Financial Services Independent Advisor

🔥 0 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 12%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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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 and grow an independent financial services advisory business under the Co-operators brand • Build long-term relationships with community members and understand their financial goals • Grow a profitable, sustainable client portfolio through prospecting, networking, referrals, and community engagement • Deliver personalized insurance and wealth solutions aligned with clients' goals • Provide advice-based service that supports clients' and families' long-term financial security • Represent Co-operators professionally in the community and strengthen its reputation and presence • Manage the business, time, priorities, and sales pipeline independently • Distribute Co-operators products exclusively under the independent contractor agreement • Continuously develop expertise in insurance, wealth solutions, and market trends

🎯 Requirements

• Hold a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or be willing to obtain them • Meet ongoing licensing and continuing education requirements • Experience in financial services, insurance, banking, or other advice-based sales environments • Experience running your own business • Background in wealth management, B2B sales, account management, or business development • Experience in client-facing advisory or relationship-management roles • Demonstrated ability to build trusted relationships and convert them into sustainable business growth • Strong sales and business-development mindset, with comfort prospecting, networking, and creating opportunity • Clear, confident communication, strong organization, and disciplined follow-through • Client-first, advice-based approach grounded in helping clients and families build financial security • Resilience, accountability, and self-motivation • Ability to operate independently while upholding Co-operators' values, brand standards, and client-first approach • Willingness to complete comprehensive background, credit, and eligibility checks

🏖️ Benefits

• Flexible, remote-friendly work model with autonomy over your schedule • Comprehensive onboarding, training, mentorship, and ongoing development • Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams • Opportunities to grow compensation through business development, client retention, and new business success • Ownership over your financial services portfolio and results • Backing of a trusted Canadian brand with a strong community presence and values-driven, client-first culture • Accommodations available throughout the recruitment process upon request