Independent Financial Advisor

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

📋 Description

• Position yourself as a reliable financial advisor within your community by fostering strong connections with clients, comprehending their aspirations, and providing customized solutions that cater to their specific requirements.

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

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

• Serve as a prominent and professional independent representative of Co-operators, bolstering 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 acquire them, along with meeting ongoing licensing and continuing education obligations.

• Have a background in financial services, insurance, banking, or other advice-oriented sales environments.

• Experience in managing your own business.

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

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

• Be a business owner, entrepreneur, or community-based sales professional who excels in autonomy and seeks long-term growth.

🏝️ Benefits

• The chance to develop and expand your own financial services portfolio with control over your results.

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

• A flexible, remote-friendly work model that allows you to manage your schedule autonomously.

• 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 you in growing and scaling your business.

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