Embark on a rewarding career with CGIC as a Financial Advisor Trainee. This office-based position emphasizes community engagement, relationship building, and effective financial guidance.

CGIC is seeking a motivated Financial Advisor Trainee for a 36-month program. Leverage your entrepreneurial spirit while building long-lasting client relationships and enhancing agency visibility. The role encourages the development of business, operational, and marketing plans to empower communities and support sustainability.

Key Responsibilities:
• Prospect and discuss client financial goals and risk management
• Cultivate community relationships to drive recent business opportunities
• Develop and execute business and marketing plans
• Recruit, coach,



and manage team performance
• Maintain licenses and ensure compliance with ethical standards

Requirements:
• 3-5 years of management experience in insurance or related fields
• Post-secondary education in a relevant field
• Life and General Insurance licenses required
• Professional designations: CFP, CLU, or equivalent
• Strong communication and critical thinking skills

Shape your future in financial advising and community support as you thrive at CGIC.
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📌 Financial Advisor Trainee at CGIC (Ontario)
🏢 Co-operators General Insurance
📍 Ontario