Hybrid Associate Financial Advisor at CGIC

Elevate your career with CGIC as a Hybrid Associate Financial Advisor, where bilingual skills in English and French are essential. Assist clients with life, group, and wealth management products.

As a valued member of CGIC, you'll support agency operations while specializing in financial products. This full-time role requires proactive client reviews and prospecting to drive sales and meet compliance standards. Become a trusted advisor by identifying client needs and recommending tailored financial solutions.

Key Responsibilities:
• Support profitable growth of life, group, and wealth products
• Service life, group, and wealth management portfolios
• Conduct proactive client reviews and needs analyses
• Complete underwriting and risk assessments
• Develop annual marketing plans for product areas

Requirements:
• Life License and relevant insurance licenses are required
• Minimum two years of sales or market...