Build toward an independent agency with Co-operators as an office-based Financial Advisor Trainee focused on insurance and financial services. English is required.

This 36-month trainee program develops entrepreneurial-minded leaders within Field Talent Development. You will sell Co-operators products, advise clients on risk management and financial goals, and cultivate community relationships. The program supports a path toward running your own agency.

Key Responsibilities:

- Sell Co-operators financial services and insurance products
- Prospect, network, and provide holistic client advice
- Build community relationships and pursue recent business opportunities
- Develop business, operational, marketing, and sustainability plans
- Recruit, coach, mentor,



and manage agency talent later

Requirements:

- Minimum three years’ insurance management or related business experience
- Post-secondary education in a related field
- Required Life, General Insurance, and Mutual Funds licenses
- CFP, CLU, CHFC, or accredited Financial Planning Designation
- Authorization to work in Canada and successful background checks

Develop agency leadership, client advice, licensing, and community-building expertise through Co-operators’ Financial Advisor Trainee program.

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