Elevate your career as a Financial Advisor Trainee with CGIC in an office-based role. Cultivate relationships and drive financial solutions for clients while preparing for a leadership position. CGIC, a top Canadian financial services co-operative, is looking for a 36-month Trainee.
As a future Financial Advisor, you will manage your own insurance agency, utilizing exclusive company tools to support clients' financial security needs. This role involves strong community engagement and emphasizes personal development and mentorship. Key Responsibilities:
- Prospect current clients for risk management discussions
- Cultivate community relationships to enhance agency visibility
- Develop business and marketing plans for agency growth
- Recruit, coach, and manage team performance
- Maintain required licenses and ensure compliance Requirements:
- 3-5 years management experience in insurance
- Post-secondary education in a related field
- Life and General Insurance licenses
- Completion of CFP, CLU, CHFC, or equivalent designation
- Background check required for successful candidates This role demands strong communication and strategic thinking to build impactful client relationships.