Elevate your career with CGIC as an Associate Financial Advisor in an office-based setting. 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.

📌 Financial Advisor Role At Cgic Richmond Hill
🏢 Co-operators General Insurance
📍 Richmond Hill