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.

• Cultivate long-term relationships with community members to assist clients and families in achieving financial security.

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

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

• Build trusted relationships through consistent, advice-oriented engagement.

• Serve as a prominent and professional independent representative of Co-operators.

• Create a profitable and sustainable book of business.

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

• Independently manage time, priorities, and sales pipeline.

• Exclusively distribute Co-operators products under the independent contractor agreement.

⛳️ 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.

• Fulfill ongoing licensing and continuing education obligations.

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

• Demonstrated experience in running your own business.

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

• Experience in client-facing advisory or relationship management roles.

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

• Strong sales and business development mindset, including skills in prospecting and networking.

• Exhibit clear, confident communication and strong organizational skills.

• Show disciplined follow-through, resilience, accountability, and self-motivation.

• Maintain a client-first, advice-driven approach.

• Capable of completing comprehensive background, credit, and eligibility checks to Co-operators’ satisfaction.

🏝️ Benefits

• Opportunity to establish and enhance your own financial services portfolio with control over your results.

• Potential to increase compensation through business development, client retention, and new business achievements.

• Flexible, remote-friendly work model that allows autonomy 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 trusted Canadian brand known for its strong community presence and client-first, values-driven culture.

• Accommodations available during the recruitment process upon request.