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 insurance and financial services organization founded in 1945 in Regina, Saskatchewan. It provides a broad range of insurance products (personal/home/auto/recreational vehicle/travel/life), business and farm insurance, group benefits and group retirement/savings plans, mutual funds and investment services, and advisor and claims support through nationwide locations and online services. The organization emphasizes community-focused co-operative values, sustainability (including net-zero targets), and financial literacy and support resources.

📋 Description

• Establish yourself as a trusted financial advisor in your community by building strong relationships with clients, understanding their goals, and delivering tailored solutions that meet their unique needs • Build and grow a profitable, sustainable client portfolio through proactive prospecting, networking, referrals, and community engagement • Deliver personalized, advice-based insurance and wealth solutions that drive client confidence, loyalty, and long-term financial security • Act as a visible and professional independent representative of Co-operators, strengthening our reputation and presence in the communities we serve

🎯 Requirements

• Hold a valid Life Insurance License (LLQP or equivalent) and/or Mutual Funds License (e.g., IFC, CIFC), or are willing to obtain them, and meet ongoing licensing and continuing education requirements • Have experience in financial services, insurance, banking, or other advice-based sales environments • Have experience running your own business • Have a background in wealth management, B2B sales, account management, or business development • Have worked in client-facing advisory or relationship-management roles where trust and credibility matter • Are a business owner, entrepreneur, or community-based sales professional who thrives on autonomy and long-term growth • A demonstrated ability to build trusted relationships and convert them into sustainable business growth • A strong sales and business-development mindset, with comfort prospecting, networking, and creating opportunity • Clear, confident communication, strong organization, and disciplined follow-through • A client-first, advice-based approach grounded in helping clients and families build financial security and achieve their goals • Resilience, accountability, and self-motivation, with the drive to take ownership of your results

🏖️ Benefits

• The 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 • A flexible, remote-friendly work model with autonomy over your schedule • Comprehensive onboarding, training, mentorship, and ongoing development to support your long-term success • Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams to help you grow and scale your business • The backing of a trusted Canadian brand with a strong community presence and a values-driven, client-first culture