Financial Services Independent Advisor

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

📋 Description

• Establish an independent financial services advisory practice under the Co-operators brand.

• Foster long-term relationships with community members to understand their financial aspirations.

• Expand a client portfolio through prospecting, networking, referrals, and community involvement.

• Provide customized insurance and wealth solutions.

• Develop a reputable professional presence in the community.

• Serve as an independent representative of Co-operators.

• Oversee portfolio development, business activities, time management, priorities, and sales pipeline.

• Distribute Co-operators products exclusively under the independent contractor agreement.

• Operate autonomously while adhering to Co-operators' values, brand standards, and a client-first approach.

⛳️ Requirements

• Possess a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or be willing to obtain these licenses.

• Comply with ongoing licensing and continuing education mandates.

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

• Demonstrate experience in managing your own business.

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

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

• Show a proven ability to cultivate trusted relationships and translate them into sustainable business growth.

• Maintain a strong sales and business development mindset.

• Be at ease with prospecting, networking, and creating opportunities.

• Possess clear and confident communication skills, strong organizational abilities, and disciplined follow-through.

• Adopt a client-first, advice-based approach.

• Exhibit resilience, accountability, and self-motivation.

• Required to undergo thorough background, credit, and eligibility checks.

🏝️ Benefits

• Opportunities to enhance compensation through business development, client retention, and new business achievements.

• Flexible, remote-friendly work model with control over your schedule.

• Comprehensive onboarding, training, mentorship, and ongoing professional development.

• Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams.

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

• Chance to build and expand an independent financial services portfolio with ownership over outcomes.