Launch your career as a Financial Advisor Associate at CGIC, focusing on life and wealth management product sales. This regular full-time, office-based position is key to agency growth.

At CGIC, you will support financial service operations by engaging in client advisement and product sales. The Associate Financial Advisor role encompasses outbound prospecting, detailed client reviews, and compliance adherence. Enhance your skills through direct involvement in underwriting and product-specific marketing efforts.

Key Responsibilities:
• Facilitate the sales of life and wealth management products
• Proactively conduct client reviews and service inquiries
• Identify client needs and recommend suitable products




• Complete underwriting assessments and inspections
• Develop marketing initiatives for each product area

Requirements:
• Life License required for the position
• General Insurance License could be beneficial
• At least two years of related sales experience
• Solid background in insurance product offerings
• Solid underwriting understanding considered an asset

Bring your analytical and strategic mindset to support CGIC’s mission in creating lasting client relationships.
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📌 Financial Advisor Associate Role at CGIC (Ontario)
🏢 Co-operators
📍 Ontario