Financial Advisor Trainee at CGIC

Embark on a rewarding career as a Financial Advisor Trainee with CGIC in an office-based environment. Unlock your potential by leveraging technology and building community relationships to meet client needs.

As a Financial Advisor Trainee at CGIC, you will harness your entrepreneurial spirit in a full-time, regular position.

Your role will involve managing an independent insurance agency while cultivating strong ties to the community and enhancing financial security for clients. You will be supported by an established financial services co-operative dedicated to sustainable practices.

Key Responsibilities:

• Prospect new clients to discuss financial goals and risk management

• Cultivate community relationships to enhance visibility and sales

• Develop operational and marketing plans to drive business growth

• Recruit, coach, and manage your team’s performance

• Ensure compliance with licenses and corporate policies

Requirements:

• Minimum 3 years of management experience in insurance

• Post-secondary education in a related field

• Hold Life and General Insurance licenses

• Completed or working toward a professional financial designation

• Strong communication and strategic thinking skills

Elevate your career in financial advising while contributing positively to the community through CGIC.