Entrepreneurial Financial Advisor Trainee | Build Your Agency

The Co-operators Group; Toronto; On-site; CAD 66,000 - 109,000; Full time

Benefits offered by this job

Training and development opportunities

Community involvement programs

Competitive compensation & benefits

Job summary

CGIC in Toronto is seeking a 36-month trainee as an exclusive Financial Advisor of Co-operators. You will build and manage your own insurance agency with strong corporate support and community ties, driving growth and client impact.

The role requires 3–5 years in insurance management, post-secondary education, Life and General Insurance licences, and relevant designations (CFP/CLU/CHFC). English is required; French is an asset.

Qualifications

• Background check required for successful candidate.
• 3–5 years of management experience in the insurance industry or related business experience.
• Life licence and a General Insurance licence, with a Mutual Funds licence as an asset.
• Completed designations: CFP, CLU, CHFC or accredited Financial Planning Designation.

Responsibilities

• Prospecting new clients to discuss risk management and financial goals.
• Cultivating community relationships to enhance agency visibility and drive growth.
• Developing and executing business, operational and marketing plans; supporting sustainability strategies.
• Recruiting and mentoring team members; managing performance to achieve agency goals.
• Ensuring licences, compliance with ethics and corporate policies.

Skills

Communication skills

Education

Post-secondary education in a related field

Job description

CGIC in Toronto is seeking a 36-month trainee as an exclusive Financial Advisor of Co-operators. You will build and manage your own insurance agency with strong corporate support and community ties, driving growth and client impact.

The role requires 3–5 years in insurance management, post-secondary education, Life and General Insurance licences, and relevant designations (CFP/CLU/CHFC). English is required; French is an asset.