Independent Financial Advisor

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

📋 Description

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

• Foster long-lasting 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.

• Cultivate a trusted professional reputation within the community.

• Operate autonomously while adhering to Co-operators’ values, brand standards, and a client-centric approach.

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

• Oversee business activities, set priorities, and manage the sales pipeline.

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

⛳️ Requirements

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

• Fulfill ongoing licensing and continuing education requirements.

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

• Proven track record of running your own business.

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

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

• Capability to forge trusted relationships and convert them into sustainable business growth.

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

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

• Client-first, advice-oriented approach.

• Demonstrated resilience, accountability, and self-motivation.

• Ability to undergo comprehensive background, credit, and eligibility checks.

🏝️ Benefits

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

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

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

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

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

• Ownership of your financial services portfolio and its outcomes.

• Accommodations are available throughout the recruitment process upon request.