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 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 an independent financial services advisory business under the Co-operators brand • Build long-term relationships with community members and help clients and families achieve financial security • Grow a client portfolio through prospecting, networking, referrals, and community engagement • Deliver tailored insurance and wealth solutions aligned with clients' goals • Establish trust through consistent engagement and advice-based relationships • Act as a visible and professional independent representative of Co-operators • Strengthen Co-operators' reputation and presence in served communities • Manage business activity, priorities, time, and sales pipeline independently • Continuously develop expertise in insurance, wealth solutions, and market trends • Distribute Co-operators products exclusively under the independent contractor agreement

🎯 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 • Comfort with prospecting, networking, and creating opportunity • Clear, confident communication • Strong organization and disciplined follow-through • Client-first, advice-based approach • Resilience, accountability, and self-motivation • Required to complete a comprehensive background check • Complete background, credit, and eligibility checks to Co-operators' satisfaction

🏖️ Benefits

• Opportunity to build and grow your own financial services portfolio with ownership over your results • Opportunities to grow your compensation through business development, client retention, and new business success • 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 • 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