Financial Services Independent Advisor

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

📋 Description

• Establish yourself as a reliable financial advisor within your community by fostering strong relationships with clients, comprehending their aspirations, and providing customized solutions that cater to their individual requirements.

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

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

• Serve as a visible and professional independent representative of Co-operators, reinforcing our reputation and presence in the communities we serve.

⛳️ Requirements

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

• Have a background in financial services, insurance, banking, or other advice-driven sales environments.

• Experience in managing your own business is preferred.

• Background in wealth management, B2B sales, account management, or business development is advantageous.

• Have held client-facing advisory or relationship management positions where trust and credibility are paramount.

• Be a business owner, entrepreneur, or community-focused sales professional who thrives on independence and long-term growth.

• Demonstrated capability to cultivate trusted relationships and translate them into sustainable business growth.

• Possess a strong sales and business development mentality, comfortable with prospecting, networking, and creating opportunities.

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

• Maintain a client-first, advice-oriented approach focused on assisting clients and families in building financial security and achieving their ambitions.

• Display resilience, accountability, and self-motivation, along with the determination to take ownership of your outcomes.

🏝️ Benefits

• An opportunity to build and expand your own financial services portfolio while taking ownership of your results.

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

• A flexible, remote-friendly work model allowing autonomy over your schedule.

• Comprehensive onboarding, training, mentorship, and ongoing development aimed at supporting 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.

• The support of a trusted Canadian brand with a strong community presence and a values-driven, client-first culture.