Financial Advisor Trainee (Calgary)

Co-operators General Insurance Company; Calgary; On-site; CAD 66,000 - 109,000; Full time

Benefits offered by this job

Competitive compensation

Benefits program

Path to independent agency ownership

Job summary

Co-operators General Insurance Company is seeking a 36 Month Trainee in Field Talent Development, an office-based program to train entrepreneurial Financial Advisors within our agency network.

You will build community ties, review risk and financial goals, and obtain required licenses as you progress toward leading your own agency and delivering client-focused solutions.

Qualifications

• Minimum 3 years of management experience in insurance or related business.
• Post-secondary education in a related field.
• Hold or will obtain Life and General Insurance licenses and a Mutual Funds license.
• CFP/CLU/CHFC or equivalent designation pursued or obtained.

Responsibilities

• Sell Co-operators financial services and insurance products from a community agency.
• Prospect, network and provide holistic risk and financial guidance.
• Cultivate community relationships to expand agency visibility and sales.
• Develop and execute business, operational and marketing plans.
• During later trainee years, recruit, coach and mentor agency staff and manage performance.

Skills

Management experience

Networking

Communication skills

Client relationship building

Strategic planning

Education

Post-secondary education

Licenses (Life, General, Mutual Funds)

Professional designation (CFP / CLU / CHFC)

Job description

Company: CGIC
Department: Field Talent Development
Employment Type: 36 Month Trainee
Work Model: Office-Based
Language: Bilingualism in English and French is an asset.
Additional Information: This/these role(s) is/are currently vacant

The Opportunity:

We are a leading Canadian financial services co-operative committed to being a catalyst for a sustainable and resilient society and our team is essential to deliver on this strategy. That’s why we prioritize our people, to ensure we provide a strong culture and development opportunities which enables our team to thrive and to live our purpose. The best part is that you will work with people that care passionately about you, our clients and our communities.

As an exclusive Financial Advisor of Co-operators you are an entrepreneurial-minded leader. You are a high achieving business builder who will manage your own insurance agency with the full support of an established company. As an independent contracted Financial Advisor of Co-operators, you will build strong, visible ties to the community and will cultivate long-term relationships with your clients. Through use of our exclusive technology, tools and processes, you will help Canadians assess, define and implement solutions to meet their financial security needs.

What you're responsible for:

• 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 for clients and prospects to empower them to
  make informed decisions.
• Cultivating strong community relationships to enhance the future agency's visibility and maximize new business opportunities to contribute to sales and
  growth goals.
• Developing and executing business, operational and marketing plans and supporting sustainability strategies to help Canadian communities become more
  resilient.
• During the later part of the trainee program, focusing on recruiting and selecting talent, coaching for accountability and mentoring potential future employees of
  the agency, and managing your team’s performance to facilitate their development and achieve the future agency's goals.
• Maintenance of required license’s, demonstrating ethical behaviour and conforming with Co-operators policies, industry standards and applicable laws.

To join our team:

• You have minimum of 3 years of management experience in the insurance industry or related business experience.
• You have post-secondary education in a related field.
• You hold or will obtain, prior to starting, all of the following: Life license, General
• Insurance license and a Mutual Funds license in your province of residency.
• Please note that holding all necessary valid license(s) is a requirement of this role.
• You have completed or are actively working toward one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.
• You meet all conditions of employment as may be stipulated in the Offer of
• Employment, including successful completion of all required background checks and authorization to work in Canada.

To be successful:

• You will remain focused and driven in the pursuit of agency goals until the objective is achieved while effectively managing/growing the current portfolio.
• You will successfully build plans focused on expanding market penetration and apply an innovative mindset to improve operational efficiencies, with a client centric lens.
• You have demonstrated strong communication skills to facilitate holistic communications with a diverse clientele base and are able to provide needs-based recommendations.
• You demonstrate resilience and support a high-performance/collaborative culture, and foster team alignment with organizational strategies
• You use critical thinking to guide decision making and apply a strategic mindset to adjust business plans based on shifting priorities.
• You will gain a deep knowledge of Co-operators' products and will have demonstrated the ability to distribute these products in compliance with Co-operators' policies, industry standards and applicable laws

What you need to know:

• You will be subject to a Background check as a condition of employment, in the event you are the successful candidate.

What we offer:

• A competitive compensation package and benefits program.
• The opportunity to be part of something bigger and be a catalyst for a more resilient and sustainable society.
• A path to running your own independent agency.
• An experience to support our mission to help Canadians protect and save for what matters most

Salary information

Expected salary range $65,562.00 - $109,270.00. This role is eligible to participate in a sales incentive plan for additional compensation with an annual target of 10%+.