Office-Based Financial Advisor Trainee (Toronto)

Office-Based Financial Advisor Trainee (Toronto)

07 Nov
|
Co-operators
|
Toronto

07 Nov

Co-operators

Toronto

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 environment. 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 current clients discussing risk managementCultivate community relationships for increased visibilityExecute business, operational, and marketing plansRecruit, coach, and mentor team membersMaintain required licenses and comply with regulationsRequirements:Minimum 3 years management experience in insuranceRelevant post-secondary educationLife and General Insurance licenses requiredCFP, CLU, CHFC, or similar designation preferredStrong communication and critical thinking skillsLeverage your management experience and drive to successfully grow client relationships within CGIC's framework.

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

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