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Added 39 mins 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 55 mins 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 1 hour 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 1 hour 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…
Added 1 hour ago
Geotechnical Project Manager
Pinchin Canada
Toronto, ON
$80,000 to $100,000 CAD / year
Full-time
…America. Our teams bring together expertise in environmental services, compliance, building science and resiliency, occupational health and safety, sustainability, and engineering. We help…
Added 1 hour ago
Commercial Credit Advisor, Agriculture
RBC
Guelph, ON · Calgary, AB
Full-time
…Exposure, primarily in the Agriculture industry, and including new client acquisitions and increases at renewal, reviewing and establishing Borrower Risk Rating (BRR) ensuring credit…
Added 1 hour ago
Client Advisor Intern – Mandarin/Cantonese
RBC
Ottawa, ON
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 1 hour ago
Client Advisor
RBC
Smooth Rock Falls, ON
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 1 hour ago
Client Advisor
RBC
Kerrobert, SK
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 1 hour ago
Home Equity Referral Specialist
RBC
Toronto, ON · Mississauga, ON
Full-time
…application doesn't initially fit RBC's criteria. As a One RBC advisor, you connect declined clients with approved third-party lenders while developing realistic transition strategies that…
Added 1 hour ago
Banking Advisor Intern - Squamish Branch
RBC
Squamish, BC
Full-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 1 hour ago
Client Advisor - Brampton & Mississauga
RBC
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
Financial Advisor Intern
RBC
Winnipeg, MB
Full-time
As an RBC Financial Advisor, you attract, nurture, and grow relationships with our high-value personal and small business clients by adding value in the moments that matter to them. You…
Added 1 hour ago
Associate
RBC
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 1 hour ago
Banking Advisor
RBC
Moose Jaw, SK
Full-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 1 hour ago
Insurance Advisor, Home and Auto - Field Sales
RBC
NS · Halifax, NS · Truro, NS
Full-time
As Insurance Advisor you will provide Home and Auto planning and advice to the personal market. You are focused on new sales acquisition through client focused insurance advice and…
Added 1 hour ago
Health, Safety, Environmental & Training (HSET) Superintendent
Barminco
Dease Lake 9, BC
Full-time
The Opportunity: Barminco Mining Services Canada Ltd. has an exciting opportunity for a HSET (Health, Safety, Environmental and Training) Superintendent at the Red Chris Mine in northern…
Added 1 hour ago
Community Care Assistant (Community Health Worker)
Vancouver Coastal Health
Powell River, BC
Full-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 1 hour ago
Community Care Assistant (Community Health Worker)
Vancouver Coastal Health
Powell River, BC
Full-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 1 hour ago
Associate Director, Inside Sales
Pier 4 Ltd.
Toronto, ON
Full-time
Minimum 5 years of experience within the financial services industry in a sales, business development, or advisor-support capacity.
Added 1 hour ago
Director Sales, Asian Markets
Pier 4 Ltd.
Toronto, ON
Full-time
Strong understanding of financial services, investment products, capital raising, and advisor distribution channels.
Added 1 hour ago
Senior Governance & Control Analyst-1
TD
London, ON · Toronto, ON · Markham, ON
Full-time
The Global Corporate Services (GCS) Governance & Control (G&C) Team is hiring a Senior Governance & Control Analyst to provide Governance and Control guidance and support related to various…
Added 1 hour ago
Client Advisor
Royal Bank of Canada
Kerrobert, SK
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 1 hour ago
Client Advisor
Royal Bank of Canada
Smooth Rock Falls, ON
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 1 hour ago
Banking Advisor Intern - Squamish Branch
Royal Bank of Canada
Squamish, BC
Full-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…

Co-operators

Financial Advisor Trainee (Langley)

Langley (District), BC, Canada
Langley, BC, 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, focusing on selling financial services and insurance products while building strong community ties. They are responsible for prospecting, providing holistic financial advice, and eventually recruiting and coaching a team to achieve agency 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
Business development
Risk management
Networking
Sales
Marketing
Team management
Coaching
Mentoring
Critical thinking
Strategic planning
Communication
Financial 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
Business Development
Risk Management
Sales
Marketing
Agency Management
Financial Planning
Client Relations
Sustainability
Strategic Planning
Recruiting
Coaching
Mentoring
Performance Management
Compliance
Industry Standards
Background Check
Entrepreneurial

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