Financial Advisor Trainee

Company: CGIC Department: Field Talent Development Employment Type: 36 Month Trainee Work Model: Office-Based Language: English is required, 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.

How you will create impact:

• Prospecting new clients to openly discuss risk management and financial goals and conducting reviews with clients to empower them to make informed decisions. • Cultivating strong community relationships to enhance agency 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. • Recruiting and selecting talent, coaching and mentoring employees, and managing your team's performance to facilitate their development and achieve agency goals. • Ensuring maintenance of required licences, compliance of ethical behaviour and conformity with corporate policies, industry standards and legal regulations.

To join our team:

• You have 3-5 years of management experience in the insurance industry or related business experience. • You have post-secondary education in a related field. • You hold a Life licence and a General Insurance licence, with a Mutual Funds licence as an asset. • You have completed one of the following professional designations: CFP, CLU, CHFC or accredited Financial Planning Designation.

How you will succeed: