Financial Services Independent Advisor

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

📋 Description

• Position yourself as a reliable financial advisor in your community by cultivating robust relationships with clients, comprehending their objectives, and providing customized solutions that cater to their distinct requirements.

• Develop and expand a profitable and sustainable client portfolio through proactive outreach, networking, referrals, and active community involvement.

• Offer personalized, advice-driven insurance and wealth solutions that enhance client trust, loyalty, and long-term financial stability.

• Serve as a prominent and professional independent representative of Co-operators, reinforcing our reputation and presence within the communities we support.

⛳️ Requirements

• Possess a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or be willing to acquire them, while fulfilling ongoing licensing and continuing education obligations.

• Have a background in financial services, insurance, banking, or other advisory sales environments.

• Experience in managing your own business is essential.

• A solid foundation in wealth management, B2B sales, account management, or business development is required.

• Previous involvement in client-facing advisory or relationship management roles where trust and credibility are paramount.

• You should be a business owner, entrepreneur, or community-oriented sales professional who thrives on independence and long-term growth.

🏝️ Benefits

• An opportunity to establish and develop your own financial services portfolio with control over your outcomes.

• Potential to enhance your earnings through business development, client retention, and success in acquiring new business.

• A flexible, remote-friendly work arrangement that allows you to manage your schedule.

• Comprehensive onboarding, training, mentorship, and ongoing development to facilitate your long-term success.

• Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams to aid in the growth and scaling of your business.

• Support from a reputable Canadian brand with a strong community presence and a client-first, values-driven culture.