Financial Advisor Trainee: Build Your Independent Agency

Co-operators Assurance et services financiers; Calgary; On-site; CAD 66,000 - 109,000; Full time

Benefits offered by this job

Competitive compensation package

Career development path

Agency ownership opportunity

Job summary

Co-operators is seeking candidates for a 36-month trainee program in an office-based role within our Field Talent Development team. You will gain exposure to selling financial services and insurance, building community relationships, and developing business plans to support resilient Canadian communities.

You will progress toward essential licenses (Life, General Insurance, Mutual Funds) and potentially pursue professional designations while meeting background checks and employment conditions.

Qualifications

• Minimum of 3 years of management experience in insurance or related business.
• Post-secondary education in a related field.
• Hold or obtain Life, General Insurance and Mutual Funds licenses in your province of residency.
• Pursue CFP, CLU, CHFC or accredited Financial Planning Designation.
• Successful background checks and authorization to work in Canada.

Responsibilities

• Sell Co-operators’ financial services and insurance from a Co-operators agency location embedded in a local Canadian community.
• Review, prospect and network to provide holistic risk management and financial goals advice.
• Cultivate community relationships to enhance agency visibility and growth.
• Develop and execute business, operational and marketing plans and sustainability strategies.
• During later stages, recruit and select talent, coach for accountability and mentor future employees.

Skills

Management experience

Communication skills

Networking

Education

Post-secondary education in related field

Tools

Life license

General Insurance license

Mutual Funds license

Job description

Co-operators is seeking candidates for a 36-month trainee program in an office-based role within our Field Talent Development team. You will gain exposure to selling financial services and insurance, building community relationships, and developing business plans to support resilient Canadian communities.

You will progress toward essential licenses (Life, General Insurance, Mutual Funds) and potentially pursue professional designations while meeting background checks and employment conditions.