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 new 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
- Qualified 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. #J-18808-Ljbffr
📌 Financial Advisor Trainee at CGIC (Canada)
🏢 Co-operators General Insurance
📍 Canada
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