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 client relationships, understanding their aspirations, and providing customized solutions that cater to their specific requirements.

• Develop and expand a profitable, sustainable client portfolio through proactive prospecting, networking, referrals, and active community participation.

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

• Serve as a visible and professional independent representative of Co-operators, bolstering our reputation and presence in the communities we operate in.

⛳️ 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.

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

• Experience in managing your own business is essential.

• A background in wealth management, B2B sales, account management, or business development is preferred.

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

• Must be a business owner, entrepreneur, or community-focused sales professional who excels in autonomy and long-term growth.

• Demonstrated ability to cultivate trusted relationships and translate them into sustainable business growth.

• A robust sales and business-development mindset, comfortable with prospecting, networking, and creating opportunities.

• Strong communication skills, organizational abilities, and disciplined follow-up practices.

• A client-centric, advice-based approach focused on helping clients and families establish financial security and achieve their objectives.

• Resilience, accountability, and self-motivation, with a strong drive to take ownership of your outcomes.

🏝️ Benefits

• An opportunity to establish and expand your own financial services portfolio with control over your outcomes.

• Potential to enhance your compensation through business development, client retention, and success in acquiring new business.

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

• Comprehensive onboarding, training, mentorship, and continuous development to ensure 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 trusted Canadian brand with a strong community presence and a values-driven, client-first culture.