As of November 7, 2026, Jobsy lists 2 financial advisor trainee jobs in Calgary, AB. 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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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 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.
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.