Start your career as a Financial Advisor Trainee with Co-operators in an office-based role. This program offers a chance to develop in financial services while building community relationships.
As a Financial Advisor Trainee, you’ll manage your own insurance agency supported by Co-operators. Experience essential training opportunities aimed at empowering clients in their financial decision-making. This role is perfect for entrepreneurial-minded individuals with strong leadership aspirations.
Key Responsibilities:
• Prospect new clients for discussions on risk management
• Cultivate relationships to enhance community visibility
• Develop business, operational, and marketing plans
• Recruit and mentor talent, managing team performance
• Ensure compliance with industry standards and corporate policies
Requirements:
• 3-5 years of management experience in insurance
• Post-secondary education in a related field
• Life and General Insurance licenses, Mutual Funds license as asset
• Skilled designation completed or in progress
• Strong communication and critical thinking skills
Embark on your journey as a Financial Advisor and help Canadians achieve their financial goals at Co-operators.

📌 Financial Advisor Training at Co-operators (Barrie)
🏢 Co-operators General Insurance
📍 Barrie