Job opportunity
Office-Based Financial Advisor Trainee
Co-operators
Embark on your financial career with CGIC as an Office-Based Financial Advisor Trainee. This 36-month role focuses on client relationship building and risk management expertise.
As a Financial Advisor Trainee at CGIC, you're stepping into a leadership role within a supportive cooperative environment. You will develop your insurance agency and deepen community ties while helping clients achieve their financial goals. Your entrepreneurial spirit will be essential in managing client needs with expertise and integrity.
Key Responsibilities:
• Prospect new clients discussing risk management
• Cultivate community relationships for increased visibility
• Execute business, operational, and marketing plans
• Recruit, coach, and mentor team members
• Maintain required licenses and comply with regulations
Requirements:
• Minimum 3 years management experience in insurance
• Relevant post-secondary education
• Life and General Insurance licenses required
• CFP, CLU, CHFC, or similar designation preferred
• Strong communication and critical thinking skills
Leverage your management experience and drive to successfully grow client relationships within CGIC's framework.
#J-18808-Ljbffr
Apply on source site As a Financial Advisor Trainee at CGIC, you're stepping into a leadership role within a supportive cooperative environment. You will develop your insurance agency and deepen community ties while helping clients achieve their financial goals. Your entrepreneurial spirit will be essential in managing client needs with expertise and integrity.
Key Responsibilities:
• Prospect new clients discussing risk management
• Cultivate community relationships for increased visibility
• Execute business, operational, and marketing plans
• Recruit, coach, and mentor team members
• Maintain required licenses and comply with regulations
Requirements:
• Minimum 3 years management experience in insurance
• Relevant post-secondary education
• Life and General Insurance licenses required
• CFP, CLU, CHFC, or similar designation preferred
• Strong communication and critical thinking skills
Leverage your management experience and drive to successfully grow client relationships within CGIC's framework.
#J-18808-Ljbffr