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Full-Time Associate Financial Advisor at CGIC
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grand bay westfield, Canada
Location
grand bay westfield
Posted
June 04, 2026
Commute
Local Area
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This job is in your area. Enjoy a short commute and work close to home.
Job Description
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:
β’ Drive sales growth for insurance and wealth management products
β’ Adhere to compliance regulations during client interactions
β’ Complete proactive client reviews focusing on relevant areas
β’ Analyze client requirements for effective cross-selling
β’ Conduct risk assessments according to established guidelines
Requirements:
β’ Must possess a Life Licens...
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:
β’ Drive sales growth for insurance and wealth management products
β’ Adhere to compliance regulations during client interactions
β’ Complete proactive client reviews focusing on relevant areas
β’ Analyze client requirements for effective cross-selling
β’ Conduct risk assessments according to established guidelines
Requirements:
β’ Must possess a Life Licens...