Independent Financial Advisor

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

📋 Description

• Establish strong relationships with clients, comprehend their objectives, and provide customized financial solutions.

• Cultivate and enhance a profitable and sustainable client portfolio through prospecting, networking, referrals, and engaging with the community.

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

• Uphold the Co-operators brand with professionalism and enhance its reputation within the communities served.

• Manage an independent advisory practice under the Co-operators name.

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

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

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

• Complete necessary background, credit, and eligibility checks.

⛳️ Requirements

• Valid Insurance of person license in Quebec, or a commitment to obtain it.

• Adherence to ongoing licensing and continuing education requirements.

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

• Experience in managing a business.

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

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

• Proficiency in both French and English, in spoken and written forms.

• Capability to build trustworthy relationships and translate them into sustainable business growth.

• Skills in sales and business development, including prospecting and networking.

• Strong communication skills, characterized by clarity and confidence, along with excellent organizational abilities.

• Demonstrated discipline in follow-through, resilience, accountability, and self-motivation.

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

🏝️ Benefits

• Temporary onboarding income guarantee.

• Unlimited earning potential through commission-based pay.

• Flexible, remote-friendly work environment.

• Control over your own schedule.

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

• Access to enterprise-level tools.

• Marketing resources provided.

• Support from product specialists and dedicated teams.

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

• Accommodations available throughout the recruitment process upon request.