Elevate your career with CGIC as an Associate Financial Advisor in an office-based environment. Contribute to agency operations through proactive client engagement and product sales.
This full time position focuses on supporting the growth of life, group, and wealth management products. You will engage in prospecting, client contact, and sales activities while adhering to compliance regulations. By building trusted relationships, you will help clients navigate their financial needs and explore relevant insurance options.
Key Responsibilities:
• Support agency growth via life and wealth product sales
• Conduct client reviews for ongoing portfolio management
• Perform needs analysis to cross-sell various services




• Complete risk assessments following underwriting guidelines
• Develop annual marketing plans for targeted product areas
Requirements:
• Life License is mandatory for this role
• Two years of sales or marketing experience preferred
• Knowledge of insurance products is beneficial
• General Insurance Licenses may be required
• Meet provincial licensing requirements for continuing education
Bring your sales expertise and client-focused approach to make a meaningful impact at CGIC.
#J-18808-Ljbffr

📌 Financial Advisor Role at CGIC (Richmond Hill)
🏢 Co-operators General Insurance
📍 Richmond Hill