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Hybrid Financial Advisor at CGICCo-operators • Winnipeg, Canada
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Hybrid Financial Advisor at CGIC

Hybrid Financial Advisor at CGIC

Co-operators • Winnipeg, Canada
7 days ago
Job type
  • Full-time
Job description
Join CGIC as a Hybrid Financial Advisor and leverage your management experience in insurance to foster client relationships and support community resilience. This temporary full-time role emphasizes client empowerment and sustainable growth.

As a Financial Advisor with CGIC, you’ll draw on 3-5 years of relevant management experience while actively engaging clients in discussions about risk management and financial goals. You'll cultivate strong community connections to enhance agency visibility and drive sales achievement. Additionally, you’ll support your team’s development through coaching and effective performance management.

Key Responsibilities: • Prospect new clients for financial discussions • Develop operational and marketing plans • Cultivate community relationships for growth • Recruit and mentor team members for success • Ensure compliance with industry regulations

Requirements: • 3-5 years management experience in insurance • Post-secondary education in a related field • Life and General Insurance licenses required • CFP, CLU, or other finance designation desirable • Strong communication and problem-solving skills

Enhance client relationships while driving community resilience as a Financial Advisor with CGIC. #J-18808-Ljbffr
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Hybrid Financial Advisor at CGIC • Winnipeg, Canada

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