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Added 8 mins ago
Supervisor, Client Service
Co-operators
Calgary, AB · Moncton, NB · Guelph, ON · Laval, QC
Full-time
Volunteer opportunities to give back to your community.
Added 8 mins ago
Senior Talent Acquisition Advisor
Co-operators
Calgary, AB · Moncton, NB · Guelph, ON · Mississauga, ON · Toronto, ON · Laval, QC · Montreal, QC
Full-time
As a Talent Acquisition Advisor reporting to the Manager of Talent Acquisition, you will drive the full-cycle recruitment process. Your focus will be on attracting exceptional, diverse…
Added 8 mins ago
Underwriting Technical and Quality Consultant, Special Lines (Temporary 10 Months)
Co-operators
AB · NB · ON · QC
Full-time
…Through coaching and mentoring, you will support underwriters and advisor staff in making decisions to accept, modify, or reject risk. You will act as a team lead for complex underwriting…
Added 8 mins ago
Supervisor, Learning
Co-operators
AB · NB · ON · Quebec, QC
Full-time
Serving as a trusted advisor by applying expertise in adult learning, performance consulting, and business strategy to identify capability gaps, recommend solutions, and drive learning…
Added 23 mins ago
Healthcare Outreach & Partnership Builder
Healthcord Cryogenics
Toronto, ON
Full-time
…Biomedical Researcher, Healthcare Instructor, Admissions/Recruitment Advisor, Fundraising Officer, Group Sales Representative, Treatment Coordinator, MOA, Territory Sales Rep, Customer…
Added 38 mins ago
Senior Director-Head of CNB Wealth Business Architecture
Royal Bank of Canada
Toronto, ON
Full-time
…organizational oversight for the Toronto-based CNB Wealth Technology…
Added 53 mins ago
Field Communications Manager
Yemen ShortList
Aden
Contract
…Country Coordinator and in collaboration with a Communication Advisor (CA), staying responsive to operational needs, emergencies, and crisis situations, with effective…
Added 1 hour ago
Part Time Member Advisor
Affinity Credit Union
Humboldt, SK · St. Brieux, SK · Watson, SK · Saint Brieux, SK
Part-time
…we want you to join our team! Working as a part-time Member Advisor at our Humboldt, Watson, and St. Brieux Advice Centres, you’ll be a trusted financial partner for our members, delivering…
Added 3 hours ago
Healthcare Outreach & Partnership Builder
Healthcord Cryogenics
Vancouver, BC
Full-time
…Biomedical Researcher, Healthcare Instructor, Admissions/Recruitment Advisor, Fundraising Officer, Group Sales Representative, Treatment Coordinator, MOA, Territory Sales Rep, Customer…
Added 4 hours ago
Clinical Pharmacist
Fraser Health
Vancouver, BC
Full-time
…where you work, and the people around you. From the financial advisor handling our health care resources, to the IT professional enabling life-saving data, to the nurse and physician on the…
Added 4 hours ago
RN Clinical Mentor - Emergency
Fraser Health
Abbotsford, BC
Part-time
Act as a clinical mentor, advisor, and resource to nursing staff, supporting best practices in Inpatient Medicine nursing care.
Added 5 hours ago
Advisor, Communications
Desjardins
Montreal, QC · Levis, QC · Complexe Desjardins Montréal
Full-time
As a communications advisor, you help promote the organization’s projects, policies and programs by designing and developing communications and sharing them within Desjardins Group and with…
Added 5 hours ago
Personal Finance Advisor
Desjardins
Levis, QC · Caisse Desjardins de Lévis
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 5 hours ago
Senior Manager, Tax (Northeastern Ontario)
ACCA Careers
Sudbury, ON · Greater Sudbury, ON
Full-time
…within a complex and dynamic regulatory framework. As a trusted advisor, you’ll design solutions for clients that meet compliance and reporting requirements, minimize risk, drive…
Added 5 hours ago
Client Advisor
Royal Bank of Canada
Moosomin, SK
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 6 hours ago
Insurance Advisor, Home and Auto - Field Sales
RBC Insurance
Halifax, 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 6 hours ago
Insurance Advisor, Home and Auto - Field Sales
RBC Insurance
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 7 hours 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 7 hours 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 7 hours 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 8 hours 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 8 hours 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 8 hours 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 8 hours 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 8 hours 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…

Co-operators

Financial Advisor Trainee (Victoria)

Victoria, BC, Canada

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

Apply About employer

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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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