Office Based Financial Advisor Trainee Toronto (Canada)

Office Based Financial Advisor Trainee Toronto (Canada)

18 Oct
|
Co-operators
|
Canada

18 Oct

Co-operators

Canada

Embark on your financial career with CGIC as an Office-Based Financial Advisor Trainee. This 36-month role focuses on client relationship building and risk management expertise.As a Financial Advisor Trainee at CGIC, you're stepping into a leadership role within a supportive cooperative workplace. You will develop your insurance agency and deepen community ties while helping clients achieve their financial goals. Your entrepreneurial spirit will be essential in managing client needs with expertise and integrity.Key Responsibilities:
Prospect recent clients discussing risk management
Cultivate community relationships for increased visibility
Execute business, operational, and marketing plans
Recruit, coach, and mentor team members
Maintain required licenses and comply with regulationsRequirements:
Minimum 3 years management experience in insurance
Relevant post-secondary education
Life and General Insurance licenses required
CFP, CLU, CHFC, or similar designation preferred
Solid communication and critical thinking skillsLeverage your management experience and drive to successfully grow client relationships within CGIC's framework.#J-18808-Ljbffr

📌 Office Based Financial Advisor Trainee Toronto (Canada)
🏢 Co-operators
📍 Canada

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