Financial Services Independent Advisor

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

📋 Description

• Create and manage an independent financial services advisory business under the Co-operators brand.

• Foster long-term relationships with community members, assisting clients and families in achieving financial security.

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

• Provide customized insurance and wealth solutions that align with clients' objectives.

• Establish a reputable professional presence within the community.

• Develop a profitable and sustainable portfolio through ongoing business activities.

• Offer advice-based client service that emphasizes long-term financial outcomes.

• Professionally represent Co-operators and enhance its visibility in the community.

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

• Independently manage time, priorities, goals, and sales pipeline.

⛳️ Requirements

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

• Commitment to ongoing licensing and continuing education requirements.

• Experience in financial services, insurance, banking, or other advice-based sales environments.

• Proven 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 transform them into sustainable business growth.

• Strong sales and business development orientation.

• Comfort with prospecting, networking, and identifying opportunities.

• Clear and confident communication skills, along with strong organizational abilities and disciplined follow-through.

• A client-first, advice-based approach.

• Resilience, accountability, and self-motivation.

• Capability to operate independently while adhering to Co-operators' values, brand standards, and client-first philosophy.

• Successful completion of comprehensive background, credit, and eligibility checks is required.

🏝️ Benefits

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

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

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

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

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

• Ownership of results and the opportunity to build and expand an independent financial services portfolio.