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 financial services company founded in 1945 in Regina, Saskatchewan. It provides a broad range of insurance products (personal lines such as home, auto, recreational vehicle, life and travel; business and farm insurance; group home & auto) as well as group benefits, group retirement and savings, mutual funds and investment services. The organization operates through advisor services and online platforms (claims, policy management and mutual fund dashboards), serves both individual and organizational clients across Canada with more than 600 locations, and emphasizes community impact, sustainability and co-operative values.

📋 Description

• Build strong client relationships by understanding goals and delivering tailored financial solutions • Build and grow a profitable, sustainable client portfolio through prospecting, networking, referrals, and community engagement • Deliver personalized, advice-based insurance and wealth solutions • Represent Co-operators as a visible and professional independent representative • Build and operate an independent advisory practice under the Co-operators brand • Continuously develop expertise in insurance, wealth solutions, and market trends • Manage time, priorities, and sales pipeline while pursuing business goals • Distribute Co-operators products exclusively under the independent contractor agreement • Complete required background, credit, and eligibility checks

🎯 Requirements

• Valid Insurance of person license in Quebec, or willingness to obtain it • Ongoing licensing and continuing education requirements • Experience in financial services, insurance, banking, or 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 • Proficiency in French and English, spoken and written • 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 • Strong organization and disciplined follow-through • Client-first, advice-based approach • Resilience, accountability, and self-motivation • Ability to complete a comprehensive background check, credit check, and eligibility checks

🏖️ Benefits

• Temporary onboarding income guarantee • Uncapped earning potential through commission-based compensation • Flexible, remote-friendly work model with autonomy over your schedule • Comprehensive onboarding, training, mentorship, and ongoing development • Enterprise-level tools • Marketing resources • Product specialists • Dedicated support teams • 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