Build an insurance agency with CGIC as an office-based Financial Advisor Trainee, using client relationships, sales planning, and team leadership.

This 36-month trainee position develops an entrepreneurial-minded leader within CGIC’s Field Talent Development department. As an exclusive Financial Advisor of Co-operators, you will manage your own agency with established company support. You will help Canadians assess, define, and implement financial security solutions through exclusive technology, tools, and processes.

Key Responsibilities:

- Prospect clients about risk management and financial goals
- Conduct client reviews supporting informed financial decisions
- Cultivate community relationships and maximize business opportunities
- Develop business, operational,



and marketing plans
- Recruit, coach, mentor, and manage employee performance

Requirements:

- At least three years’ insurance management or related business 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

Lead agency growth through financial advising, community relationships, strategic planning, and performance-focused team management with Co-operators.

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