Financial Advisor Trainee at CGIC

Embark on a rewarding career with CGIC as a Financial Advisor Trainee. This office-based position emphasizes community engagement, relationship building, and effective financial guidance.

CGIC is seeking a motivated Financial Advisor Trainee for a 36-month program. Leverage your entrepreneurial spirit while building long-lasting client relationships and enhancing agency visibility. The role encourages the development of business, operational, and marketing plans to empower communities and support sustainability.

Key Responsibilities:

• Prospect and discuss client financial goals and risk management

• Cultivate community relationships to drive new business opportunities

• Develop and execute business and marketing plans

• Recruit, coach, and manage team performance

• Maintain licenses and ensure compliance with ethical standards

Requirements:

• 3-5 years of management experience in insurance or related fields

• Post-secondary education in a relevant field

• Life and General Insurance licenses required

• Professional designations: CFP, CLU, or equivalent

• Strong communication and critical thinking skills

Shape your future in financial advising and community support as you thrive at CGIC.