Independent Financial Services Advisor

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Logo of Co-operators

Co-operators

5001 - 10000 employees

πŸ›‘οΈ Insurance

πŸ’Έ Finance

Insurance β€’ 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.

πŸ“‹ Description

β€’ Build long-term relationships with members of your community, helping them achieve financial security β€’ Leverage your network and consultative approach to grow a client portfolio β€’ Deliver personalized, advice-based insurance and wealth solutions β€’ Act as a visible and professional independent representative of Co-operators

🎯 Requirements

β€’ 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 β€’ Have experience in financial services, insurance, banking, or other advice-based sales environments β€’ Have experience running your own business β€’ Have a background in wealth management, B2B sales, account management, or business development β€’ Have worked in client-facing advisory or relationship-management roles where trust and credibility matter β€’ Be a business owner, entrepreneur, or community-based sales professional who thrives on autonomy and long-term growth β€’ A demonstrated ability to build trusted relationships and convert them into sustainable business growth β€’ A strong sales and business-development mindset, with comfort prospecting, networking, and creating opportunities β€’ Clear, confident communication, strong organization, and disciplined follow-through β€’ A client-first, advice-based approach grounded in helping clients and families build financial security and achieve their goals β€’ Resilience, accountability, and self-motivation, with the drive to take ownership of your results

πŸ–οΈ Benefits

β€’ The opportunity to build and grow your own financial services portfolio with ownership over your results β€’ Opportunities to grow your compensation through business development, client retention, and new business success β€’ A flexible, remote-friendly work model with autonomy over your schedule β€’ Comprehensive onboarding, training, mentorship, and ongoing development to support your long-term success β€’ Access to enterprise-level tools, marketing resources, product specialists, and dedicated support teams to help you grow and scale your business β€’ The backing of a trusted Canadian brand with a strong community presence and a values-driven, client-first culture

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