Independent Financial Services Advisor

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

📋 Description

• Establish enduring relationships with community members to assist them in achieving financial stability.

• Utilize your network and consultative skills to expand a client portfolio.

• Provide tailored, advice-oriented insurance and wealth solutions.

• Serve as a prominent and professional independent representative of Co-operators.

⛳️ 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 while fulfilling ongoing licensing and continuing education obligations.

• Have experience in financial services, insurance, banking, or other advice-driven sales environments.

• Have a background in operating your own business.

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

• Have worked in roles focused on client advisory or relationship management where trust and credibility are essential.

• Be an entrepreneur, business owner, or community-oriented sales professional who thrives on independence and long-term growth.

• Demonstrate the ability to cultivate trusted relationships and transform them into sustainable business growth.

• Exhibit a strong sales and business development mindset, comfortable with prospecting, networking, and creating opportunities.

• Showcase clear and confident communication, robust organizational skills, and disciplined follow-through.

• Maintain a client-first, advice-centered approach focused on helping clients and families build financial security and reach their goals.

• Display resilience, accountability, and self-motivation, with a strong drive to take ownership of your results.

🏝️ Benefits

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

• Opportunities to enhance your compensation through business development, client retention, and successful new business initiatives.

• A flexible, remote-friendly work model that allows autonomy over your schedule.

• 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 in growing and scaling your business.

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