04 Oct
|
The Co-operators Group
|
British Columbia
04 Oct
The Co-operators Group
British Columbia
Become a Financial Advisor Trainee at CGIC, a leader in Canadian financial services. This office-based role focuses on training to build community relationships and drive business growth.
As a Financial Advisor Trainee with CGIC, you'll engage in entrepreneurial activities, managing your own insurance agency. The successful candidate will leverage exclusive tools and technology to provide holistic financial advice. Cultivating community ties and developing marketing strategies are essential to this role.
Key Responsibilities:
• Sell Co-operators’ financial services and insurance products
• Review and provide holistic financial advice to clients
• Cultivate community connections for enhanced visibility
• Develop business and operational plans for growth
• Recruit and mentor potential agency employees
Requirements:
• Minimum 3 years of management experience in insurance
• Post-secondary education in a related field
• Required licenses: Life, General Insurance, Mutual Funds
• Actively pursuing CFP, CLU, CHFC, or similar designation
• Pass all background checks and employment conditions
Drive business growth while developing your agency's future and resilience in the role of Financial Advisor Trainee at CGIC.
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📌 Financial Advisor Trainee at CGIC (British Columbia)
🏢 The Co-operators Group
📍 British Columbia