Financial Services Independent Advisor

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Co-operators

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💸 Finance

Insurance • Finance

Co-operators is a Canadian, co-operative insurance and financial services organization founded in 1945 in Regina, Saskatchewan. It provides a broad range of insurance products (personal/home/auto/recreational vehicle/travel/life), business and farm insurance, group benefits and group retirement/savings plans, mutual funds and investment services, and advisor and claims support through nationwide locations and online services. The organization emphasizes community-focused co-operative values, sustainability (including net-zero targets), and financial literacy and support resources.

📋 Description

• Build long-term relationships with community members and help them achieve financial security • Leverage a network, entrepreneurial drive, and consultative approach to grow a client portfolio • Provide tailored insurance and wealth solutions aligned with clients' goals • Establish a profitable, sustainable financial services portfolio • Prospect proactively through networking, referrals, and community engagement • Deliver personalized, advice-based insurance and wealth solutions • Represent Co-operators professionally as an independent representative • Strengthen Co-operators' reputation and community presence • Operate an independent advisory practice and distribute Co-operators products under the brand • Continuously develop expertise in insurance, wealth solutions, and market trends • Manage time, priorities, and sales pipeline independently • Complete comprehensive background, credit, and eligibility checks

🎯 Requirements

• Hold a valid Insurance of person license in Quebec or be willing to obtain it • Meet ongoing licensing and continuing education requirements • Experience in financial services, insurance, banking, or advice-based sales environments is relevant • Experience running your own business is relevant • Background in wealth management, B2B sales, account management, or business development is relevant • Experience in client-facing advisory or relationship-management roles is relevant • Proficiency in French and English, spoken and written • Professional working proficiency in French and English is required for frequent complex written and oral communication • Ability to build trusted relationships and convert them into sustainable business growth • Strong sales and business-development mindset • Comfort with prospecting, networking, and creating opportunities • Clear, confident communication and strong organization • Disciplined follow-through • Client-first, advice-based approach • Resilience, accountability, and self-motivation • Ability to operate independently while upholding Co-operators' values and brand standards • Comprehensive background check required • Background, credit, and eligibility checks must be completed to Co-operators' satisfaction

🏖️ Benefits

• Temporary onboarding income guarantee • Uncapped earning potential • Flexible, remote-friendly work model • Autonomy over your schedule • Comprehensive onboarding and training • Mentorship and ongoing development • Enterprise-level tools • Marketing resources • Access to product specialists • Dedicated support teams • Backing of a trusted Canadian brand • Accommodations available throughout the recruitment process upon request