Financial Services Independent Advisor

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

📋 Description

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

• Foster long-lasting relationships with community members while identifying their financial aspirations.

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

• Offer customized insurance and wealth management solutions.

• Cultivate a reputable professional presence within the community.

• Oversee a profitable and sustainable financial services portfolio along with a sales pipeline.

• Represent Co-operators with professionalism, adhering to brand standards and a client-first philosophy.

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

⛳️ Requirements

• Possess a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or demonstrate willingness to obtain them.

• Fulfill ongoing licensing and continuing education obligations.

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

• Experience in operating your own business.

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

• Experience in advisory roles or client relationship management.

• Capability to establish trusted relationships and convert them into sustainable business growth.

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

• Effective, confident communication, solid organizational skills, and disciplined follow-through.

• Client-centric, advice-driven approach.

• Demonstrated resilience, accountability, self-motivation, and ownership of outcomes.

• Ability to undergo comprehensive background, credit, and eligibility checks.

🏝️ Benefits

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

• Flexible, remote-friendly work model that allows for autonomy in scheduling.

• Comprehensive onboarding, training, mentorship, and continuous development opportunities.

• 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 establish and expand your own financial services portfolio with control over results.