Financial Services Independent Advisor

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

📋 Description

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

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

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

• Offer personalized insurance and wealth solutions that align with clients' objectives.

• Provide advice-driven services that promote long-term financial security for clients and their families.

• Represent the Co-operators in a professional manner within the community, enhancing its reputation and visibility.

• Independently manage the business, time, priorities, and sales pipeline.

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

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

⛳️ Requirements

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

• Fulfill ongoing licensing and continuing education obligations.

• Experience in financial services, insurance, banking, or similar advice-driven sales environments.

• Proven experience in operating your own business.

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

• Experience in advisory roles that involve client interaction or relationship management.

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

• Strong sales and business development orientation, with a comfort level in prospecting, networking, and creating opportunities.

• Clear and confident communication skills, strong organizational abilities, and a disciplined approach to follow-through.

• Client-centric, advice-driven methodology focused on assisting clients and families in achieving financial security.

• Resilience, accountability, and self-motivation are essential qualities.

• Capability to work independently while adhering to the Co-operators' values, brand standards, and client-first principles.

• Willingness to undergo thorough background, credit, and eligibility assessments.

🏝️ Benefits

• Flexible, remote-friendly work structure that allows autonomy over your schedule.

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

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

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

• Control over your financial services portfolio and its outcomes.

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

• Accommodations are available throughout the recruitment process upon request.