Entrepreneurial Financial Advisor Trainee - Grow Your Your Agency

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

Job summary

The Co-operators Group in Canada seeks a driven Financial Advisor trainee to manage an agency with support from an established company. You will build community ties, serve clients, and develop plans to meet financial security goals while maintaining licenses and adhering to policies.

As a trainee, you’ll gain leadership experience, recruit and mentor future team members, and contribute to the agency’s growth and sustainability initiatives within a local community setting.

Qualifications

• Minimum of 3 years of management experience in the insurance industry or related business experience.
• Strong communication skills to engage clients and convey solutions.
• Ability to build and maintain community relationships to grow the agency.

Responsibilities

• Selling Co-operators’ financial services and insurance products from a Co-operators agency location embedded in a local Canadian community.
• Reviewing, prospecting and networking to provide holistic advice on risk management and financial goals.
• Cultivating strong community relationships to enhance the agency’s visibility and maximize new business opportunities.
• Developing and executing business, operational and marketing plans and supporting sustainability strategies.
• During the trainee program, focusing on recruiting and selecting talent, coaching for accountability and mentoring potential future employees, and managing team performance.

Skills

Management experience

Communication skills

Client relationship building

Education

Post-secondary education

Life license

General Insurance license

Mutual Funds license

Job description

The Co-operators Group in Canada seeks a driven Financial Advisor trainee to manage an agency with support from an established company. You will build community ties, serve clients, and develop plans to meet financial security goals while maintaining licenses and adhering to policies.

As a trainee, you’ll gain leadership experience, recruit and mentor future team members, and contribute to the agency’s growth and sustainability initiatives within a local community setting.