Financial Advisor Training at Co-operators

Start your career as a Financial Advisor Trainee with Co-operators in an office-based role. This program offers a chance to develop in financial services while building community relationships.

As a Financial Advisor Trainee, you’ll manage your own insurance agency supported by Co-operators. Experience essential training opportunities aimed at empowering clients in their financial decision-making. This role is perfect for entrepreneurial-minded individuals with strong leadership aspirations.

Key Responsibilities:

• Prospect new clients for discussions on risk management

• Cultivate relationships to enhance community visibility

• Develop business, operational, and marketing plans

• Recruit and mentor talent, managing team performance

• Ensure compliance with industry standards and corporate policies

Requirements:

• 3-5 years of management experience in insurance

• Post-secondary education in a related field

• Life and General Insurance licenses, Mutual Funds license as asset

• Professional designation completed or in progress

• Strong communication and critical thinking skills

Embark on your journey as a Financial Advisor and help Canadians achieve their financial goals at Co-operators.