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Full-Time Associate Financial Advisor at CGIC

Co-operators
Location 📍 grand bay westfield, Canada
Posted 📅 June 04, 2026
Work Type ⏰ Full-time

Position Overview

Grow your career as a Full-Time Associate Financial Advisor at CGIC. Engage clients through expert financial guidance, focusing on personalized service in a hybrid work model.

CGIC is actively seeking an Associate Financial Advisor for its Retail Sales & Service Department. This role encompasses supporting agency operations, managing portfolios in life, group, and wealth management, and performing thorough client assessments. As a bilingual representative, you will be instrumental in fulfilling client needs and maximizing sales opportunities.

Key Responsibilities:
• Drive sales growth for insurance and wealth management products
• Adhere to compliance regulations during client interactions
• Complete proactive client reviews focusing on relevant areas
• Analyze client requirements for effective cross-selling
• Conduct risk assessments according to established guidelines

Requirements:
• Must possess a Life Licens...

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Job Details

Employment Type
Full-time
📊
Category
Finance
🏠
Work Arrangement
On-site
📍
Location
grand bay westfield, Canada