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 enduring relationships with community members, assisting clients and families in achieving financial security.

• Utilize networking skills, entrepreneurial spirit, and a consultative methodology to expand a client portfolio.

• Offer customized insurance and wealth solutions that align with the aspirations of clients.

• Create a reputable professional presence within the community.

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

• Provide personalized, advice-driven insurance and wealth solutions.

• Professionally represent Co-operators and enhance its reputation in the communities served.

• Take ownership of portfolio development, business activities, sales pipeline, and outcomes.

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

• Distribute Co-operators products solely under an 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.

• Comply with ongoing licensing and continuing education requirements.

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

• Proven experience in managing 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 establish trusted relationships and translate them into sustainable business growth.

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

• Excellent communication skills, strong organizational abilities, and disciplined follow-through.

• Client-centric, advice-based approach.

• Demonstrated resilience, accountability, and self-motivation.

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

• Ability to complete thorough background, credit, and eligibility checks.

🏝️ Benefits

• Flexible, remote-friendly work model with control over your schedule.

• Comprehensive onboarding, training, mentorship, and ongoing professional development.

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

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

• Opportunity to build and expand your own financial services portfolio with ownership over results.

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

• Accommodations available throughout the recruitment process upon request.