Financial Advisor Trainee CGIC

Position: Financial Advisor Trainee with CGIC
Location: City of Moncton

Embark on a rewarding career as a Financial Advisor Trainee with CGIC's Field Talent Development in this full-time, office-based role. Build client relationships and manage your own agency with the support of an industry leader.

As a Financial Advisor Trainee at CGIC, you will leverage your entrepreneurial spirit and management experience to cultivate meaningful relationships in your community. This role focuses on assessing client needs, managing risk, and delivering tailored financial solutions. Your journey will empower clients while contributing to their financial security and community resilience.

Key Responsibilities:

• Prospect new clients to discuss risk management strategies

• Develop and execute operational and marketing plans

• Coach and mentor a team to achieve agency goals

• Maintain licenses and ensure compliance with industry regulations

• Enhance agency visibility and maximize new business opportunities

Requirements:

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

• Post-secondary education in a relevant discipline

• Life and General Insurance licenses;
Mutual Funds license preferred

• Professional designations such as CFP or CLU in progress

• Strong communication and strategic thinking skills

Achieve your professional goals and make a lasting impact in your community as a Financial Advisor Trainee at CGIC.