Financial Services Independent Advisor

This is a fully remote position, open to applicants in Canada.

📋 Description

• Establish enduring relationships with community members to assist them in achieving financial stability.

• Utilize a network, entrepreneurial spirit, and a consultative approach to expand a client portfolio.

• Offer customized insurance and wealth solutions that align with clients' objectives.

• Create a profitable and sustainable financial services portfolio.

• Engage proactively through networking, referrals, and community involvement.

• Provide personalized, advice-driven insurance and wealth solutions.

• Represent Co-operators in a professional capacity as an independent representative.

• Enhance Co-operators' reputation and presence within the community.

• Operate an independent advisory practice while distributing Co-operators products under the brand.

• Continuously enhance knowledge in insurance, wealth solutions, and market trends.

• Independently manage time, priorities, and sales pipeline.

• Conduct thorough background, credit, and eligibility checks.

⛳️ Requirements

• Possess a valid Insurance of person license in Quebec or be willing to acquire one.

• Fulfill ongoing licensing and continuing education obligations.

• Relevant experience in financial services, insurance, banking, or advisory-based sales environments.

• Relevant experience in operating your own business.

• Relevant background in wealth management, B2B sales, account management, or business development.

• Relevant experience in client-facing advisory or relationship management roles.

• Bilingual proficiency in French and English, both spoken and written.

• Professional working proficiency in French and English necessary for frequent complex written and oral communication.

• Ability to establish trusted relationships and translate them into sustainable business growth.

• Strong mindset oriented toward sales and business development.

• Comfort in prospecting, networking, and generating opportunities.

• Clear and confident communication skills accompanied by strong organizational abilities.

• Disciplined in follow-through.

• Client-focused, advice-based approach.

• Demonstrates resilience, accountability, and self-motivation.

• Ability to work independently while adhering to Co-operators' values and brand standards.

• Comprehensive background check required.

• Background, credit, and eligibility checks must meet Co-operators' standards.

🏝️ Benefits

• Temporary onboarding income guarantee.

• Uncapped earning potential.

• Flexible, remote-friendly work model.

• Autonomy over your schedule.

• Comprehensive onboarding and training.

• Mentorship and ongoing development opportunities.

• Access to enterprise-level tools.

• Marketing resources available.

• Access to product specialists.

• Dedicated support teams.

• Backing of a trusted Canadian brand.

• Accommodations provided throughout the recruitment process upon request.