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Job summary

The Financial Advisor Trainee will manage an insurance agency, focusing on selling financial services and insurance products while building strong community ties. They are responsible for prospecting, providing holistic financial advice, and eventually recruiting and coaching a team to achieve agency goals.

Job details

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%+.

What you’ll do

The Financial Advisor Trainee will manage an insurance agency, focusing on selling financial services and insurance products while building strong community ties. They are responsible for prospecting, providing holistic financial advice, and eventually recruiting and coaching a team to achieve agency goals.

Requirements

Candidates must have at least 3 years of management experience in the insurance or related industry and hold or be prepared to obtain Life, General Insurance, and Mutual Funds licenses. A post-secondary education and progress toward a professional designation like CFP, CLU, or CHFC are also required.

Benefits

• Competitive compensation package • Benefits program • Sales incentive plan

Listed skills

• Risk Management · Preferred
• Sales · Preferred
• Communication · Preferred
• Financial planning · Preferred
• Critical Thinking · Preferred
• Coaching · Preferred
• Client Relationship Management · Preferred
• Business development · Preferred

Other relevant skills

Identified from the job description. Confirm important requirements above.

• Financial services
• Insurance
• Business development
• Risk management
• Networking
• Sales
• Marketing
• Team management
• Coaching
• Mentoring
• Critical thinking
• Strategic planning
• Communication
• Client relationship management
• Financial planning
• Insurance Industry
• Organizational Strategy
• Industry Standards
• Accountability
• Sustainability Strategies
• Sales Prospecting
• Resilience
• Bilingual (French/English)
• Ethical Standards And Conduct
• Talent Development
• Management
• Certified Financial Planner
• Chartered Financial Consultant
• Chartered Life Underwriter
• Decision Making
• Cooperation
• Critical Thinking
• Financial Services
• Financial Planning
• General Insurance
• Selling Techniques
• Innovation
• Risk Management
• Market Penetration
• Mentorship
• Team Performance Management

Job areas

• Finance & Accounting
• Sales
• Management & Leadership
• Customer Service & Support
• Financial Advisor
• Financial Planner / Investment Consultant
• Financial and Investment Advisers
• Personal Financial Advisors