Independent Financial 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.

• Cultivate long-lasting relationships with community members to assist them in achieving financial security.

• Enhance a client portfolio through prospecting, networking, referrals, and engaging with the community.

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

• Develop a trusted professional presence within the community.

• Operate autonomously while adhering to Co-operators' values, brand standards, and a client-first philosophy.

• Exclusively distribute Co-operators products under the independent contractor agreement.

• Oversee business activities, client relationships, portfolio growth, sales pipeline, time management, and priorities.

⛳️ 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.

• Fulfill ongoing licensing and continuing education obligations.

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

• Experience in managing your own business.

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

• Proficiency in client-facing advisory or relationship-management roles.

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

• Strong sales and business development orientation.

• Comfortable with prospecting, networking, and creating opportunities.

• Excellent communication skills, clear and confident.

• Strong organizational skills and disciplined follow-through.

• Client-centric, advice-driven approach.

• Resilient, accountable, and self-motivated.

• Must complete a comprehensive background check.

• Required to undergo background, credit, and eligibility checks to Co-operators’ satisfaction.

🏝️ Benefits

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

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

• 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.

• Ownership of your financial services portfolio and its outcomes.

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

• Accommodations available throughout the recruitment process upon request.