Financial Services Independent Advisor

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

📋 Description

• Position yourself as a reliable financial advisor within your community by cultivating strong relationships with clients, understanding their objectives, and providing customized solutions that address their specific requirements.

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

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

• Serve as a prominent and professional independent representative of Co-operators, enhancing our reputation and visibility 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 standards.

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

• Possess experience in managing your own business.

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

• Have experience in client-facing advisory or relationship-management roles where trust and credibility are essential.

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

🏝️ Benefits

• The chance to establish and expand your own financial services portfolio with full ownership of your results.

• Potential to increase your compensation through business development, client retention, and the success of new business initiatives.

• A flexible, remote-friendly work structure with control over your schedule.

• Comprehensive onboarding, training, mentorship, and ongoing development to facilitate your long-term success.

• Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams to assist in growing and scaling your business.

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