Independent Financial Advisor

🔥 2 minutes ago

🇨🇦 Canada – Remote

⏰ Full Time

🟡 Mid-level

🟠 Senior

💸 Financial Planning and Analysis (FP&A)

👻 Ghost score 10%

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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 and grow 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 a trusted professional presence in the community • Operate independently while upholding Co-operators’ values, brand standards, and client-first approach • Distribute Co-operators products exclusively under the independent contractor agreement • Manage business activity, priorities, and sales pipeline • Continuously develop expertise in insurance, wealth solutions, and market trends

🎯 Requirements

• Valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or willingness 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, strong organization, and disciplined follow-through • Client-first, advice-based approach • Resilience, accountability, and self-motivation • Ability to complete comprehensive background, credit, and eligibility checks

🏖️ Benefits

• 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 • Ownership over your financial services portfolio and results • Accommodations available throughout the recruitment process upon request

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