Independent Financial Advisor

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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 strong client relationships, understand their goals, and deliver 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 professionally and strengthen its reputation in served communities • Operate an independent advisory practice under the Co-operators brand • Distribute Co-operators products exclusively under the independent contractor agreement • Continuously develop expertise in insurance, wealth solutions, and market trends • Manage time, priorities, and the sales pipeline independently • 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 a 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 • Sales and business-development capabilities, including prospecting and networking • Clear, confident communication and strong organization • Disciplined follow-through, resilience, accountability, and self-motivation • Ability to complete comprehensive background, credit, and eligibility checks

🏖️ Benefits

• Temporary onboarding income guarantee • Uncapped earning potential through commission-based compensation • Flexible, remote-friendly work model • 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