Lead an office-based financial agency with CGIC, using insurance expertise and business-building skills to serve clients and communities. English is required; French is an asset.

As a 36-month trainee, you will develop toward becoming an exclusive Financial Advisor of Co-operators. You will manage your own insurance agency with established company support. The work combines financial security solutions, community relationships, sales growth, and team leadership.

Key Responsibilities:

- Prospect clients about risk management and financial goals
- Conduct reviews supporting informed client decisions
- Build community relationships and increase agency visibility
- Execute business, operational, and marketing plans
- Recruit, coach, mentor, and manage employee performance

Requirements:

- Three to five years of insurance management experience
- Post-secondary education in a related field
- Life and General Insurance licences
- CFP, CLU, CHFC, or accredited Financial Planning Designation
- English required; French is an asset

Apply your communication, strategic planning, and insurance leadership skills while developing a CGIC-supported financial agency.

📌 Financial Advisor Agency Leader (Oshawa)
🏢 The Sovereign General Insurance
📍 Oshawa