
Vancouver, BC
Full-time
Build relationships at a senior level and be seen as a trusted business advisor
Added 1 hour ago
Manager International Tax - Vancouver
Deloitte
Vancouver, BC
Full-time
…relationships at a senior level and be seen as a trusted business advisor. You will participate in the development and delivery of training programs and achieve you expertise in an…
Added 1 hour ago
Cook / Nutrition Advisor
CMHA Calgary
Calgary, AB
Other
POSITION SUMMARY: The Cook / Nutrition Advisor plays a vital role in supporting the health, wellbeing, and daily living of residents within a supportive living group home serving adults…
Added 1 hour ago
Mining Engineer – Senior Level (Hybrid/Remote)
Barr
Saskatoon, SK · Calgary, AB
$130,000 to $148,000 CAD / year
Full-time
At Barr, you'll join a community of engineers, scientists, and professionals who will help you achieve your ambitions and build a meaningful, rewarding career. You'll serve as a trusted…
Added 1 hour ago
Member Banking Specialist, Advice Centre
Coast Capital
Surrey, BC
Full-time
As a Coast Capital Banking Specialist, you are a trusted advisor, who builds and manages relationships with our Members via our Advice Centre. While this job is posted as a Customer Banking…
Added 1 hour ago
Service Advisor
Inland Truck & Equipment
Terrace, BC
Full-time
…opportunities, and a culture that prioritizes teamwork, safety, and community support. We are committed to embracing new technology, ensuring that we stay at the forefront of innovation in…
Added 1 hour ago
Client Advisor
Royal Bank of Canada
Powerview-Pine Falls, MB
Part-time
…a great career with us as a future Account Manager/Banking…
Added 1 hour 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 1 hour ago
Associate
Royal Bank of Canada
Hamilton, ON
Full-time
Assist the Advisor team in welcoming and onboarding new clients.
Added 1 hour ago
Client Advisor
Royal Bank of Canada
Smithers, BC
Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 1 hour ago
Lead Software Developer (Fortify Cloud development)
Open Text Corporation
Ottawa, ON · Mississauga, ON · Richmond Hill, ON · Waterloo, ON
Other
OpenText is more than just a corporation, it's a global community where trust is foundational, the bar is raised, and outcomes are owned.
Added 1 hour 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 1 hour ago
Community & Enrolment Advisor (Setter to Advisor)
EndoNutrition
Canada
Other
…toward their health goals. You'll connect with women in our community and those who reach out, understand what's going on and what she wants, share insights, and help shape a plan. Then…
Added 1 hour ago
Sales Representative
Employment Solutions - Sault College
Sault Ste. Marie, ON
Full-time
Attending community events and promotional activities
Added 1 hour ago
Director General - North District
Legal Aid Ontario
North Bay, ON
Full-time
…local management, staff and other justice sector participants, community partners, Indigenous communities and organizations to ensure that LAO services are client-focused, culturally…
Added 1 hour ago
Mid-Market Solution Sales Executive
OpenText
Waterloo, ON
Full-time
Consultative Client Engagement: Act as a trusted advisor by providing insights, recommendations, and industry expertise to help clients achieve their goals.
Added 2 hours ago
Associate
RBC Dominion Securities
Hamilton, ON
Full-time
Assist the Advisor team in welcoming and onboarding new clients.
Added 2 hours ago
Client Advisor
RBC
Powerview-Pine Falls, MB
Part-time
…a great career with us as a future Account Manager/Banking…
Added 2 hours ago
Client Advisor
RBC
Smithers, BC
Part-time
Proactively engage with clients in all areas of the branch and in the community, uncovering banking needs, providing help and advice, as well as identifying sales and referral opportunities
Added 2 hours ago
Receptionist
MNP
Duncan, BC
Full-time
…firm by supporting internal and external clients. As a trusted advisor, you’ll ensure the efficient and effective operation of our…
Added 2 hours ago
Apprentice Technician - Stouffville Chrysler
Zanchin Automotive Group
Whitchurch-Stouffville, ON
Full-time
Join now to be part of a company that has been supporting the community for 50 years, and where careers are made and fostered with enthusiasm, integrity, and respect. Now is the time to be…

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

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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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