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Added 4 mins ago
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Retail Advisor - Part-Time
Clutch Technologies Inc.
Ottawa, ON
- Part-time
Headquartered in Toronto, Clutch was founded in 2017 and currently services Ontario, New Brunswick, Nova Scotia, British Columbia, and Prince Edward Island. Clutch is backed by a number of…
Added 34 mins ago
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Client Service Assistant, Private Wealth
BMO
Toronto, ON · FCP
- Full-time
Support IA’s in individual client investment needs to provide professional, customized investment-related advise, sales and services.
Added 34 mins ago
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General Application - Engineering & Technical Professional
Sense Engineering
Canada
- Full-time
At Sense Engineering, we pride ourselves on exceeding client expectations through exceptional engineering services. We are committed to fostering a positive, supportive and collaborative…
Added 49 mins ago
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Senior Advisor - Risk
Richter
Montreal, QC
- Full-time
Skills in the delivery of IT consulting services mandate and / or IT internal audit mandate and SOC reports.
Added 49 mins ago
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Senior IT Advisor, audit and cybersecurity
Richter
Montreal, QC
- Full-time
Ability to work collaboratively and support client engagements
Added 1 hour ago
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Advisory Practice Specialist
InsuranceWorks.ca
Ottawa, ON
- Full-time
…practice strategies, plans and communications to achieve desired client and advisor experience, growth, profitability and business objectives. You will also provide guidance, coaching and…
Added 1 hour ago
GF
Licensed Sales Advisor (LLQP Licensed)
Greenstone Financial Services Canada
Toronto, ON · North York, ON
- Full-time
Accurately record sales data and client information.
Added 1 hour ago
PS
Vice President of Sales
Persistent Systems
Toronto, ON
- Full-time
Our disruptor’s mindset, commitment to client success, and agility to thrive in the dynamic environment have enabled us to sustain our growth momentum. Persistent has been recognized across…
Added 1 hour ago
CI
Account Executive - Emerging & Commercial Acc
CloudKettle Inc
Toronto, ON
- Up to $120,000 CAD / year
- Full-time
You will work closely with senior members of the Client Services team to co-sell and position our consultancy as the preferred Salesforce partner. This role balances strategic relationship…
Added 1 hour ago
Business Advisor-Ste-Julie
Scotiabank
Sainte-Julie, QC
…including the features and benefits of business products and services, including; an understanding of financial statements, applicable risk management policies and legal and security…
Added 1 hour ago
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Financial Advisor -CIRO - MFD/AMF (Urban) (Mandarin)
CIBC
Vancouver, BC
- Full-time
As a member of the Personal and Business Banking Team, you’ll build and grow a dedicated client portfolio through relationship management, financial services support, and exceptional client…
Added 1 hour ago
Education & Engagement Consultant
The Canada Life Assurance Company
Hamilton, ON · London, ON · Toronto, ON
…this role will be driving outcomes including the retention of client assets, increasing membership/contributions, and the transfer of assets from other financial…
Added 1 hour ago
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Advisor Onboarding Associate
Manulife
Toronto, ON · Burlington, ON
- Full-time
The Advisor Onboarding and Transition professional supports advisors as they transition their books of business to Manulife Wealth Inc. and other wealth lines of business. This role…
Added 1 hour ago
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Services Lead, Stores - Full Time
Sephora
Winnipeg, MB
- $20.8 to $24.45 CAD / hour
- Full-time
As a Services Lead, you will be supporting all departments on the sales floor within a specific Sephora location. Departments at a Sephora store include Skincare, Sephora Collection or…
Added 1 hour ago
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Systems & Technology Training Specialist
Optimize Financial Group
Toronto, ON
- Full-time
Optimize Financial Group is a premier financial services firm based in Toronto, ON, dedicated to helping clients achieve their long-term financial goals. We provide personalized financial…
Added 1 hour ago
CA
Account Executive - Emerging & Commercial Acc
CloudKettle, a Bell Canada company
Toronto, ON
- Full-time
You will work closely with senior members of the Client Services team to co-sell and position our consultancy as the preferred Salesforce partner. This role balances strategic relationship…
Added 2 hours ago
IW
Wealth Advisor (Mutual Funds Licensed) - Sault Ste. Marie, ON
IG Wealth Management
ON · Ontario, Canada
- Full-time
…existing IG clients and earn uncapped variable income. The Wealth Advisor role is a primarily remote role where individuals have the opportunity to work from an IG Wealth Management region…
Added 2 hours ago
RJ
Conseiller de vente - Boutique Rolex / Sales Advisor - Rolex Boutique
Raffi Jewellers Inc. Cambridge | Montreal | Waterloo
Montreal, QC
- Full-time
As a Sales Advisor, you will serve as the esteemed ambassador of the brand, embodying its values of excellence and quality. Your role is pivotal in delivering a world-class, personalized…
Added 2 hours ago
MD
Advisor, Full-cycle Revenue Growth (Hardware and Hard-tech)
MaRS Discovery District
Toronto, ON
- Contract
MaRS is seeking an advisor who has recently held direct responsibility for growing revenue at a startup or scaleup selling a physical, science based or hardware enabled product. You have…
Added 2 hours ago
MD
Advisor, Biotech/Life Sciences
MaRS Discovery District
Toronto, ON
- Contract
MaRS is seeking a part-time Advisor, Biotech/Lifesciences (Independent Contractor) with significant first-hand experience founding, building and scaling a biotech, pharmaceutical or life…
Added 2 hours ago
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Banking Advisor
RBC
ON
- 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 2 hours ago
MW
Junior Investment Advisor
Manulife Wealth
Dorval, QC
- Full-time
Our Investment Advisor Mentoring Program is crafted to guide you through the licensing process and equip you with the skills and knowledge necessary to build a successful client portfolio…
Added 2 hours ago
Client Solutions Advisor - Millwoods Town Centre, Alberta
Scotiabank
Edmonton, AB
As a Client Solutions Advisor, in you will be responsible for onboarding customers that have purchased a mortgage through our indirect mortgage salesforce. Your role will be to deepen…
Added 2 hours ago
Senior Transportation Planner / Traffic Engineer
GHD Group Pty Ltd
Toronto, ON
…and roundabouts. Our team provides integrated transportation services throughout the project lifecycle from initial policy, transportation economics, and business case advice, through…
Added 3 hours ago
AA
Account Director (Audio Visual)
Avera Audiovisual
Toronto, ON
- Full-time
…responsible for developing, managing and growing strategic client relationship that drive revenue, retention, and long-term business growth. As a trusted advisor to clients, this role…

Co-operators

Financial Advisor Trainee (Victoria)

Victoria, BC, 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 1, 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.
ON Only - You have completed one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
All other prov - You have completed or working toward 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.

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

You will manage an insurance agency by prospecting new clients, conducting financial reviews, and implementing security solutions. Additionally, you will lead, coach, and mentor a team while executing business and marketing plans to achieve agency growth goals.

Requirements

Candidates must have 3-5 years of management experience in the insurance or related industry and hold a post-secondary education. You are required to possess Life and General Insurance licences, with professional designations such as CFP, CLU, or CHFC.

Skills

Prospecting
Risk management
Financial planning
Business development
Marketing strategy
Team leadership
Coaching
Mentoring
Performance management
Communication
Critical thinking
Strategic planning
Sales management
Relationship management
Compliance

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
Business Builder
Agency Management
Sales Portfolio
Market Penetration
CFP
CLU
CHFC
Life Licence
General Insurance Licence
Mutual Funds Licence
Sustainability
Client-centric
Operational Efficiency
Strategic Mindset
Compliance
Professional Designation

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