Financial Services Independent Advisor

🔥 23 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

What it means: the chance that no one is really hiring for this job.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.Why this score:

• Just posted.
• Jobs at this company usually fill in 83 days.
• No salary listed.

Apply Now

Find Similar Remote Jobs

Co-operators

WebsiteLinkedInAll Job Openings

5001 - 10000 employees

🛡️ Insurance

💸 Finance

👥 B2C

Insurance • Finance • B2C

Co-operators is a Canadian co-operative financial services company offering a broad range of insurance products (home, auto, life, travel, farm, business, and group benefits) and investment solutions. Founded in 1945 and operating across Canada with hundreds of local representatives, it provides personalized financial advice, claim support, and online account services, and emphasizes community, 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 • Provide tailored insurance and wealth solutions aligned with client goals • Establish trusted relationships through consistent, advice-based engagement • Act as a visible and professional independent representative of Co-operators • Develop a profitable, sustainable book of business • Continuously develop expertise in insurance, wealth solutions, and market trends • Manage time, priorities, and sales pipeline independently • 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 • Ability to build trusted relationships and convert them into sustainable business growth • Strong sales and business-development mindset, including prospecting and networking • Clear, confident communication and strong organization • Disciplined follow-through, resilience, accountability, and self-motivation • Client-first, advice-based approach • Ability to complete comprehensive 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 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 • 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

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume