Build a financial services agency through insurance expertise, client relationships, and entrepreneurial leadership in an office-based trainee opportunity.
As an exclusive Financial Advisor of Co-operators, you will manage your own insurance agency with established company support. This 36-month trainee employment develops business-building, community relationship, and financial security solution capabilities. English is required, while French is an asset.
Key Responsibilities: Prospect clients about risk management and financial goals
Conduct client reviews supporting informed financial decisions
Cultivate community relationships and recent business opportunities
Execute business, operational, and marketing plans
Recruit, coach, mentor, and manage team performance
Requirements: Three to five years’ insurance management experience
Post-secondary education in a related field
Life and General Insurance licences
Mutual Funds licence considered an asset
Required financial planning designation based on province
Apply financial advising, sales growth, and strategic leadership skills while building lasting client and community relationships with Co-operators.
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📌 Financial Advisor Agency Leader (British Columbia)
🏢 Sandvik
📍 British Columbia
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