As of November 7, 2026, Jobsy lists 27 financial advisor trainee jobs in Canada. The most active employers are Co-operators, Scotiabank and Desjardins Financial Security Independent Network - Southwestern Ontario. Skills often requested: coaching, sales, cold calling and financial planning.
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Candidates need a Mutual Funds licence, a completed CIFP Diploma, and a drive to build customer relationships. They must also be able to meet and exceed sales targets in a fast-paced setting.
Sales targets, Customer experience, Customer relations, Compensation and benefits, Leadership
Candidates need a drive to build customer relationships, a proven record of meeting sales targets in a fast-paced setting, and a Mutual Funds licence. Working toward the CIFP Diploma is also required.
Candidates need a sales, retail or customer service track record and a results-driven, self-managing attitude. They must be willing to obtain licences and complete ongoing training, and be able to network and use social media to find leads.
3+ YOE3+ MgmtCandidates need 3 to 5 years of management experience in insurance or a related business, post-secondary education in a related field, and a Life and General Insurance licence. A Mutual Funds licence and a CFP, CLU, CHFC or accredited financial planning designation are assets, and English is required.
3+ YOE3+ MgmtCandidates need at least 3 years of management experience in insurance or a related business, post-secondary education in a related field, and Life, General Insurance and Mutual Funds licences in their province. A CFP, CLU, CHFC or equivalent designation, strong communication skills and English proficiency are also required.
3+ YOE3+ MgmtCandidates need 3 to 5 years of insurance or business management experience, post-secondary education in a related field, and a Life and General Insurance licence. A CFP, CLU, CHFC or accredited financial planning designation is required in Ontario and held or in progress elsewhere.
3+ YOE3+ MgmtCandidates need at least 3 years of management or related business experience, post-secondary education, and a Life, General Insurance and Mutual Funds licence in their province. A CFP, CLU, CHFC or accredited financial planning designation is also required, completed or in progress.
3+ YOE3+ MgmtCandidates need 3 to 5 years of management experience in insurance or a related business, post-secondary education, and a Life and General Insurance licence. A CFP, CLU, CHFC or accredited financial planning designation is required (Ontario) or in progress (other provinces).
Exclusive Co-operators technology, tools and processes
3+ YOE3+ MgmtCandidates need 3 to 5 years of management or insurance business experience, post-secondary education, and a Life and General Insurance licence. A CFP, CLU, CHFC or accredited financial planning designation is required (Ontario) or in progress (other provinces); English is required and French is an asset.
3+ YOE3+ MgmtCGIC needs at least 3 years of insurance or related management experience and post-secondary education in a related field. Candidates must hold a Life and General Insurance licence, English proficiency, and a financial planning designation such as CFP or CLU.
3+ YOE3+ MgmtCandidates need 3 to 5 years of management experience in insurance or related business, a post-secondary education in a related field, and a Life and General Insurance licence (Mutual Funds licence an asset). Completed or in-progress CFP, CLU, CHFC or an accredited financial planning designation is required, and English is required.
3+ YOE3+ MgmtCandidates need 3 to 5 years of insurance or related management experience, a post-secondary education, and a Life and General Insurance licence. A CFP, CLU, CHFC or accredited financial planning designation is also required. English is required and French is an asset.
3+ YOE3+ MgmtCandidates need 3 to 5 years of insurance or related management experience, a post-secondary education, and a Life and General Insurance licence. A CFP, CLU, CHFC or accredited financial planning designation is also required. English is required and French is an asset.
3+ YOE3+ MgmtCandidates need 3 to 5 years of insurance or related management experience, a post-secondary education, and a Life and General Insurance licence. A CFP, CLU, CHFC or accredited financial planning designation is also required. English is required and French is an asset.
3+ YOE3+ MgmtCandidates need at least 3 years of management or related business experience, usually in insurance, plus a post-secondary education. They must hold Life and General Insurance licences, and a CFP, CLU, CHFC or accredited financial planning designation.
3+ YOE3+ MgmtCandidates need 3 to 5 years of insurance or related management experience, post-secondary education in a related field, and a Life and General Insurance licence. A CFP, CLU, CHFC or accredited financial planning designation is required in Ontario and completed or in progress elsewhere.
3+ YOE3+ MgmtCandidates need at least 3 years of management or insurance-related business experience, post-secondary education in a related field, and Life, General Insurance and Mutual Funds licences in their province. A CFP, CLU, CHFC or similar planning designation is also required, along with strong communication skills and a background check.
3+ YOE3+ MgmtCandidates need 3 to 5 years of management experience in insurance or related business, a post-secondary education in a related field, and a Life and General Insurance licence. Experience with financial planning designations such as CFP or CLU is also needed in Ontario.
3+ YOE3+ MgmtCandidates need at least 3 years of management or related business experience, post-secondary education, and Life, General Insurance and Mutual Funds licences. A CFP, CLU, CHFC or equivalent financial planning designation is also required, and English is required.
3+ YOE3+ MgmtCandidates need 3 to 5 years of management experience in insurance or related business, post-secondary education in a related field, and a Life and General Insurance licence. A CFP, CLU, CHFC or accredited financial planning designation is required, and English is required with French as an asset.
3+ YOE3+ MgmtCandidates need three to five years of management or insurance-related business experience, post-secondary education, and Life and General Insurance licences. English is required, French is an asset, and a CFP, CLU, CHFC or equivalent designation is needed or in progress.
3+ YOE3+ MgmtCandidates need at least 3 years of insurance or related management experience, post-secondary education, and a Life and General Insurance licence. A financial planning designation such as CFP or CLU is required in Ontario and expected elsewhere.
3+ YOE3+ MgmtCandidates need 3-5 years of insurance or related management experience, a Life and General Insurance licence, and post-secondary education. A Mutual Funds licence and a CFP, CLU, CHFC or similar designation are assets.
3+ YOE3+ MgmtCo-operators needs 3 to 5 years of insurance management or related experience, a post-secondary education, and Life and General Insurance licences. A financial planning designation such as CFP, CLU or CHFC is also required.
What skills do financial advisor trainee jobs ask for?
Postings most often mention coaching, sales, cold calling, financial planning, recruitment, critical thinking, communication skills and risk management.